Get Paid More Tax Advisory Workshop: May 6-7 @ 9AM - 5PM CST
You’re Already Doing Tax Advisory—
You’re Just Not Getting Paid for It.
This Proven System Shows You How to Turn That Free Advice into $5K - $20K Per Client.
Watch the video below to see how David and his team help tax pros maximize their revenue per client—without increasing their workload.
Turn on Audio
Join The Get Paid More Tax Advisory Workshop Now
For A One-Time Discounted Payment Of Only $100
Who Am I and Why Should You Listen?
My name is David A. Perez. I’ve been in the tax industry for 17 years. I started as a tax preparer, grew to 15 offices, and served thousands of clients. But despite all of that, I was overworked, underpaid, and stuck in a cycle of trading time for money.
Then, in 2020, everything changed.
A client paid me $1,500 upfront for tax advice before I ever touched a tax return. That moment opened my eyes:
17 Year Industry Veteran
Tax Strategist
Best Selling Author
I had been giving away my tax knowledge for free for YEARS.
There were high-paying clients who wanted expert advice—and were willing to pay thousands for it.
I had been selling my services the WRONG way my entire career.
From that point, I built a 7-figure advisory business in just one year with only 83 clients. I stopped doing work for free, started charging $5K-$20K per client, and created a predictable, scalable business—without taking on more tax returns.
Now, I’m teaching other tax pros exactly how to do the same.
If you’re still reading, then this could be the most important, game-changing event of your career!
Most tax pros believe the only way to grow is to get more clients and work harder. That’s the Old Way—and it’s broken.
I’ll show you The New Way—a clear, step-by-step system that allows you to:
Attract high-paying clients who value your expertise.
Confidently charge $5K - $20K for advisory services.
Get paid upfront—so you never waste time on free work again.
This isn’t theory. It’s the exact system I use to run my $200K/month business.
And the best part? The investment to find out if this works for you is so low that you have nothing to lose.
If you’re ready to stop undercharging, stop overworking, and start getting paid more, this workshop is for you.
What Our Clients Say About this Workshop
WHAT TO EXPECT...
Get Paid More Tax Advisory Workshop!
Before The WORKSHOP
Drowning in disorganized client paperwork and wondering where your next client will come from.
Giving away valuable advice in endless email threads while watching clients pay other advisors for the same guidance.
Seeing other tax pros run organized, profitable practices while you're still chasing missing documents at midnight.
Trying to raise your rates but getting pushback because clients see you as "just their tax person."
Feeling trapped in a cycle of chaos, knowing there must be a systematic way to run your practice better.
After The WORKSHOP
Following a clear, documented system for delivering advisory services that run like clockwork.
Creating reliable monthly income through organized processes that ensure you get paid before the work begins every single time.
Finally feeling in control because you're working with fewer, better clients who respect your expertise and systems.
Using proven scripts and templates to confidently close $5K - $20K deals without second-guessing yourself.
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Transforming from overwhelmed tax preparer into a respected advisor with clear boundaries and processes.
WHAT YOU'LL LEARN
In 2 days, I’ll show you how to turn that free advice into a $25K-per-week advisory business.
Here's The Schedule And Sessions For
The Get Paid More Tax Advisory Workshop:
DAY 1
9 AM to 5 PM CST
7 AM PST | 8 AM MST | 10 AM EST
Attracting & Converting High-Paying Advisory Clients
We’ll help you understand HOW to find & attract the right clients, WHAT to offer them, and HOW to close the deal.
CARE Formula: Your Ultimate Tax Advisory Roadmap: The 4-step system to package, price, and sell tax advisory at premium rates.
Marketing Made Simple (Part 1): Where to find high-value clients who will pay $5K - $20K for your expertise.
Marketing Made Simple (Part 2): How to position yourself as the go-to advisor and make clients say YES fast.
The One Call Close - How to Never Work for Free Again: The script you need to close premium clients in a single call—without push back.
By the end of Day One, you’ll have a proven system to attract high-paying clients, close deals confidently, and get paid upfront.
