The proven framework to deliver scalable, profitable tax planning

Most accounting firms want to offer tax planning—but few have the systems to do it well. The TaxFitness 10-step tax planning process gives your practice a clear, repeatable method to deliver real value to clients and grow your advisory revenue with confidence.

Here’s how it works:

• Step 1: systems and practice integration
  Embed tax planning into your daily operations without disrupting your current workflow.
• Step 2: information gathering
  Collect only what’s necessary—efficiently and professionally.
• Step 3: fees and charging clients
  implement a pricing model that reflects the real value of your advice.
• Step 4: educate clients
  help clients understand the benefits of structured, proactive tax planning.
• Step 5: sell the service professionally
  use a consultative and structured approach—no pressure, just value.
• Step 6: access the strategy database
  explore 600+ tax and business advisory strategies across entities and industries.
• Step 7: select tailored strategies
  use ai or manual selection to build a strategy that fits each client’s needs.
• Step 8: generate the tax planning report
  produce a polished, compliant, and client-friendly report in minutes.
• Step 9: present in an advisory meeting
  deliver insights that go beyond numbers—show clients the strategy.
• Step 10: implement the strategies
  help your clients take action and track their results.

This isn’t theory—it’s a proven system used by accounting firms across Australia to grow advisory revenue and improve client outcomes.