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 firms are built.
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About the Author
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.
