We help high income earners mitigate big tax liabilities using advanced tax strategies and use those tax savings to invest in real estate.

We help high income earners mitigate big tax liabilities using advanced tax strategies and use those tax savings to invest in real estate.

Are you tired of paying taxes to the IRS or state?

Has your current CPA told you, “it’s just the way it is” or “paying taxes means you made money”?

Maybe your CPA wants to help, but doesn’t know how. 

The majority of our clients come to us already working with a good CPA or tax professional. Their prior tax professional was usually knowledgeable, friendly and willing to help. The only challenge their tax professional had was not thinking “outside the box.” 

At Tax Plan Experts, Our Tax Mavericks

THINK OUTSIDE THE BOX. 

We KNOW the Tax Code.

We pride ourselves in THINKING and ACTING differently, hence the name MAVERICK.

A Tax Maverick is a person who thinks and acts outside the box.

A Tax Maverick is a tax professional who thinks of tax liabilities as a challenge to overcome. They take a different approach than other tax professionals. They don’t just know the tax code, they know business, asset protection and wealth building.

We focus on what we call the “The 3 Pillars” of the 3% Club.

Asset Protection

Tax Mitigation

Wealth Building

The 3% Club represents the three percent of Americans who make over $250,000 a year and do not pay any federal income tax.

Want to join The 3% Club?

We focus on what we call the “The 3 Pillars” of the 3% Club.

Asset Protection

Tax Mitigation

Wealth Building

The 3% Club represents the three percent of Americans who make over $250,000 a year and do not pay any federal income tax.

Want to join The 3% Club?

A Message From Our

CEO DAVID A PEREZ

If you’re a high income earner and you’re tired of paying the IRS and have a CPA who’s not actively seeking ways for you to pay less in taxes, schedule a call with us!  

The days of “just pay” as a response from your CPA, is OVER!   

There’s another way! 

Let a Tax Maverick show you the NEW WAY!

A Message From Our

CEO DAVID A PEREZ

If you’re a high income earner and you’re tired of paying the IRS and have a CPA who’s not actively seeking ways for you to pay less in taxes, schedule a call with us!  

The days of “just pay” as a response from your CPA, is OVER!   

There’s another way! 

Let a Tax Maverick show you the NEW WAY!

AT ALL THE MILESTONES IN YOUR FINANCIAL LIFE

WE HELP YOU LEAD THE WAY

Want to find out what a Tax Maverick can do for you?

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DISCLAIMER: We do not believe in illegal tax evasion. Our strategies are legal, ethical and stand the test against the IRS. Our clients' success is our reputation.

© Tax Plan Experts 2022