ATTENTION: High Level Tax Firm Owners Serious About Growth
This 2-Day Intensive Workshop Reveals...
This 2-Day Intensive Workshop Reveals
How CPAs, EAs & Tax Pros Are Making The Simple Shift From Preparer To Advisor & Turning Filing Fees Into $5K-$25K Planning Sessions
This 2-Day Intensive Workshop Reveals
How CPAs, EAs & Tax Pros Are Making The Simple Shift From Preparer To Advisor & Turning Filing Fees Into $5K-$25K Planning Sessions
How CPAs, EAs & Tax Pros Are Making The Simple Shift From Preparer To Advisor & Turning Filing Fees Into $5K-$25K Planning Sessions
How CPAs, EAs & Tax Pros Are Making The Simple Shift From Preparer To Advisor & Turning Filing Fees Into $5K-$25K Planning Sessions
WHEN
May 26–27, 2026
9:00PM to 5:00 CST
WHERE
The Westin Southlake Hotel
Dallas, Texas
Featured On
Are you stuck at $300K, $500K & can't figure out the best way to Scale Your Tax Firm to the
Next Level of income?
What If We Taught You The "One Thing" You've Been Missing At This Event...
and it allowed you to add an extra $100K+/month in advisory income as an additional revenue arm to the body of your business...
From The Desk of David A. Perez - San Benito, Texas
Lets get down to it...Are you in fact just one “tax season” away
from a potential 7, or 8-figure firm? Yes, you could be.
but you’re NOT one more “tax return” away or one more "location"
away from breaking that barrier…make sense?
They're ALL part of your business…but they are NOT the same thing, and this
is exactly where most tax professionals get stuck.
They confuse preparation work with real revenue growth…
and end up blaming the wrong thing.
Tax returns are necessary, but they are NOT what creates a scalable, 7-figure firm...Advisory is. Two completely different skillsets. My guess is that, If you’re here, you’ve already built a solid tax business.
You’ve got clients, revenue, probably even had your best year yet. But you also realized something after tax season ended…The work didn’t stop. 🤨 Still chasing deadlines, 🤨 Still stuck in seasonal income, 🤨 Still trading time for returns.
And no matter how many returns you complete…It doesn’t feel like you’re getting closer to true scale because the real money…The real leverage, comes from a different model.
This is why "The 7 Figure Tax Advisor Bootcamp" exists. We're going to show you how to make the shift from: Filing Fees → $5K–$25K Advisory Clients, using the clients you already have.
Join us for this 2-day intensive and I’ll walk you through it step-by-step. I wanna teach it to you! Join us virtually from the comfort of your own home!
What We're Sharing At This Event ISN’T For Everyone...
In fact, to-date I’ve only shared these maverick strategies with a small, select group of other tax proffesionals.
The TRUTH Is That...
You already have the knowledge, & probably already have the clients. What you’re missing…
Is the advisory model. Because no matter how good you get at preparing returns…
There’s a ceiling on that path. More returns = more stress, more staff, more problems.
Not more freedom.
The good news? The shift to advisory is learnable, you don’t need to start over, and you definitely don’t need to be perfect. You just need to know how to: Position your value differently, Communicate it clearly, And get paid for strategy...not filing forms
My Name Is David A. Perez
and I have to be honest with you...🤨 No one is coming to fix this for you. No one is going to magically turn your firm into a 7-figure advisory business...That’s on you.
The fastest way to make that shift…Is to learn it, see it, and implement it. That's exactly what I did to build my 8-Figure Tax Firm, which btw is made up of about 85% advisory income.
Now I'm giving back, my team and I have done the dirty work so that you don't have to. All you really have to do to scale is follow a proven path to profit. Which just so happens...to be taught over 2 days at The 7 Figure Tax Advisor Bootcamp.
Lace up your business boots, be on time for the training, & set a new next year record!
The Tax Business Is Not
What It Was 10 Years Ago..
and now we're approaching an even bigger divide...between hard working "tax preparers" & hardly working, "high Income Advisors"
⛔️ The tax industry is getting more competitive by the day. ⛔️ More software. More automation. More “cheap prep” options like Turbo Twats. ⛔️ And AI is quickly turning basic tax work into a commodity.
Which means…If you’re only getting paid to file returns, you’re kinda in a race to the bottom.
But if you learn how to position yourself as an advisor you're stepping into a completely different game. That’s why this bootcamp should matter to you!
Every Tax Pro Needs An
Irresistible Advisory Offer...
