3-Day Challenge: LIVE MARCH 11, 12, 13 @ 10:00 AM CST
Discover The ‘Get Paid First’ Secrets That Allowed Me To Build A
7-Figure Advisory Business with Just 83 Clients in My First Year.
NOTE: You will NOT make $25K per week overnight with what I’m going to teach you—just like hiring Michael Jordan as your coach wouldn’t make you the GOAT instantly. But don’t you think learning from someone who’s making $200K/month with this system could get you there a whole lot faster?
Watch the video below to discover how you can make $25k/week without chasing clients or working more.
Join The 3-Day Get Paid First Challenge Now
For A One-Time Discounted Payment Of Only $100
"The workshop opened my eyes to all the work I do for FREE! It made me see the value in my expertise and motivated me to also expand into something bigger than just tax preparation. The more I learn, the more it makes sense to get paid before I even do the work!"
- Melissa Gehrkens
"The workshop was mind blowing. The step-by-step walk through of how to get new clients as a person that is new to the industry is a game-changer. It has given me the confidence and posture I need to succeed as a Tax Advisor! I would recommend this course and software to anyone that is looking for true time and financial freedom! The blueprint is given to the 100K!"
- Kimberly Whitfield
"Was thinking of ways to help my current clients with actual tax savings and implementing something of real value other than - pay more estimated taxes. Lots of gems to bring to clients"
- Raymond Abellera
In just 3 days, I’ll show you how to STOP working for free and
Start collecting $25K per week from tax advisory—before you even touch a tax return.
Start collecting $25K per week from tax advisory—before you even touch a tax return.
Here's The Schedule And Sessions For
The 3-Day "Get Paid First" Challenge:
Day 1
10 AM to 3 PM CST
8 AM PST | 10 AM CST | 11 AM EST
Attracting & Converting High-Paying Advisory Clients
Now that you understand WHAT to offer, it’s time to focus on WHO to offer it to and HOW to close the deal.
- CARE Formula: Your Ultimate Tax Advisory Roadmap: The 4-step system to package, price, and sell tax advisory at premium rates.
- Marketing Made Simple (Part 1): Where to find high-value clients who will pay $5K - $20K for your expertise.
- Marketing Made Simple (Part 2): How to position yourself as the go-to advisor and make clients say YES fast.
- The One Call Close - How to Never Work for Free Again: The script you need to close premium clients in a single call—without push back.
By the end of Day 1, you’ll have a repeatable system for closing $5K-$20K advisory deals—without push back.
Day 2
10 AM to 3 PM CST
8 AM PST | 10 AM CST | 11 AM EST
The 1% Tax Advisory Formula to 6 Figures a Month
The CARE Formula is the ultimate framework for running a high-profit tax advisory business.
- Pricing & Packaging Tax Advisory for High-Value Clients How to structure, price, and present your advisory services for maximum profit.
- Systems That Scale Fast: Automate and streamline your business so you can scale without working harder.
- The New Way of Offering Advisory: Shift from basic tax prep to premium tax strategy—and get paid what you're worth.
- The Most Powerful Call for Clients Who Pay: A step-by-step framework to handle objections and close high-ticket deals fast.
By the end of Day 2, you’ll never second-guess yourself again when it comes to selling tax advisory.
Day 3
10 AM to 3 PM CST
8 AM PST | 10 AM CST | 11 AM EST
Delivering Results Your Clients Will Pay & Stay For
Now that you understand how to close high-ticket clients, it’s time to scale to $25K+ per week.
- Metrics That Determine Success: The key numbers & reports that prove your value and keep clients renewing.
- Implementing on Tax Strategies, Best Practices: How to deliver high-impact tax planning that gets results (and referrals).
- Mastering Tax Advisory Using Software & AI: Use tech & automation to work smarter, serve more clients, and scale fast.
By the end of Day 3, you’ll have a clear roadmap to build a 6-figure advisory business—where YOU call the shots.
It’s No Secret...
If you learn how to get paid upfront for tax advisory (using the exact system I’ll teach you), you’ll never work for free again.
From: David A. Perez
Location: San Benito, TX
Dear Tax Professional,
No matter who is in office, and regardless of what the IRS or AI-powered tax software throws your way… learning how to get paid FIRST for tax advisory – using my proven "New Way" of selling – can completely change your income, your career, and your life.
Now, is this 3-day Get Paid First Challenge for you?
To avoid wasting your time, let me quickly describe the mindset and experience of the tax professionals who will benefit the most from this challenge…
IF YOU WANT TO STOP WORKING FOR FREE
You’re a tax preparer, CPA, EA, or bookkeeper, and you’re tired of doing extra work without getting paid. Clients call you asking for tax advice, and you’re giving away valuable strategies without charging for them. This challenge will show you how to change that immediately.
