The #1 reason clients don’t say yes to tax planning?

Clients don’t understand what tax planning is or how it saves them money. That’s why Step 4 of the TaxFitness 10-step tax planning Framework is simple: educate your clients.

Here’s exactly what you need to teach them:

• What tax planning includes (and what it doesn’t).
• Their current tax position—taxable income, tax payable/refundable, and net worth for each group member.
• Their specific tax-saving opportunities.
• How tax planning works, why it’s essential, and how YOU (their accountant) are the expert to deliver it.

Here’s why this matters:

• Educated clients say YES to tax planning—and they pay for it.
• It builds your credibility and expert status—clients trust you, and they refer others.
• It improves their financial literacy, making them better business owners.
• It deepens trust and engagement, leading to higher retention, more referrals, and bigger fees.
• Want to turn client education into a systemised, revenue-driving service in your practice?

Want the tools, strategies, and templates to build a high-value tax planning service that clients say yes to? That’s exactly what you get inside TaxFitness. We’ve helped accountants across Australia deliver structured tax planning services, confidently, profitably, and at scale.