We're on a mission to help 2 million people save $50 billion in taxes.

About Us

At Tax Maverick, we're shaking up the norm with solutions
you can offer that were once reserved for the ultra-wealthy.

Navigating the world of tax advisory has become increasingly complex. Our insight comes from a team of seasoned Tax Advisors and Strategists with a combined 100 years of experience in the field. We’re deeply familiar with the challenges you face every day.

The harsh truth is that many professionals in our field are stretched thin, struggling with the balance between delivering exceptional client value and managing their workload efficiently.

Tax Maverick, you can redefine what's possible in your advisory role and transform how you engage with clients.

Embrace the future of tax advisory with Tax Maverick, where we go beyond taxes to focus on the full spectrum of wealth planning.

Meet the Tax Maverick Team

David Perez

David Perez

CEO

George Niño

George Niño

COO

Ruth Creado

Ruth Creado

Director of Technology

Dan Tapia

Dan Tapia

Head Coach



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