DAY 2
9 AM to 5 PM CST
7 AM PST | 8 AM MST | 10 AM EST
The 1% Tax Advisory Formula to 6 Figures a Month
Now that you understand WHAT to offer, it’s time to focus on building a HIGH-PROFIT advisory business that scales—without adding more hours to your workload.
Pricing & Packaging Tax Advisory for High-Value Clients How to structure, price, and present your advisory services for maximum profit.
Systems That Scale Fast: Automate and streamline your business so you can scale without working harder.
The New Way of Offering Advisory: Shift from basic tax prep to premium tax strategy—and get paid what you're worth.
The Most Powerful Call for Clients Who Pay: A step-by-step framework to handle objections and close high-ticket deals fast.
By the end of Day Two, you’ll have a clear pricing strategy, a system to attract top clients, and a framework to close high-ticket deals with confidence.
DAY 3
9 AM to 1 PM CST
7 AM PST | 8 AM MST | 10 AM EST
Delivering Results Your Clients Will Pay and Stay For
You’ve learned the system—now it’s time to focus on measuring success, optimizing your strategies, and implementing everything you’ve learned
Metrics That Determine Success: The key numbers & reports that prove your value and keep clients renewing.
Implementing on Tax Strategies, Best Practices: How to deliver high-impact tax planning that gets results (and referrals).
Mastering Tax Advisory Using Software & AI: Use tech & automation to work smarter, serve more clients, and scale fast.
By the end of Day Three, you’ll have a step-by-step plan to track success, implement high-value tax strategies with confidence, and use technology to scale your advisory business.
100% Satisfaction Money-Back Guarantee
I want you to feel completely confident in this decision to systematize your practice.
That's why I'm offering a risk-free, money-back guarantee.
If you attend the workshop and don't receive clear, implementable steps you can use immediately to improve your practice, just email my team at [email protected] for a full refund.
That's how sure I am that these systems will create lasting positive change in your business.
Why Time Is Of The Essence
Listen, the timing of this workshop is strategic - right after-tax season, when the pain of late nights, missed family events, and chaotic clients is fresh in your mind.
I've organized these proven systems and processes into a complete framework specifically for this post-tax season moment. I'm not sure when I'll have time to run such a comprehensive training again.
This is your chance to learn step-by-step how to implement organized systems that will keep another draining tax season from happening.
This is your chance to learn step-by-step how to implement organized systems that will keep another draining tax season from happening.
Because this is a live virtual workshop where we'll walk through actual implementation steps together, space is limited to ensure everyone gets detailed guidance. Once we reach capacity, registration closes—no exceptions.
So if you're ready to replace tax season chaos with reliable systems…
DON'T WAIT! — SECURE YOUR SPOT IN THE
Get Paid More Tax Advisory Workshop NOW
Normally: $2,997
Today's Price: $100!
It’s No Secret...
If you learn how to get paid MORE for tax advisory (using the exact system I’ll teach you), you’ll never work for free again.
From: David A. Perez
Location: San Benito, TX
Dear Tax Professional,
No matter what happens with the IRS, AI, or new tax laws, one thing is certain—you’re already giving away tax advice for free. Every time a client calls with a question and you answer it without charging, believe it or not, that's advisory work. You're already doing it!
But what if you could be paid for that free work?
That’s exactly what I’ll show you in The Get Paid More Tax Advisory Workshop. In just 2 days, you’ll learn our step-by-step system to start charging $5K-$20K per client.
Is This Workshop for You?
To save you time, here’s who will get the most out of this:
If you’re tired of working for free
Clients ask for tax advice, and you give them valuable strategies—but you’re not getting paid for them. We’ll show you how to change that immediately.
If you want to make more money without working more
You know you’re undercharging, but raising prices feels impossible and too risky with your current clients. Meanwhile, you see others collecting $5K-$20K per client. We’ll show you exactly how to do the same.