IF YOU WANT TO MAKE MORE MONEY – WITHOUT DOING MORE WORK
Right now, you're good at tax prep or bookkeeping, but you know you’re not charging what you’re worth. You’re tired of low-value clients nickel-and-diming you while others in the industry are collecting $5K - $20K per client upfront. I’ll show you exactly how to do the same.
IF YOU WANT HIGH-PAYING CLIENTS TO SEEK YOU OUT
You’ve heard about tax advisory, but you’re not sure how to sell it, price it, or attract the right clients. You assume you need more credentials or years of experience to charge premium fees. That’s a lie.
Spend THREE DAYS with me and my team and we’ll show you how to attract the right clients and confidently close them—before ever doing any work.
If you’re still reading, then this could be the most important, game-changing event of your career!
Let me get right to it—my name is David A. Perez. I’ve been in the tax industry for the last 17 years, starting as a tax preparer, but now, I teach tax professionals like you how to break free from the old way of doing business and start getting paid first.
I went from making $200 per tax return to $200K/month in advisory fees—not by working harder, but by changing the way I sell my expertise.
I built one of the largest tax preparation businesses in the country, with 15 offices and thousands of clients—but despite all of that, I was overworked, underpaid, and stuck in an endless cycle of trading time for money.
Then, in 2020, everything changed.
A client paid me $1,500 upfront for tax advice—more than I had ever been paid for my expertise before. That moment made me realize:
- I had been giving away my tax knowledge for free for YEARS.
- There were high-paying clients willing to pay thousands for expert tax strategies.
- I had been selling the WRONG way my entire career.
In my first year, I built a 7-figure tax advisory business with only 83 clients. Now, I have a rock-solid, proven system that shows tax pros exactly how to attract high-paying clients, charge $5K - $20K upfront, and build a predictable, scalable income—without working more.
Now, I’m pulling back the curtain and teaching tax professionals my Get Paid First System—the same system that lets me charge $5K-$20K upfront for tax advisory services.
Most tax pros think the only way to grow is to file more tax returns, get more clients, and work harder. That’s the Old Way—and it’s broken.
What I’m going to teach you in this challenge is the New Way—how to package, sell, and charge for tax advisory services without ever working for free again.
By the time we’re done, you’ll know exactly:
- How to identify & attract premium clients who are willing to pay you upfront.
- How to confidently charge $5K - $20K for your tax advisory services.
- How to get paid before doing any work—so you never waste your time again.
This isn’t theory. This is the exact system that built my $200K/month business.
If you’re ready to stop undercharging, stop overworking, and start getting paid FIRST, this challenge will change everything for you.
Let’s dive in. The New Way starts now.
The Three Ways to Run Your Tax Business
(And The ONE That Predictably Brings In $25K/Week…)
The “Old Way” – Seasonal Tax Prep & Low Fees
If you’ve been in tax prep for a while, you know this model well…
- Hustle like crazy for 3 months, then scramble to survive the rest of the year.
- Compete with cheap tax preparers and DIY software that drives prices down.
- Rely on low-value clients who argue over your fees but expect premium service.
The PROBLEM?
This model keeps you stuck. You’re constantly chasing new clients, drowning in paperwork, and never really in control of your income. You have no leverage, no security, and no guarantee you’ll even get paid.
The “Bookkeeping Trap” –
Year-Round, But Still Underpaid
Many tax pros try to “escape” tax prep and hold on to the clients they have for another year by adding bookkeeping, payroll, or accounting to make money year-round. On paper, it sounds smart: recurring revenue, steady income, and more work outside of tax season.
But here's the reality...
- You’re still stuck trading time for dollars.
- Clients still expect way more than they pay for.
- You’re not seen as an advisor—just another service provider.
The PROBLEM?
You’re still not getting paid what you’re worth. You’re managing dozens (or even hundreds) of small-paying clients instead of a few high-value ones. You’re working harder, not smarter.
The “Get Paid First” System – The New Way
THIS is the game-changer.
Instead of working for free, waiting on payments, or stressing about tax season, you flip the model completely.
With this method, you…
- Stop being a service provider & start being a trusted, high-paid expert.
- Offer tax advisory services year-round—not just during tax season.
- Work with fewer clients—but make way more money.
- Get paid BEFORE you do any work—$5K, $10K, even $20K upfront.
The PROBLEM?
Most tax pros don’t know how to sell advisory the right way. They assume they need more credentials, more experience, or some “secret” strategy.
But the truth is: there’s a proven system for making this shift FAST—without wasting years figuring it out.
That’s exactly what I’m teaching you inside the 3-Day Get Paid First Challenge.
Bottom Line?
If you’re tired of working for free and hoping clients “appreciate” you… it’s time to switch to the New Way.
Are you ready to start getting $5K - $20K per client upfront?
Let’s do this.
