Elite Certification
Become a Certified Maverick Earn Your Tax Strategist Certification
Join an exclusive network of trusted tax strategists, professionals certified to help business owners keep more of what they earn. Not everyone qualifies; only the best earn the Certified Maverick designation.
What We Look For
Certified Mavericks are distinguished professionals who meet rigorous standards. Unlike a generic tax advisor certification, the Maverick designation is earned through a vetted application; every candidate is screened against three criteria.
Professional Designation
An EA, CPA, CFP, RIA, or PTIN credential (or equivalent) is required before you can pursue tax strategist certification.
Years of Experience
A demonstrated track record serving business owners and entrepreneurs with proactive strategy, not just annual compliance.
Commitment to Excellence
Dedication to client success and continuous professional development.
Why Earn a Tax Strategist Certification?
Certification comes with exclusive benefits designed to elevate your practice and professional standing.
- Featured profile in our exclusive strategist directory
- Certified Maverick badge for your website and marketing materials
- Branded assets and co-marketing opportunities
- Qualified leads from business owners seeking expert guidance
- An elite community for collaboration and knowledge sharing
- Premium tools, templates, and continuing education
How to Apply for Tax Strategist Certification
Complete the application below. Our team reviews every tax strategist certification application and responds within 48 hours. You'll share your professional designations, years of experience, and a brief summary of why you want to become a Certified Maverick.
Frequently Asked Questions
What are the requirements to become a Certified Maverick?
A professional designation (EA, CPA, CFP, RIA, or PTIN), a demonstrated track record serving business owners, and a commitment to continuing education and client success.
How long does the application process take?
Applications are reviewed within 48 hours of submission.
What does certification include?
Intensive training on the Three-Pillar Framework (Tax, Wealth, Legacy), certification exams, and ongoing education requirements to maintain the designation. The tax planning certification curriculum goes well beyond basic compliance.
What are the benefits of becoming a Certified Maverick?
A featured directory profile, qualified business-owner leads, the Certified Maverick badge for your marketing, co-branded materials, premium tools and templates, and access to an elite peer community.
Do I need to be a CPA to apply?
No. Enrolled Agents, CFPs, RIAs, and PTIN holders also qualify; any equivalent professional credential is accepted for tax strategist certification.
How do I maintain my certification?
Through IRS continuing education, peer collaboration, and meeting ongoing standards of integrity and client service.