If you want high-paying clients who respect your time
You’ve heard of tax advisory, maybe you’ve even tried it, but you’re not sure how to sell it, price it, or find the right clients. You might even think you need more experience to charge premium fees. That’s not true.
Spend 2 days with me and my team, and we’ll show you exactly how to package, price, and sell advisory—so you can start collecting $5K+ per client upfront.
I Know This Sounds Too Good to Be True…
You might be thinking, “That sounds great, but can I really do this?”
I get it. Most tax pros don’t believe they can charge $5K+ for advisory when they’ve spent years making a few hundred dollars per return.
But here’s the truth: I’ve helped thousands of tax professionals step into advisory—many of them felt the same way at first.
They thought they weren’t ready.
They thought they didn’t have what it takes.
BUT they were wrong.
The difference between them and where you are right now? They followed the system you’re about to learn.
This isn’t a theory or a get-rich-quick scheme. We have a step-by-step process that makes it possible for you to succeed.
You already have the knowledge. You already give tax advice for free.
We’re just going to show you how to get paid for it—before doing any work.
You CAN do this, and you already have what it takes.
LET DIVE IN. NEW WAY STARTS NOW.
The Three Ways to Run Your Tax Business
(And The ONE That Predictably Brings in $25k/Week...)
The “Old Way” – Seasonal Tax Prep & Low Fees
If you’ve been in tax prep for a while, you know this model well…
Hustle like crazy for 3 months, then scramble to survive the rest of the year.
Compete with cheap tax preparers and DIY software that drives prices down.
Rely on low-value clients who argue over your fees but expect premium service.
The PROBLEM?
This model keeps you stuck. You’re constantly chasing new clients, drowning in paperwork, and never really in control of your income. You have no leverage, no security, and no guarantee you’ll even get paid.
The “Bookkeeping Trap” – Year-Round, But Still Underpaid
Many tax pros try to “escape” tax prep and hold on to the clients they have for another year by adding bookkeeping, payroll, or accounting to make money year-round. On paper, it sounds smart: recurring revenue, steady income, and more work outside of tax season.
But here's the reality...
You’re still stuck trading time for dollars.
Clients still expect way more than they pay for.
You’re not seen as an advisor—just another service provider.
The PROBLEM?
You’re still not getting paid what you’re worth. You’re managing dozens (or even hundreds) of small-paying clients instead of a few high-value ones. You’re working harder, not smarter.
The “Get Paid More” System – The New Way
THIS is the game-changer.
No more giving away free advice, chasing payments, or drowning in tax season chaos. Instead, you’ll take control and flip the model completely.
With this system, you will:
Get paid upfront—$5K, $10K, even $20K before you do any work.
Work with fewer, higher-value clients while earning MORE.
Offer tax advisory year-round—and stop relying on tax season.
Be seen as the expert you are—and finally get paid what you're worth.
The PROBLEM?
Most tax pros don’t know how to sell advisory the right way. They assume they need more credentials, more experience, or some “secret” strategy.
Well, we’ve got a clear, step-by-step system that makes it easy to start charging for tax advisory without second-guessing yourself or spending years trying to figure it out.
That’s exactly what I’m teaching you inside the Get Paid More Tax Advisory Workshop
"The content delivered by the team is incredible and I look forward to implementing the entire process. As an aside, the Q&A sessions are pretty tough to sit through. Questions should be broad and generic or about the information specifically presented. If the question pertains to the individuals unique experience(s) or circumstances that should be taken offline for the team to answer privately."
- Brian Boudreau
"This workshop gave me the marketing tools to lead with Advisory service. I'm inspired to get at least three paid assessments before the end of the year. Thanks to David and the team for the wealth of knowledge."
- Salaam Willis
"Before coming to this event, I didn't know how to deliver or market tax advisory services. After Day 1, I feel empowered to go introduce myself to the world and actually deliver an amazing service to my clients."
- Ben Morris
The Bottom Line:
Right now, you're already giving tax advice—but you’re not getting paid for it. That needs to change.
