A Simple Process, Built for Busy Tax Professionals
Tax Maverick streamlines advisory services into a clear, repeatable workflow—from client intake to delivering polished reports and presentations. With tools like the best tax planning software and innovative tax strategy software, you can provide deeper insights without adding complexity. No additional staff or complicated systems are required; our process is built to save you time while unlocking new revenue opportunities, powered by advanced tax optimization software.
step 1
Create a Client Profile & Gather Information
Start with a new client profile and a guided questionnaire that walks you through the key documents and details needed to uncover strategies. Share a secure link so clients can easily upload files through the client portal for accountants.
This streamlined intake process means you collect everything upfront, avoid constant follow-ups, and give clients a clear, organized experience while Goos, powered by the best tax planning software and advanced tax strategy software, gets exactly what it needs to do the job right.
step 2
Upload & Analyse
After documents are uploaded, Goos reviews and analyzes them automatically so there's no manual input or guesswork. Powered by the best tax planning software and advanced tax optimization software, it highlights personalized strategies based on your client's unique situation, giving you quick insights and revealing opportunities you might otherwise miss. With integrated tax strategy software, you can confidently design tailored approaches without wasting time.
step 3
Create & Price
Review the recommended strategies generated by the best tax planning software, select those that fit your client's needs, and use our pricing templates to set your fee with confidence. The system, integrated with advanced tax optimization software and supported by tax strategy software, helps you package your advice clearly and prevent scope creep. This ensures you capture the full value of your expertise while presenting it in a way clients easily understand.
step 4
Deliver & Inspire
Use the ready-made materials to walk clients through their results—whether in a virtual or in-person meeting—so you can clearly show the impact of your recommendations and the value of your advisory services. You can also share everything digitally for follow-up or remote collaboration. With a polished report and a compelling presentation powered by the best tax planning software and advanced tax optimization software, clients easily see the value of your advice, making it simpler to say “yes.”
Produce two client-ready deliverables:
Tax Savings Assessment Report
A professional report that highlights recommended strategies, projected savings, and clear next steps.
Presentation Deck
A ready-to-use Google Slides or PowerPoint file, pre-filled with your client's information and your pricing perfect for showcasing value visually and securing the engagement.
What makes our
process different
Standardised intake
Guided questionnaires and a secure client portal for accountants streamline data collection.
AI built for tax pros
Goos doesn't just crunch numbers; it understands context and chooses strategies using the best tax planning software and advanced tax strategy software trusted by professionals.
Two ready-to-use deliverables
Impress clients with both a detailed report and a compelling presentation.
No extra staff required
Automate analysis and packaging with the support of tax strategy software, so you can scale advisory without adding headcount.
See Tax Maverick in action
Why “Maverick”?
A maverick is independent, unorthodox, and unafraid to take a different approach. That spirit drives everything we do. At Tax Maverick, we challenge outdated norms, question the status quo, and push boundaries to unlock new opportunities for you and your clients. By combining innovation with the best tax planning software, advanced tax strategy software, and modern tax optimization software, we empower advisors to deliver more value with confidence.
When you join Tax Maverick, you're not just adopting a tool; you're embracing a new mindset and a fresh way of defining your role as an advisor.
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