Why Certified Maverick
Built for Business Owners. Backed by Excellence.
Certified Maverick strategists are trusted tax professionals committed to helping you discover savings your current advisor is missing.
The Certification Process
How Advisors Become Certified Mavericks
Not everyone can become a Certified Maverick. Our rigorous certification process ensures only the most dedicated and skilled tax professionals earn this distinction.
Application & Screening
Candidates must hold professional credentials (CPA, EA, CFP) and demonstrate a commitment to serving business owners.
Intensive Training
Complete our rigorous curriculum covering advanced tax strategies, wealth building techniques, and exit planning methodologies.
Certification Exam
Pass comprehensive examinations demonstrating mastery of the Three-Pillar Framework and real-world application.
Ongoing Excellence
Maintain certification through continuing education, peer collaboration, and adherence to our ethical standards.
Comprehensive Curriculum
What Mavericks Learn
Our curriculum covers the three pillars of wealth protection: tax optimization, wealth building, and exit planning.
Tax Optimization Mastery
- Cost Segregation Studies
- R&D Tax Credits
- Entity Structuring
- Tax-Loss Harvesting
- Qualified Opportunity Zones
Wealth Building Strategies
- Asset Protection
- Retirement Optimization
- Investment Tax Planning
- Real Estate Strategies
- Deferred Compensation
Exit Planning Excellence
- Business Valuation
- Succession Planning
- Sale Structuring
- ESOP Strategies
- Legacy Planning
Success Stories
Hear From Business Owners Like You
Real results from real clients. These are the stories that drive us.
Before working with my Certified Maverick, I was leaving money on the table every year without even knowing it. Last year alone, we saved over $180,000 in taxes legally. It changed everything for my business.
David Martinez
Founder, Martinez Construction
I've worked with CPAs my entire career, but none of them thought proactively about my wealth. My Maverick doesn't just file my taxes. They plan my future. I finally feel like I have a real partner.
Rachel Kim
CEO, Bloom Digital Agency
When I sold my e-commerce business, my Maverick structured the deal to save me nearly half a million in taxes. That money is now working for me in real estate. Best decision I ever made.
James Wilson
Serial Entrepreneur
$700M+
Total Client Savings
50+
Tax Firms
25
States Covered
4.9★
Average Rating
Ready to Work with a Certified Maverick?
Speak with a trusted tax strategist who can help you optimize your taxes, build lasting wealth, and plan a successful exit.