⭐️ There's no other confidence-boosting skill quite like knowing how to create one that your current clients would gladly pay an additional $10K for, because they see the value in you SAVING THEM SO MUCH MORE than that in taxes!
Especially when you've probably already got several clients sitting in your CRM right now that would gladly pay you thousands more for the help...
We want to teach this to you!
Join us LIVE in person, May 26–27, 2026 at The 7 Figure Tax Advisory Bootcamp...
Early Registration
Price Expires In
"Who's Speaking?"
You Will Learn From...
Is The 7 Figure Tax Advisory Bootcamp For You?
I’ll be honest…This is NOT for everyone. This is for a specific type of tax professional. The one who doesn’t just want another “good” tax season…But wants to elevate their role in the marketplace.
This is for the CPA, EA, or tax pro who’s ready to stop being seen as…“The person who files returns…” And start being seen as the trusted advisor clients rely on.
And let me be clear…That requires a shift, A real one. So if you’re looking for:
• More volume
• More returns
• More of the same
This isn’t for you. But if you’re ready to:
• Charge premium fees
• Have higher-level conversations
• And step into a completely different position in your business
Then you’re exactly the type of person that belongs in this room.
This Bootcamp Is Not About Tax Preparation,
It’s About Positioning
This is for the tax professional willing to dedicate 2 days to learning…
How to reposition your value, communicate strategy, and get paid for what you already know because in today’s market…
Attention, positioning, and perception determine your income.
Not how many returns you complete.
If you want to flip the switch from:
Filing Fees → $5K–$25K Advisory Clients
Then this experience will show you how to go from:
“Busy tax preparer” To Go-to advisor
Faster than you think.
So if you're ready to step into that role…
May 26–27, 2026
What People Said About Our Previous Events...
- John
- Dr. Dawn
– Kyle
– Isaac
– Roshana •
– Stacey
– Demarcus
– Azja
– Mark
– Kevin
– Arceli
– Derek
– Mo
– Janine
– Kim
And the best part?
The admission cost to the Live Workshop is merely a fraction of the amount of revenue that these strategies can help you generate.
WHEN YOU GET YOUR TICKET TODAY
You'll not only get...
THE 2-DAY 7-FIGURE TAX ADVISOR BOOTCAMP
May 26–27, 2026 • The Westin Southlake Hotel, Dallas, TX (VALUE $1,997)
YOU'LL ALSO GET THESE ONE TIME BONUSES
The Complete Tax Advisor Toolkit - $1,497 Value
Training, Scripts & Playbook to Start Closing Clients Immediately
7-Figure Tax Advisor Workbook - $497 Value
Your Step-by-Step Implementation Guide for the Entire Bootcamp
Lifetime Access to Event Recording - $497 Value
Rewatch Every Session, Anytime, Forever
Daily Lunch with 7-Figure Tax Advisory Team - $497 Value
Catered Meals Both Days + Lunch & Learn with the Coaching Team
Tax Advisor Swag Kit - $297 Value
Your Official Event Toolkit: Branded Gear to Take Home
Certificate of Completion - $197 Value
Frameable and Shareable Credential to Showcase Your Commitment
TOTAL REAL WORLD VALUE: $5,479
EARLY REGISTRATION PRICE
NEXT WEEK $997
NOW $797
That’s over 81% off the total real world value.
$997 $797
Full 2-Day Access to The 7-Figure Tax Advisor Bootcamp
The Complete Tax Advisor Toolkit
7-Figure Tax Advisor Workbook
Lifetime Access to Event Recording
Daily Lunch with 7-Figure Tax Advisory Team
Tax Advisor Swag Kit
Certificate of Completion
$1,497
All of the Tax Advisor Pass Inclusions....
Front row seating reserved for both days of the bootcamp
Exclusive private dinner with David and his leadership team
Real conversations and direct access to other VIP Tax Professionals like you.
Limited seats available. One-time offer at checkout only.
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In the interest of full disclosure, at the end of the training, I will be offering an opportunity to work directly with me to help you implement the strategies discussed. This is completely optional. While my assistance may shorten your learning curve and improve your results, it is by no means necessary for you to begin implementing what you learn in the training on your own right away.
DISCLAIMER: Your level of success in attaining the results you desire depends on many factors, including (but not limited to) the time you devote to the strategies discussed, your background, experience, and work ethic. The average person who follows any "how to" information gets little to no results. All business entails risk and requires substantial and consistent effort. If you're not willing to accept that, this training is not for you.
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