Why tax planning is the smartest growth move for your accounting firm
Let’s face it, most traditional accounting services are seen by clients as mandatory form-filling exercises. BAS lodgements, compliance reports, tax returns etc, they may be essential, but they’re rarely appreciated. Why? Because clients don’t feel the value. These services are expected, not celebrated. But what if your firm could flip the script?
Value-added services create loyal clients
Clients do value services that help them grow their business, reduce their tax legally, and achieve personal and financial goals. This is where tax planning and business advisory come in.
When delivered effectively, these services tick one essential box: They add value. And not just a little.
For a service to be considered truly “value-added,” it should return at least 3x the cost to the client. Ideally? It should deliver 5–10x. That’s why tax planning is a game-changer. Unlike compliance work, it directly impacts your clients’ bottom line—often saving them tens of thousands of dollars. That’s real value they can see, feel, and remember.
The competitive advantage you already have
If you’re a registered tax agent with the Tax Practitioners Board, here’s the kicker: You already have the green light to offer tax planning. No extra licences. No complex compliance hurdles. No added red tape.
Why now is the perfect time
With tax season around the corner and economic uncertainty top-of-mind for many clients, the demand for strategic advice is rising. Business owners aren’t just looking for compliance – they’re looking for direction.
If you’re not offering tax planning, you’re leaving a major revenue and retention opportunity on the table.
How TaxFitness can help
TaxFitness is purpose-built to help accounting firms build a scalable, profitable tax planning division. We give you the tools, strategies, reports, and support to confidently deliver high-value outcomes to clients – without reinventing the wheel. Whether you’re just starting or scaling up, we can help you turn tax planning into your most profitable service line.
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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