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David A. Perez
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Sep 7, 2026
From Tax Compliance to Tax Strategy
5:50
13:51

Lee CantorHOST
Now, do you find that the people you're working with or would like to work with, do they believe you when you're saying these things? Or are they skeptical and think that it's business as usual?
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6:03David A. PerezGUEST
I would say that, you know, we're in a trust economy, right? People don't trust a lot of things, but I mean, I come at a common sense approach.
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6:11David A. PerezGUEST
I just say, if you ask a tax firm owner right now, a CPA or an accountant, and you say, has your firm grown exponentially in the last five years? And every one of them will probably say no.
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6:22David A. PerezGUEST
And you'll say, is it because of a lack of clients or a lack of revenue? And they'll say, well, I got a bunch of clients.
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6:29David A. PerezGUEST
Why is that? And they would say, well, my client's continue to complain about the fees that I charge.
7 MINS LATER

Lee CantorHOST
So how do you implement kind of the value-based pricing? What's an example of how that works?
1. $1 BILLION in Tax Savings: The Secrets Your CPA Won't Tell You | David Perez
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3:42Justin ColbyHOST
Um, but w- what would be some pieces of advice for those early-stage entrepreneurs?
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3:47David A. PerezGUEST
Well, my advice for early-stage entrepreneurs is always gonna be don't run your, your business out of a bank account.
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4:03David A. PerezGUEST
So it's how much money comes in, how much goes out, and hopefully there's a surplus at the end of the month, and that surplus is what they live on.
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4:10David A. PerezGUEST
And depending on, on the seriousness of your business, meaning seriously- seriousness to me means commitment, will determine how well you manage that input-output, right? Because if you're managing it to live out of there, that's a problem, and that usually happens to most early-stage entrepreneurs.