Tax planning course
Generate fees for your practice
TAX PLANNING COURSE
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Guided online course – 3-hour Zoom session
One extra participant is complimentary (Learn with a friend or work colleague).
Find out what's in the Zoom session -
Included material
Self paced manual.
Core course content (videos, checklists, PDF summaries, marketing materials, marketing emails). -
Consolidation
2 x 45 minute Zoom mentoring and feedback sessions (take advantage of the opportunity in the first 3 months after your guided 3-hr online Zoom training to receive further help and advice).
$500 + GST
to take this course
Tax planning
Guided online course – 3-hour Zoom session.
The course will focus on the most valuable areas of tax planning for your specific knowledge level and needs. This is a tailored course.
Beginner to intermediate stage. The course will usually focus on:
- Overall familiarisation so you can find your way around the software.
Discuss the application of some important strategies thereby creating a foundation to build from. - Produce real reports for real clients and learn how to explain and present these to clients.
- Explore our manuals, online resources and marketing centre to help drive the benefits of these services to clients.
- Optionally, find out more about outsourcing as this may be the ‘foot in the door’ or starting point for some practices. With outsourcing, you can generate fees safely while continuing your learning curve with a view to either taking over the services completely when you feel confident (partially or perhaps deciding you wish to remain with the outsourced option long-term).
Intermediate to advanced stage. The course will usually focus on:
- Exploring the software to get the most out of its features – tips, shortcuts, refinements, databases in the programme and navigation.
Produce real reports for real clients and learn how to explain and present these to clients. - Explore more advanced strategies in the database that you may not know about and that have compelling advantages.
- Tools and support features in the platform and how to use them in a complementary way to drive tax planning as a results-oriented service.
- Marketing and resources – the best products on the platform for your needs now and going forward.
Understanding our courses
Our tax planning course can help you understand more about tax planning, which clients it can benefit, tax planning strategies, how to promote the service to clients and how to interact with them to lock in the service. It creates the opportunity to generate client fees by working with real clients with tax planning needs. As with anything, once you have more idea about how something works, you can start practising those skills.
The tax planning course course can assist you in establishing tax planning as a standard workflow in your practice so you and your clients do not miss out on opportunities that benefit both parties.
The guided 3-hour Zoom session provides the chance to see how you can use client data in your existing database to obtain results. Follow this up with a further 2 x 45 minute Zoom sessions for futher support and assistance in the first 3 months after your course.
TaxFitness has its own software (featuring over 200 strategies) that produces detailed reports that can be branded by accounting practices with their own practice name and logo.
Presenting a client with a report that clearly shows this information in a professional format is very beneficial to being able to explain the benefits, savings and service. It adds credibility and structure to the process.
TaxFitness software subscriptions are not included in the courses. If you do not hold a subscription, we will provide you with access to the software for the duration of the course.