Transform from Tax Professional to Tax Advisor with Ease
Tax Maverick is the most user-friendly tax planning software, making advisory services simple and profitable.
WHAT YOU'LL GET
Access to Tax Maverick
Twice a Week Workshop Sessions
A Dedicated Success Manager
Access to our Exclusive Advisor Community
Preferred Partner Relationships For Advanced Tax Strategies
Tax Maverick's features
Automated Tax Strategies
Our AI-powered engine suggests strategies tailored to each client, helping you look like a hero with minimal effort.
Client Collaboration Tools
Engage clients easily with shared action items, document uploads, and automated reminders.
Actionable Insights
Make informed recommendations with real-time data, saving hours of research and analysis.
See How Tax Pros Like You Are Becoming Trusted Advisors
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Hear It Straight from Our Happy Clients
Frequently Asked Questions
What happens after my free trial ends?
Once your 14-day free trial ends, you’ll automatically transition to our monthly plan at $297 per month. This includes full access to all features and support.
Do I need to enter my credit card?
Yes, a credit card is required to start your free trial, but you won’t be charged until the trial period ends.
How many clients can I add?
There’s no limit! Add as many clients as you need to support your tax advisory practice.
How many tax plans can I create?
You can create an unlimited number of tax plans, so you’re never restricted in serving your clients.
How many team members can I add?
Your account includes access for two team members. Additional users can be added for $97 each per month.
What support do I get with Tax Maverick?
We offer twice-weekly live workshops on strategy and tax plan creation. You’ll also have access to community support and a dedicated success manager to ensure your success.
Is it easy to cancel if I decide it’s not for me?
Yes, you can cancel anytime directly from your account settings.
How often are new features added to the software?
We’re constantly enhancing Tax Maverick with new features to keep it at the cutting edge of tax planning software.
Can I customize or add tax strategies in Tax Maverick?
Absolutely! Tax Maverick includes 37 essential strategies, and you can customize or add as many additional strategies as you need.
What is the refund policy?
We have a strict no-refund policy. You can cancel at any time, and if you do so after being charged, you’ll still have access to Tax Maverick for the rest of your billing cycle.
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