Now, Here’s the Thing…
All three of these methods have one thing in common… you need to be able to position and sell your expertise.
It takes learning a new skill set to go from low-paid tax prep (Method One) to monthly retainers (Method Two)… and a completely different skill set to start getting paid FIRST (Method Three).
Now, I’m biased, and I’ll always say that offering tax advisory is the #1 way for tax pros to escape low-paying, seasonal work.
I’ve helped hundreds of tax professionals flip their business model, raise their prices, and collect $5K-$20K per client—upfront.
But here’s the truth most people won’t tell you…
Selling advisory services isn’t about “knowing more tax strategies” or “getting more credentials.”
The real magic is HOW you position yourself and communicate your value to clients.
If you say the wrong thing—or worse, say the right thing at the wrong time—you’ll hear:
- "That’s too expensive."
- "I’ll think about it."
- "I have to ask my…."
That’s why I spent the last 3 months putting together the ULTIMATE step-by-step system for tax pros who are ready to start getting paid upfront.
I call it the...
Get Paid First Challenge!
Give Me Just 3 Days… And I’ll Show You Exactly How To
- Position yourself as a high-value tax advisor (instead of just a tax preparer).
- Confidently charge $5K - $20K per client—and have them say YES without hesitation.
- Get paid upfront—before you ever do any work.
To make Method Three work, you don’t need more tax knowledge—you need the right system to sell advisory the right way.
And that’s exactly what you’ll learn inside the 3-Day Get Paid First Challenge.
- Position yourself as a high-value tax advisor (instead of just a tax preparer).
- Confidently charge $5K - $20K per client—and have them say YES without hesitation.
- Get paid upfront—before you ever do any work.
I’ll Reveal EXACTLY What to Say to Get Clients to
Happily Pay You $5K - $20K Upfront.
Inside the Get Paid First Challenge, I’ll show you THE RIGHT WORDS to use at each step of the process so that premium clients see you as their go-to tax advisor and eagerly hand over large sums of money—before you do any work.
All without…
- Spending hours in one-on-one calls, hoping (and praying) someone finally says yes…
- Wasting time pitching unqualified prospects who “need to think about it”…
- Hiring a team that cuts into your profits…
The 3-Day Get Paid First Challenge will give you rock-solid confidence in your ability to position and sell tax advisory services. No more wondering, “Can I really charge this much?”—you’ll know exactly how to do it.
And the best part?
Once you master this system, it works for you—on autopilot.
Instead of working harder, you’ll be working smarter, turning your tax advisory services into a predictable, scalable revenue stream.
Now, here’s what we’re covering over the 3 days of the Challenge…
What You’ll Learn in the Get Paid First Challenge
Over 3 days, I’ll take you inside my $200K/month advisory business and teach you step-by-step how to start getting paid first.
We’ll break it down using my CARE Formula—the same system that allows me to charge $5K - $20K per client upfront while working fewer hours than ever before.
Attracting & Converting High-Paying Advisory Clients
If you’re tired of chasing clients, struggling with price objections, or working for free—this is where it stops.
- CARE Formula – Turn tax prep into a high-ticket advisory business with a step-by-step system, upfront payments, and scalable success.
- Marketing Made Simple – Find high-paying clients ($5K-$20K), attract them without cold calling, and position yourself as an expert.
- The One Call Close – Use a proven script to close deals in one call, handle objections, and stop working for free.
- Tax Advisory Growth – Master marketing, sales, and client conversions for a predictable, profitable business.
By the end of Day One, you’ll have a proven system to attract high-paying clients, close deals confidently, and get paid upfront.
The 1% Tax Advisory Formula to 6 Figures a Month
If you want to attract high-value clients, charge premium fees, and grow your tax advisory business without working more hours—this is where it begins.
- Pricing & Packaging for High-Value Clients – Use top-tier pricing models, package offers worth $5K-$20K, and avoid common pricing mistakes that kill sales.
- Systems That Scale – Grow your advisory business without adding hours through automation, delegation, and a seamless client onboarding process.
- The New Way of Advisory – Move beyond tax prep, future-proof your business, and create a model that keeps clients paying year after year.
- The Most Powerful Call for High-Paying Clients – Master a proven call framework, handle objections effortlessly, and craft offers so compelling that clients ask, “How do we start?”
By the end of Day Two, you’ll have a repeatable system to price, package, and sell your advisory services—so high-value clients pay you what you’re worth, upfront.
Delivering Results Your Clients Will Pay & Stay For
Success in tax advisory isn’t just about giving advice—it’s about proving your value, maximizing client savings, and leveraging technology to scale effortlessly.
- Metrics That Matter – Track key KPIs, show clients their exact savings, and use data to keep them coming back—and paying more.
- Implementing Tax Strategies – Apply high-value tax strategies that business owners will pay top dollar for, without overcomplicating your workflow.
