Tax Maverick

  After April 15th, most tax firms hit pause. Returns get pushed to extension, the team exhales, and revenue flatlines for three months. David A. Perez calls this the most expensive habit in the industry, and he made it himself for 12 years before rebuilding his Q2 and going from 7 to 8 figures. In this video, he walks through the same 4-step framework he's taught to 1,200+ tax firm owners to turn May, June, and July into the highest revenue quarter of the year, including how to pull Q3 and Q4 revenue forward and the bonus structure that gets the team to execute. One firm David works with had 400 returns on extension at $500 each. That's $200,000 voluntarily shifted six months into the future, every single year. If that sounds familiar, watch the full framework before your next slow season starts.

  Most tax firms chase growth by adding more clients. David A. Perez took the opposite route: after 12 years and 5,000+ clients, he added seven figures to his firm with just 83 of the right ones, by fixing four revenue leaks hiding inside the work he was already doing. In this video, he breaks down the exact framework he's used with 1,200+ tax practices to turn unbilled advisory work, stagnant pricing, and one-off projects into recurring annual engagements worth $15,000 to $30,000 per client. If your firm's revenue looks the same as last year, this is the 16 minutes that changes it. Watch David walk through the 4 leaks, the $1,500 call that turned into $100K in 3 months, and the 34% pricing shift that drove his best year ever.