RICH SHOULDN'T BE YOUR GOAL

STOP CHASING RICH, START BUILDING WEALTH

RICH SHOULDN'T

BE YOUR GOAL

STOP CHASING RICH

START BUILDING WEALTH

Build real Wealth

There's a Difference between Rich & Wealthy

I'm here to tell you that 'rich' is not enough.

Here's why wealth should be your ultimate goal

Go From Tax Savings to Wealth Creation

With a track record of helping over 5,000 clients save on taxes, My team and I offer expert strategies so you can use those savings to grow your wealth.

Discover why aiming for wealth, rather than just income, can transform your financial landscape and provide benefits that last for generations.

Learn from a Master of Wealth Strategy

My presentations on Real Estate, Business Development, and Tax Strategy have captivated numerous audiences. Let me show your attendees how focusing on wealth rather than just income can dramatically change their financial futures.

Unlock Wealth-Building Strategies Live

Join me live on "Escape the Rich Trap" for personalized coaching that will transform your approach from rich to truly wealthy. Share your story and gain expert insights tailored to elevate your financial strategy.

Schedule Your Strategy Hour with me

Looking for tailored advice on enhancing your financial strategy? I dedicate a few hours each week to help ambitious individuals like you create robust plans for tax, business, and real estate that pave the way to true wealth. Let’s make wealth your reality, not just your goal.

Build real Wealth

There's a Difference

between Rich & Wealthy

I'm here to tell you that

'rich' is not enough.

Here's why wealth should

be your ultimate goal

Go From Tax Savings to Wealth Creation

With a track record of helping over 5,000 clients save on taxes, My team and I offer expert strategies so you can use those savings to grow your wealth.

Discover why aiming for wealth, rather than just income, can transform your financial landscape and provide benefits that last for generations.

Learn from a Master of Wealth Strategy

My presentations on Real Estate, Business Development, and Tax Strategy have captivated numerous audiences. Let me show your attendees how focusing on wealth rather than just income can dramatically change their financial futures.

Unlock Wealth-Building Strategies Live

Join me live on "Escape the Rich Trap" for personalized coaching that will transform your approach from rich to truly wealthy. Share your story and gain expert insights tailored to elevate your financial strategy.

Schedule Your Strategy Hour with me

Looking for tailored advice on enhancing your financial strategy? I dedicate a few hours each week to help ambitious individuals like you create robust plans for tax, business, and real estate that pave the way to true wealth. Let’s make wealth your reality, not just your goal.

I'm David, Nice to meet you.

I usually meet clients for the first time because they’ve got a huge tax problem. After all, that’s my background, and understanding the ins and outs of the tax code is one of my superpowers. I’m the go-to Tax Strategist for high-income earners.

Time and time again, I meet people who are first-generation rich and simply don’t know what to do with their money. They get “stuck” not knowing what to do next.

I’ve been there, and it sucked. 

Being stuck leads to frustration, missed opportunities, and worst of all, paying unnecessary taxes. Back in 2015, I encountered my biggest tax bill, $142,000! That day, I realized I didn’t really understand taxes.

I vowed to never let a bill like that happen again. I realized I no longer wanted to just be a tax preparer, and made a commitment to myself to master the tax code.

It took me 5 years of studying to crack the code and really understand how the wealthy avoid paying taxes. Now, I’ve turned my years of experience and studying into a formula. I call it The 3% Formula.

Using this formula I’ve helped thousands of people just like you avoid paying taxes and ESCAPE THE RICH TRAP, so they can use those tax savings to BUILD WEALTH.

I’m on a mission to help 5 million people avoid paying 50 billion of unnecessary taxes. 

I want you to be one of them.

I usually meet clients for the first time because they’ve got a huge tax problem. After all, that’s my background, and understanding the ins and outs of the tax code is one of my superpowers. I’m the go-to Tax Strategist for high-income earners.

Time and time again, I meet people who are first-generation rich and simply don’t know what to do with their money. They get “stuck” not knowing what to do next.

I’ve been there, and it sucked. 

Being stuck leads to frustration, missed opportunities, and worst of all, paying unnecessary taxes. Back in 2015, I encountered my biggest tax bill, $142,000! That day, I realized I didn’t really understand taxes.

I vowed to never let a bill like that happen again. I realized I no longer wanted to just be a tax preparer, and made a commitment to myself to master the tax code.

It took me 5 years of studying to crack the code and really understand how the wealthy avoid paying taxes. Now, I’ve turned my years of experience and studying into a formula. I call it The 3% Formula.

Using this formula I’ve helped thousands of people just like you avoid paying taxes and ESCAPE THE RICH TRAP, so they can use those tax savings to BUILD WEALTH.

I’m on a mission to help 5 million people avoid paying 50 billion of unnecessary taxes. 

I want you to be one of them.

BUILD YOUR OWN ECONOMY!

Focus on yourself instead of the world around you.

Pay attention to what you can control, not what you can't.

If you're anything like me,

you've drawn a line in the sand.

  • If you're done allowing anything or anyone to get in your way.

  • If you've decided you won't be shaken (no matter what's going on in the world.)

  • If you refuse to allow outside circumstances to change your course.

  • If you've accepted responsibility for all that you have (and all that you don't.)

    You're an ECONOMY BUILDER!

DAVID A. PEREZ

DAVID A. PEREZ

DAVID A. PEREZ

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