David A. Perez

David A. Perez is an enrolled agent and the founder and CEO of Tax Maverick AI, a platform built to put advanced tax strategy in the hands of the broader tax community. He has filed more than 50,000 tax returns and his strategies have produced over $1 billion in documented client tax savings. He opened his first tax practice in South Texas during the Great Recession and grew it to three locations before stepping away in 2024 to build software. He is the author of Building Your Own Economy and works from San Benito, Texas. Learn more at davidaperez.com.
Featured Tags: Free Premium Pro BeInsightful

Recent Articles

page/1
Posts by topic
Premium Tax Report CFO Services AI 1040 Tax Returns Strategy Payroll Tax AI

The Compliance Trap: Why Most Tax Pros Never Become Strategists

 We have spent years telling tax professionals to get past the return and do planning work. Very few of them manage it. The reason sits in how their...

1

Insightful Accountant Webinars

Webinar Calendar

Browse upcoming and trending webinars and register directly from the calendar.

Webinars This Month

Nov 10
From Bill Pay to CAS: Building Your Firm's Next Growth Engine

From Bill Pay to CAS: Building Your Firm's Next Growth Engine

November 10, 2026 · 11:00 AM ET

premium Register Now →
Nov 10
The Software-First Payments Revolution: From Transaction to Trust

The Software-First Payments Revolution: From Transaction to Trust

November 10, 2026 · 12:30 PM ET

premium Register Now →
Nov 10
How to Reduce B2B Credit Card Processing Fees

How to Reduce B2B Credit Card Processing Fees

November 10, 2026 · 2:00 PM ET

premium Register Now →
Nov 11
Are your Clients Ready for CAS?

Are your Clients Ready for CAS?

November 11, 2026 · 12:00 PM ET

premium Register Now →
Nov 11
What Is "Advisory" Anyway? The Different Types, and the One Small Businesses Pay For Every Month

What Is "Advisory" Anyway? The Different Types, and the One Small Businesses Pay For Every Month

November 11, 2026 · 2:00 PM ET

premium Register Now →
Nov 12
Let It Go: Make Room for a Better Busy Season

Let It Go: Make Room for a Better Busy Season

November 12, 2026 · 12:00 PM ET

beinsightful Register Now →
Nov 13
Capital Expenditure Decision-Making: Maximizing ROI

Capital Expenditure Decision-Making: Maximizing ROI

November 13, 2026 · 11:00 AM ET

premium Register Now →
Nov 17
Grow the Team You Have: Getting Your People Invested in New Skills, New Technology, and New Levels

Grow the Team You Have: Getting Your People Invested in New Skills, New Technology, and New Levels

November 17, 2026 · 2:00 PM ET

beinsightful Register Now →
Nov 19
DEBunk'd: The Lies Keeping Firms Small

DEBunk'd: The Lies Keeping Firms Small

November 19, 2026 · 2:00 PM ET

beinsightful Register Now →
Nov 19
Talking AI to Clients: How to have the AI conversation without losing the client

Talking AI to Clients: How to have the AI conversation without losing the client

November 19, 2026 · 3:30 PM ET

premium Register Now →
Nov 24
Your Website: Is It Helping You Win Clients—or Losing Them?

Your Website: Is It Helping You Win Clients—or Losing Them?

November 24, 2026 · 2:00 PM ET

beinsightful Register Now →
No webinars scheduled for this month.

Be Insightful

Get ready to take your tax, accounting, bookkeeping or advisory practice to a new level with Insightful Accountant's "Be Insightful" Premium Membership.

Learn How To Be Insightful
Save Now With Our New Member Offers
Subscribe To Our Newsletters
Get updates, insights, and special offers straight to your inbox