The 7-Figure Tax Advisor Bootcamp Dallas 2026: Why High-Earning CPAs and EAs Are Clearing Their Calendars for May 26–27

If you’re a CPA, EA, or tax firm owner already clearing $200K+ per year — and still feel like you’re grinding harder than your income reflects — this might be the most important event you attend in 2026.

David A. Perez, founder of an 8-figure tax firm built on 85% advisory income, is bringing his 7 Figure Tax Advisor Bootcamp to Dallas, Texas on May 26–27, 2026 at The Westin Southlake Hotel. And the tax professionals who’ve attended previous events aren’t just calling it a good conference — they’re calling it a turning point.

Here’s what’s happening, who it’s for, and why so many $300K+ firm owners are already registered.

What Is the 7 Figure Tax Advisor Bootcamp?

The 7 Figure Tax Advisor Bootcamp is a 2-day intensive live workshop designed specifically for established tax professionals who want to transition from high-volume preparation work into high-ticket advisory services. It’s not a beginner seminar. It’s not a generic “grow your business” conference. It is a focused, strategy-dense event built around one core idea:

The path to a 7-figure tax firm runs through advisory — not more returns.

David Perez built this event because he lived the problem firsthand. More returns led to more stress, more staff, more overhead — not more freedom. The shift that changed everything for him was learning to package his expertise into advisory engagements that clients gladly paid $5,000 to $25,000 for — using knowledge he already had.

That’s exactly what attendees will learn over two full days in Dallas.

Who Is David A. Perez?

David A. Perez is the founder of Tax Maverick and the architect of what he calls the “Preparer to Advisor” shift. He built an 8-figure tax firm — with advisory income making up the vast majority of revenue — and has since dedicated himself to teaching other tax professionals how to replicate that model.

He’s not an academic. He’s not a consultant who’s never run a firm. He’s a practitioner who scaled the hard way, figured out what actually works, and now teaches it directly to other firm owners who are ready to stop trading time for filing fees.

Perez has been featured across major business and finance media outlets, and his methods have helped CPAs, EAs, and independent tax professionals across the country restructure their service offerings and income models.

The Core Problem David Is Solving

Here’s the truth that most tax professionals already sense but rarely say out loud:

Tax preparation has a ceiling. Advisory doesn’t.

The more returns you take on, the more your time gets consumed. You hire more staff. You manage more complexity. And at the end of each season, you start over. It’s not a scalable model — it’s a treadmill.

Advisory work operates on a completely different logic. One client who pays $10,000 for strategic tax planning generates more revenue than 20 clients paying $500 for a return — and requires a fraction of the transactional overhead. The problem isn’t that tax pros don’t have the knowledge to do advisory work. Most of them already do. The problem is positioning, packaging, and communication.

That’s what the bootcamp addresses head-on.

What You’ll Learn Over 2 Days in Dallas

The 7 Figure Tax Advisor Bootcamp covers the full framework for moving from compliance-based revenue to advisory-based revenue, including:

Turning Existing Clients into High-Ticket Engagements Most firm owners are sitting on a goldmine they haven’t tapped. The clients already in your CRM — the ones you’ve filed returns for year after year — are often the best prospects for $5K–$25K advisory packages. You’ll learn exactly how to identify them, approach the conversation, and close without feeling like you’re selling.

Building a Scalable Advisory Model This isn’t about adding advisory as a side offering. It’s about restructuring your firm so that advisory becomes the primary revenue engine — one that grows without requiring you to personally work more hours.

Moving Beyond Compliance Compliance work keeps the lights on. Advisory work builds wealth. You’ll get a clear framework for repositioning your expertise, elevating your perceived value in the market, and charging fees that reflect the outcomes you deliver — not the hours you bill.

The Positioning and Communication Shift How you talk about what you do determines what clients are willing to pay. You’ll learn how to articulate your value in a way that makes premium fees feel obvious to the right clients.

The Room Itself Is Part of the Value

One thing that separates this bootcamp from a webinar or online course is the caliber of people in the room.

David Perez is intentionally selective about who attends. This event is designed for tax firm owners who are already generating serious revenue — the $200K–$300K+ range — and who are ready to scale. That means the conversations happening in the hallways, over lunch, and between sessions are at a completely different level than what you’d find at a general industry conference.

When you’re surrounded by peers who think bigger, the standards shift. The possibilities that seemed out of reach start to feel inevitable.

Lunch both days is catered and structured as a “Lunch & Learn” with David’s coaching team — meaning even the breaks are high-value.

Event Details

Event: The 7 Figure Tax Advisor Bootcamp Host: David A. Perez / Tax Maverick Dates: May 26–27, 2026 Location: The Westin Southlake Hotel, Dallas, Texas Time: 9:00 AM – 5:00 PM CST (both days)

What’s Included With Your Ticket

Every attendee receives:

• Full 2-day access to the live bootcamp
• The Complete Tax Advisor Toolkit (training scripts and playbooks — $1,497 value)
• 7-Figure Tax Advisor Workbook to implement everything in real time
• Lifetime access to the full event recording
• Catered lunch both days, including a Lunch & Learn with the advisory coaching team
• Tax Advisor Swag Kit
• Certificate of Completion

Early Registration Price: $797 (regular price $997)

A VIP option is also available at $1,497, which includes front-row seating, an exclusive private dinner with David and his leadership team, and direct access to other high-level VIP attendees. VIP seats are strictly limited.

What Past Attendees Are Saying

The strongest endorsement for any event is the people who’ve already been in the room. Past 7 Figure Tax Advisor Bootcamp attendees — including CPAs, EAs, and advisory firm owners from across the country — have credited the event as a genuine inflection point in how they think about and operate their businesses.

Kim, Derek, Mark, Janine, Mo, Kevin, Dr. Dawn, Kyle, Isaac, Roshana, Stacey, Demarcus, Azja, Arceli — these are real practitioners who attended, implemented, and came back to share what changed. Their testimonials aren’t polished sound bites. They’re candid accounts from tax professionals who made the shift.

Is This Bootcamp Right for You?

Be honest with yourself for a moment.

If you’re looking for ways to take on more return volume, this isn’t for you. If you’re happy with where your firm is and have no interest in growing into advisory, this isn’t for you.

But if you’re a CPA, EA, or tax professional who:

• Is already doing solid numbers but knows there’s a ceiling on the current model
• Wants to add six figures or more in advisory income without adding proportional overhead
• Is ready to stop being the person who files returns and start being the trusted advisor clients turn to for strategy
• Wants to be in a room with other high-level practitioners who are thinking at the same level

…then the 7 Figure Tax Advisor Bootcamp in Dallas was built specifically for you.

How to Register

Early registration is open now at the discounted price of $797. Seats are limited — the selective nature of this event is part of what makes it valuable, and that requires keeping the room intentionally small.

Register here: advisors.taxmaverick.com/dallas

The tax industry is changing fast. AI is commoditizing basic prep work. Competition is intensifying at the low end. The professionals who will thrive over the next decade are the ones who reposition now — before the gap between preparers and advisors becomes impossible to cross.

May 26–27 in Dallas is where that repositioning starts.

The 7 Figure Tax Advisor Bootcamp is hosted by Tax Maverick and David A. Perez. For full event details, bonuses, and registration, visit advisors.taxmaverick.com/dallas.