We know our step-by-step system works because we’ve helped thousands of tax pros make the shift. They had the same doubts you do. But, with what we'll teach you, you know enough RIGHT NOW to totally transform your business (and your life.)
With the right system, you CAN start charging $5K - $20K per client upfront—without working more or taking on extra stress. Get your time & freedom BACK.
We’ll walk you through exactly how to do it. Step by step.
Are you ready to see how this works? Let’s get started.
Now, Here’s the Thing…
All three of these methods have one thing in common… You need to be able to position and sell your expertise.
Transitioning from basic tax prep (Method 1) to monthly retainers (Method 2) requires learning one specific process. But moving to Method 3 might seem daunting, I'll admit. It requires mastering a completely different framework, but that's what I’ve spent years figuring out, and don’t worry, we'll go through it step by step.
Now, I’m biased, and I’ll always say that offering tax advisory is the most reliable path to get away from low-paying, seasonal tap prep work.
I’ve helped hundreds of tax professionals just like you implement our system, and I can say with certainty that it can work for you, too.
You already have the skills. You just need a system.
But here’s the truth most experts won’t tell you…
Selling advisory services isn’t about “knowing more tax strategies” or “getting more credentials.”
The key is following a PROVEN system to communicate your value to clients.
Without our framework, even experienced tax pros will hear:
"That’s too expensive."
"I’ll think about it."
"I have to ask my…."
That’s why I spent millions of dollars perfecting this step-by-step system for tax professionals who are ready to start getting paid what they're worth.
Get Paid More Tax Advisory Workshop.
Give Me Just 2 Days… And I’ll share my complete system to
Position yourself as a premium tax advisor (instead of a tax preparer).
Confidently charge $5K - $20K per client and have them say YES without hesitation.
Get paid MORE and stop working for free
To make Method Three work, you don’t need to know all the tax strategies or have years of experience—you just need a structure and the right system to follow to sell advisory the right way.
And that’s exactly what you’ll learn inside the Get Paid More Tax Advisory Workshop.
I’ll provide you with a script so you'll know EXACTLY what to say to get clients to happily pay you $5K - $20K upfront.
Inside the Get Paid More Tax Advisory Workshop, I’ll show you specific WORD FOR WORD templates for each part of the process so that premium clients see you as their go-to tax advisor and eagerly hand over large sums of money—before you do any work. Even if it's al new to you
All without…
Spending hours in one-on-one calls, hoping (and praying) someone finally says yes…
Wasting time pitching unqualified prospects who “need to think about it”…
Hiring a team that cuts into your profits…
The Get Paid More Tax Advisory Workshop will give you rock-solid confidence in your ability to position and sell tax advisory services. No more wondering, “Can I really charge this much?”—you’ll know exactly how to do it.
And the best part?
Once you master this system, it works for you—on autopilot.
The Get Paid More Tax Advisory Workshop provides a detailed blueprint for consistently offering advisory services. No more second-guessing yourself—you'll have a proven system to follow.
You can absolutely do this; you know enough.
What's Your Investment?
The workshop is just $100—a fraction of what you'll earn when you start following this organized system for charging $5K - $20K upfront for advisory services.
Here's why I'm charging for this workshop: I've done hundreds of free trainings and noticed something important—people who don't invest tend to skip the implementation steps that make the system work.
I'm looking for detail-oriented tax pros who are ready to replace tax season chaos with reliable, systematic advisory income of $25K per week.
This isn't theory or guesswork. I'm giving you step-by-step processes to confidently package and sell advisory services—so you never have to work for free again.
I typically charge $500+ for a single 1:1 session, but because you're here—and because I know these systems will transform your practice—your investment today is just $100.
For this small investment, you'll get complete access to documented processes that will consistently add six or seven figures to your business.
What You’ll Learn in the Get Paid More Tax Advisory Workshop
Over 2 days, I’ll take you inside my $200K/month advisory business and teach you step-by-step how to make the system work for YOU. No guesswork required.
