
David A. Perez believes in building your own economy so much that he wrote a book with that exact title and wears that #BYOE hat like it’s fused to his skull – more than I wear regret and shame like a full-body tattoo I can’t laser off.
I always admire when someone stands for something.
The only thing I truly believe in is waiting your damn turn to get off the plane, instead of bulldozing down the aisle like you’re the only one who has someplace to be.
Sadly, I can’t think of a hashtag catchy enough to shame people into basic decency.
A little bit about David:
- He’s been running a tax business for 15 years.
- Filed over 50,000 returns.
- Generated eight figures in tax prep revenue.
- Built a seven-figure tax advisory business.
- Helps turn tax pros into top tax advisors.
David claims you can earn $100k per month with a virtual tax planning business, even if you have no clue where to start.
Here’s how the math works out:
Say you get just two tax planning clients per week. That’s eight in a month, right? Now take that times 12 months – you’re gonna have 96 clients.
David makes around $12,000 per client.
If you were able to charge the same, $12,000 x 96 clients = $1.152 million in just 12 months.
Again, that’s picking up just two tax planning clients per week.
Seems too easy, doesn’t it?
Well, not when you have a system and a process, David argues.
Especially when you realize tax advisory is the way. And that there are clients beyond your local market – clients you can meet virtually all across the country.
And they have big problems – way beyond filing – that only you can solve.
Or at least, for $12,000 a pop, you can figure it out, can’t you?
And then, boom, with a team of probably less than three people, you’ve got yourself a million-dollar business.
Beats crunching numbers for $60k a year, doesn’t it?
Unless, of course, you’re really into spreadsheets and existential dread.

Here’s how Tax Plan Expert Advisors can transform your firm:
- Higher fees: attract affluent clients, charge what you’re worth, and collect payment upfront.
- Better retention: keep clients longer with strategic advice and superior service.
- Stand out: offer advanced tax planning services to separate yourself from the competition.
- Use cutting-edge tech: leverage software and tools to enhance your practice.
- Connect with leaders: build valuable relationships by networking with industry professionals.
- Become financially free: enjoy freedom with steady, predictable income.
- Grow organically: boost revenue without ads or cold calls – just proven strategies.
- Live lavishly: make more in one month than you did all of last year.
Well slap me sideways!
Sounds like you’ll be sipping champagne in your penthouse and making your chauffeur replay those same three Alex Warren songs over and over… in no time.
But you’ll wanna hold David’s hand and walk carefully, as the slightest misstep could be disastrous or even deadly for your career.
The catch?
He’s got a whole gang of courses, programs, and events lined up for you, with prices ranging from pocket change to however high your credit card limit will let you spiral.
What about Tax Plan Expert Advisors reviews?
You bet. They’ve got plenty.
For example:
Jim Clark calls David’s team consummate professionals who overdeliver every time. Their Tax Maverick software makes it a breeze for clients to upload documents, while you dish out tax planning advice like a total G.
Jim hit $1 million in sales just a year into the program and says there’s no need to be scared – you’re in good hands.