Tax Assessment Software,
Planning and Management System
Tax Maverick is an AI-powered tax management system designed to help advisors deliver faster, clearer, and more profitable tax planning for every client. From instant assessments to automated strategy and deduction workflows, our tax assessment software turns raw client data into confident recommendations and next-step plans, without manual busywork.
Five Powerful Tools, One Platform
Everything you need to streamline tax advisory and deliver exceptional client value.
Tax Assessment Software
Show clients exactly how much you can save them with our tax assessment software. Fully customized, easy-to-understand tax savings assessments.
Smart Pick
AI automatically identifies the most applicable tax optimization strategies for each client based on their financial data.
GOOS
AI-powered tax assessment results with instant feedback and actionable insights for better tax planning.
F.A.S.T. Steps
Structured tax management system guiding you from foundational to advanced tax strategies.
Client Search
Manage your entire client portfolio with powerful search and filtering for efficient tax planning.
Explore Each Feature in Detail
Discover how each tool works together to streamline your tax advisory practice and deliver exceptional results for your clients.
Tax Assessment Software
Show your clients exactly how much you can save them with a fully customized, easy-to-understand tax assessment powered by our tax assessment software that builds instant trust and drives paid engagements. Select from proven tax optimization strategies like Augusta Rule, Oil & Gas Investment, and more.
Smart Pick
Smarter Strategy Selection. Faster Results.
The SmartPick feature is designed to streamline the tax strategy selection process by automatically identifying the most applicable strategies based on each client's financial data. It removes the guesswork and helps advisors quickly present high-impact, personalized recommendations for proactive tax planning.
GOOS
Automate. Simplify. Maximize.
GOOS simplifies and optimizes tax assessment calculations by automatically analyzing client financial data. It enhances efficiency for tax advisors, ensuring assessments are accurate, compliant, and fully optimized for maximum tax savings to support better tax planning.
F.A.S.T. Steps
Foundational. Advanced. Strategic. Tactical.
The F.A.S.T. Steps framework guides you through tax strategy selection with a structured approach. Start with foundational strategies that offer immediate impact for your tax planning, then progress to advanced strategies. Build your base layer of tax savings with confidence using our tax management system.
Client Search
Manage Your Entire Client Portfolio
The Client Management dashboard gives you a complete view of all your clients in one place. Track tax years, savings status, fee structures, and projections. Our tax assessment software helps you quickly search, filter, and access any client's information to stay organized and deliver exceptional service at scale.
Start delivering clarity
right away
See your clients' tax health in minutes. No guesswork.
No obligation. Cancel anytime.