From compliance to valued advisor
Tax Maverick was born from a simple observation: today's clients want more than a filled–out return. They're looking for guidance on how to reduce their tax burden, make smarter financial decisions, and plan for the future. The marketplace is shifting—firms that continue to offer only compliance services risk being left behind.
Our vision is to help tax professionals evolve in response to this demand. We equip you to become the trusted advisor your clients already expect: someone who can uncover savings, explain the “why” behind the numbers, and provide clear next steps. As you grow in confidence and capability, we'll help you expand your role even further—into areas like strategic planning, investing, exit strategies, and legacy preservation. It's an evolution, not a leap.
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 At Tax Maverick, we challenge outdated norms, question the status quo, and push boundaries to unlock new opportunities for you and your clients.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.
Our mission today
Our mission is to help you turn tax planning into advisory services that clients truly value. We do that through:
AI–driven strategy discovery
Automating the grunt work so you can focus on high–value analysis and advice.
Confidence in pricing and packaging
Surrounding you with like–minded professionals and the training you need to grow.
Community and education
Giving you the tools to charge fairly and avoid scope creep.
Our vision for tomorrow
Our vision for tomorrow
We're just getting started. Over the coming months and years, we're building toward a future where:
Goos becomes your proactive agent
Beyond analysing documents and suggesting strategies, Goos will help you create tax assessments, schedule meetings, send agreements, and follow up with clients.
Advisory expands naturally
As you master tax advisory, we'll introduce tools and partnerships for strategic planning, investing, exit planning, asset protection, and legacy. These services will empower you to guide clients through every stage of wealth creation and preservation.
Data fuels insight
As our community grows, anonymised data will power “state of the industry” reports, benchmarks, and calculators to help you demonstrate your value and stay ahead of trends.
The Maverick movement grows
We envision a world where tax professionals everywhere embrace the Maverick ethos—helping clients thrive, supporting one another, and transforming the perception of what it means to be a tax advisor.
Be part of something
bigger
We can't achieve this vision alone. It's driven by advisors like you who are ready to Breakeak the
mold, meet evolving client expectations, and build businesses they love.
Join us on this journey and help shape the future of tax advisory.
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