Nope! You don’t need to be an EA or CPA. Many of our successful users are tax pros, bookkeepers, or financial consultants who simply want to provide more value and get paid for advisory.

Absolutely. Even if you’re brand new to tax planning, we walk you through everything. You’ll get the tools, templates, and support you need to confidently offer this service.

Yes. Tax Maverick works nationwide. It’s built to apply strategies across all 50 states and adjust for different entity types and situations.

Both. Whether you’re working with high-income individuals or business owners, the software helps you uncover real savings and present professional tax strategies.

Yes. We continuously update the platform with strategy adjustments, thresholds, and tax law changes—so you’re always using up-to-date information.

Yes. You can log in from anywhere, anytime. No downloads or installations needed.

Yes. There’s no cap. Build as many assessments and plans as you need—whether it’s 5 or 500.

No. Tax Maverick is not for preparing tax returns—it’s a tax strategy platform. It helps you build plans to reduce liability and create year-round advisory opportunities.

Yes. You’ll get access to tools, workshops, strategy breakdowns, and a growing case study library so you can learn while doing.

Yes. You can customize your tax plans, add your own strategies, and tailor templates to your style of advising.

That’s exactly why we created the 2-Day Virtual Bootcamp. In this hands-on training, we’ll show you how to find the right prospects, position your offer, and land your first high-paying client with confidence.

Right away. As soon as you sign up, you get instant access to the platform, onboarding materials, and your welcome walkthrough.

Yes. You can customize your client reports, assessment decks, and tax plans with your business name and branding—so you look polished and professional.