We’ll break it down using my CARE Formula—the same system that allows me to charge $5K - $20K per client upfront while working fewer hours than ever before.
Attracting & Converting High-Paying Advisory Clients
If you're done with chasing clients, tired of hearing "that's too expensive," and sick of giving away free advice—this is your turning point.
CARE Formula – Transform your tax practice into a structured advisory business using clear systems, upfront payments, and repeatable processes.
Marketing Made Simple – Find clients who value your expertise ($5K-$20K), attract them systematically, and establish yourself as their trusted expert.
The One Call Close – Follow a tested script that turns consultations into clients, handles common objections, and ends free work forever.
Tax Advisory Growth – Build reliable systems for marketing, sales, and client conversion that create predictable monthly income.
By the end of Day One, you’ll have a proven system to attract high-paying clients, close deals confidently, and get paid upfront.
The 1% Tax Advisory Formula to 6 Figures a Month
Ready to work with clients who respect your expertise, pay premium fees, and let you focus on quality work instead of constant overtime
Pricing & Packaging for High-Value Clients – Get the exact pricing templates, packaging frameworks, and clear ways to avoid costly pricing mistakes.
Systems That Scale – Create organized processes that grow your practice without drowning in extra hours through step-by-step client management.
The New Way of Advisory – Build a sustainable practice beyond tax season using proven systems that keep clients coming back year after year.
The Most Powerful Call for High-Paying Clients – Master a structured approach that turns prospects into clients who eagerly ask, "When can we start?"
By the end of Day Two, you’ll have a repeatable method to price, package, and sell your advisory services—so high-value clients pay you what you’re worth, upfront.
Delivering Results Your Clients Will Pay & Stay For
Success in advisory means having clear systems to demonstrate your value, document client savings, and use technology the right way.
Metrics That Matter – Use precise tracking systems to show clients their exact savings and maintain long-term relationships.
Implementing Tax Strategies – Apply proven tax strategies that resonate with business owners, using organized workflows that eliminate chaos.
Mastering Tax Advisory with AI & Automation – Implement the right technology to create efficient, reliable systems while staying ahead of changes.
By the end of this, you’ll have the tools, strategies, and tech to prove your value, increase client retention, and grow your advisory business—without adding more work.
This Workshop Gives You A Complete System For Transforming Your Practice FOREVER
Once you have this proven framework for getting paid $5K - $20K upfront , you’ll never go back to the old way of undercharging and overworking.
Remember how tax season felt? Missing your kid's basketball game because another client dropped off late paperwork. Eating cold takeout at your desk at midnight. Rescheduling that doctor's appointment for the third time. Apologizing to your spouse for missing another date night.
No more late nights, endless client demands, or feeling like you're always playing catch-up. No more letting disorganized clients control your schedule.
If you're ready to replace chaos with clarity and build a predictable, organized practice...
Join the Get Paid More Tax Advisory Workshop now!
In Short, The Get Paid More Tax Advisory Workshop Is
Your Blueprint For A Sustainable Tax Advisory Practice
Ready To Start Following A Proven System That Brings In $25K Per Week—Before You Touch A Single Return?
This is your once-in-a-lifetime opportunity to learn an organized, step-by-step approach to offering advisory services—where quality clients seek YOU out and happily pay $5K - $20K upfront because they understand your value.
WHAT
2-Day Virtual Event:
Get Paid More Tax Advisory Workshop
WHEN
May 6th - 7th
9 AM - 5 PM CST Daily
WHY
So, you can stop working for free and start collecting $5K - $20K upfront for tax advisory—before ever doing any work!
NOTE: This event is 2 FULL days of high-impact, step-by-step training with MY ENTIRE TEAM. Mark your calendar and set aside time to be fully present—because this could be the game-changer your business needs!
Imagine What Your Life Could Look Like in Just 2 Days…
DON'T SIT THIS ONE OUT!
Join The Get Paid More Tax Advisory Workshop Today for a Discounted Low Payment of $100!
Join the Get Paid More Tax Advisory Workshop Below
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