Certified Mavericks Don’t Guess.
They Present Proven Strategies With Confidence
Confidence Comes From Knowing the Strategy Works.
Backed by Nearly $1 Billion in Tax Savings.
Maverick Tax Strategist™
Certification Program
($21,000+ Value)
This is where competence turns into confidence. Watch how it's earned.
Become a Certified Maverick Tax Strategist
This isn’t another course.
This is your elevation into authority.
The Certified Maverick™ designation positions you as a recognized Tax Maverick Strategist — backed by advanced strategy training, CE credits, and a powerful professional ecosystem.
If you're ready to stop being “just a preparer” and start being the advisor clients seek out, this is your next move.
What You Receive as a Certified Maverick™
12 Months as a Certified Maverick Tax Strategist
Official designation and recognition under the Maverick standard of advisory excellence.
12 Hours of Professional Continuing Education (CE)
Advance your credentials while expanding your strategic advisory capabilities.
Digital Certification Badge
Display your authority across your website, email signature, LinkedIn, and marketing materials.
Exclusive Certified Maverick Community
Private access to high-level advisors committed to premium strategy delivery.
Dedicated Support
You’re not alone. Get direct support as you implement and elevate your advisory services.
Quarterly Certified Maverick Workshops
Ongoing refinement, advanced strategies, and implementation sessions throughout the year.
You're prepared before the client ever challenges a recommendation.
This is not a sit-and-get certification. It is:
STRUCTURED
TESTED
GRADED
These aren’t “extras.”
They’re accelerators.
Official Graduation Ceremony
Be recognized publicly as a Certified Maverick.
Certified Maverick Plaque
A physical symbol of your authority and achievement.
CertifiedMaverick.com
Registry Listing
Be publicly listed as a Certified Maverick Advisor.
Authority. Visibility. Revenue.
Higher Strategy Revenue for Certified Advisors
Certified advisors position themselves at premium pricing levels and increased revenue opportunities.
PLUS:
Weekly Live Tax Strategy Workshops
Instead of relying on memory, notes, or disconnected tools, you work from one system that keeps everything visible and moving forward.
Bring real client situations.
Ask individualized questions.
Get guidance before you present.
This is where confidence is reinforced through real-world application.
What Certified Mavericks Say After Completing the Certification
Trusted by Tax Professionals Nationwide
Join over 1,000+ tax professionals transforming their practice
Here's Everything You Get
WHAT YOU RECEIVE
12 Months as a Certified Maverick Tax Strategist
Official designation and recognition under the Maverick standard of advisory excellence.
12 Hours of Professional Continuing Education (CE)
Advance your credentials while expanding your strategic advisory capabilities.
Digital Certification Badge
Display your authority across your website, email signature, LinkedIn, and marketing materials.
Exclusive Certified Maverick Community
Private access to high-level advisors committed to premium strategy delivery.
Dedicated Support
You’re not alone. Get direct support as you implement and elevate your advisory services.
Quarterly Certified Maverick Workshops
Ongoing refinement, advanced strategies, and implementation sessions throughout the year.
BONUSES
Official Graduation Ceremony
Be recognized publicly as a Certified Maverick.
Certified Maverick Plaque
A physical symbol of your authority and achievement.
Higher Strategy Revenue for Certified Advisors
Certified advisors position themselves at premium pricing levels and increased revenue opportunities.
CertifiedMaverick.com Registry Listing
Be publicly listed as a Certified Maverick Advisor. Authority. Visibility. Revenue.
Certified Maverick Tax Strategist
FAQs
What if I’m not confident enough to offer tax advisory services?
We’ll provide you with all the tools and support you need to build your confidence. With the help of our Tax Planning Software and step-by-step training, you’ll feel empowered to offer these services with ease. Plus, you’ll get hands-on experience during the workshop, which will boost your confidence in delivering high-value advisory services.
What makes this certification valuable?
The Certified Maverick Tax Strategist designation is a performance-based credential that validates your ability to build, communicate, and deliver strategic tax planning at a high level.
It is valuable because:
• It focuses on execution, not just education
• It includes twelve IRS-approved Continuing Education hours
• It is a trademarked credential, not a generic course
• It provides a professional plaque, badge, and certification for public display
• It grants access to the Certified Advisor Network, launching in 2026
This certification shows clients and peers that you are operating at the top tier of strategy and leadership in the tax industry.
Is this certification recognized by the IRS?
The IRS does not recognize or endorse private certifications.
However, the certification includes twelve hours of IRS-approved Continuing Education through an authorized CE provider. These credits are accepted for:
• Enrolled Agents
• CPAs (depending on state board rules)
• Attorneys where applicable
• Tax professionals required to meet annual CE obligations
What is required to become certified?
• Complete all four training modules
• Pass a certification quiz with a score of 75 percent or higher
• Submit a strategic tax plan
• Record and submit a five-minute walkthrough video
• Complete all requirements within twelve months of enrollment
Can I use this certification publicly?
Yes. Once certified, you can display the title Certified Maverick Tax Strategist:
• On LinkedIn
• In your proposal decks
• In your email signature and client onboarding
• Inside the Certified Advisor Network directory
• In all client-facing and team-facing brand materials
Do I need any prior certifications or tax experience before enrolling?
No, this certification is for all levels of expertise.
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