- Mastering Tax Advisory with AI & Automation – Leverage AI and software to streamline services, boost efficiency, and stay ahead of the competition.
By the end of this, you’ll have the tools, strategies, and tech to prove your value, increase client retention, and grow your advisory business—without adding more work.
This 3-Day Challenge Will Change How You Do Business Forever
Once you see how simple it is to get paid $5K - $20K before doing any work, you’ll never go back to the old way of undercharging and overworking.
If you’re ready to get paid FIRST and build a business that works for YOU…
Join the Get Paid First Challenge now!
In Short, The ‘Get Paid First Challenge’ Is
A Game-Changer for Tax Pros
Ready to Start Collecting $25K Per Week—Before Doing Any Work?
This is your once-in-a-lifetime opportunity to dramatically transform how you sell tax advisory services—so that high-paying clients practically chase YOU down, eager to pay you $5K - $20K upfront BEFORE you ever do any work!
"The content delivered by the team is incredible and I look forward to implementing the entire process. As an aside, the Q&A sessions are pretty tough to sit through. Questions should be broad and generic or about the information specifically presented. If the question pertains to the individuals unique experience(s) or circumstances that should be taken offline for the team to answer privately."
- Brian Boudreau
"This workshop gave me the marketing tools to lead with Advisory service. I'm inspired to get at least three paid assessments before the end of the year. Thanks to David and the team for the wealth of knowledge."
- Salaam Willis
"Before coming to this event, I didn't know how to deliver or market tax advisory services. After Day 1, I feel empowered to go introduce myself to the world and actually deliver an amazing service to my clients."
- Ben Morris
Here’s What You Can Expect From The
Get Paid First Challenge!
Before The Challenge
- Relying on low-paying tax prep and wondering where your next client will come from
- Giving away tax advice for free—while clients happily pay someone else
- Watching other tax pros make 6-7 figures from advisory while you’re still grinding away at tax returns
- Struggling to raise your prices without losing clients
- Feeling stuck, frustrated, and overwhelmed, knowing there HAS to be a better way
After The Challenge
- A fully built-out, step-by-step system for selling high-ticket tax advisory services like clockwork
- A predictable, scalable income stream that pays you before you do any work
- Finally loving your business because you’re working with fewer clients—but making way more money
- Knowing the exact words to say to close $5K - $20K deals with confidence
- Going from "just a tax pro" to a respected, in-demand tax advisor
The Get Paid First Challenge will change how you do business forever. Are you ready?
What's Your Investment?
The investment for this 3-day challenge is just $100—a tiny fraction of what you’ll gain when you start charging $5K - $20K upfront for your tax advisory services.
I’ve done free trainings before, but let’s be honest—freebie seekers never take action.
I’m looking for serious tax pros who are ready to ditch tax prep burnout and start collecting $25K per week with advisory.
This isn’t theory. I’m going to show you, step-by-step, how to sell tax advisory with confidence, charge premium fees, and never work for free again.
I normally charge $500+ for a single session, but because you’re here—and because I know this will transform your business—your investment today is just $100.
For that small investment, you’ll get access to a proven system that can add six or seven figures to your business.
100% Satisfaction Money-Back Guarantee
I want you to feel 100% confident that this is the best decision for your business.
That’s why I’m offering a risk-free, money-back guarantee.
If you attend the challenge and don’t feel like you’ve received game-changing strategies you can immediately implement, just email my team at info@getpaidfirstchallenge.com, and I’ll refund every penny.
That’s how sure I am this will change your business forever.
Why Time Is Of The Essence
Listen, I’ve never done an event like this before… and I may never do it again.
With everything I’m putting into this ‘Get Paid First’ sales system, I honestly don’t know if I’ll run this challenge again anytime soon.
If you don’t sign up now, you may never get the chance to attend this game-changing event.
Because this is a live virtual event, space is strictly limited to avoid bandwidth issues. Once we hit capacity, registration closes—no exceptions.
So, if you’re still wondering if this is for you…
DON'T WAIT! SIGN UP FOR THE
3-DAY ‘GET PAID FIRST CHALLENGE’ NOW
Normally: $2,997
Today's Price: $100!
WHAT
3-Day Virtual Event:
‘Get Paid First Challenge’
WHEN
March 11th - 13th
10 AM - 3 PM CST Daily
WHY
So you can stop working for free and start collecting $5K - $20K upfront for tax advisory—before ever doing any work!
NOTE: This event is 3 FULL days of high-impact, step-by-step training with MY ENTIRE TEAM. Mark your calendar and set aside time to be fully present—because this could be the game-changer your business needs!
Imagine What Your Life Could Look Like in Just 3 Days…
DON'T SIT THIS ONE OUT!
Join The 'Get Paid First' 3-Day Challenge Today for a Discounted Low Payment of $100!
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