Elite Certification

Become a Certified Maverick

Join an exclusive network of trusted tax strategists. Not everyone qualifies - only the best earn the Certified Maverick designation.

What We Look For

Certified Mavericks are distinguished professionals who meet our rigorous standards.

01

EA, CPA, CFP, RIA, PTIN, or equivalent professional certification required.

02

Demonstrated track record serving business owners and entrepreneurs.

03

Dedication to client success and continuous professional development.

Certification comes with exclusive benefits designed to elevate your practice and professional standing.

Complete the application below. Our team reviews all submissions and responds within 48 hours.

First Name *

Last Name *

Email Address *

Phone Number *

State *

Firm Name

Years of Experience *

Website

LinkedIn Profile

Select all that apply

Enrolled Agent (EA)IRS-authorized tax practitioner

Certified Public Accountant (CPA)State-licensed accountant

Certified Financial Planner (CFP)Financial planning certification

Registered Investment Advisor (RIA)SEC/state registered advisor

PTIN HolderIRS Preparer Tax ID Number

OtherOther professional designation

Professional Background *

Tell us about your experience and why you want to become a Certified Maverick.

By submitting, you agree to our review process. Applications are typically reviewed within 48 hours.

48hrApplication Review

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