Boost revenue & stand out with the TaxFitness tax planning course
If you’re still only offering tax compliance services, you’re leaving serious money on the table.
Included in your TaxFitness annual subscription, the self-paced tax planning course shows you exactly how to unlock an extra $30,000+ in fees in your first year—without adding a single new client.
Here’s what you get:
- Proven 10-step process to deliver high-value tax planning.
- 200+ tax strategies ready to implement.
- Client interview tools to uncover goals and build tailored advice.
- Templates, pricing guides & marketing materials to sell with confidence.
- Full integration with TaxFitness software – saves time, and automates reports.
Why it works:
- Clients value advice that saves them tax – not just form-filling.
- You’ll charge more, add value, and increase retention.
- Tax planning requires no extra licenses – just know-how.
- This practical training is designed for busy accountants. Learn at your own pace and start offering profitable tax planning services today.
- Already a TaxFitness subscriber? You’ve got access.
Need help getting started? Book a demo with us now.
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"You’d be stupid not to try to cut your tax bill and those that don’t are stupid in business"
- Bono: U2