You can have the best tax planning report in the world, but if nothing is implemented, your client saves $0. Implementation is where tax planning becomes real It’s the final and most critical step in the process. Here’s why implementation matters: Turn strategy into action — move from theory to results Maximise tax savings —…
We’ve just released a major suite of upgrades to help you deliver higher-value, tailored, and more strategic advice to your clients. 1. Custom report titles Rename reports to match your client’s exact needs: – Asset Protection Report – Top 20% Benchmarking Report – Family Group Tax Strategy – Wealth Report – Profit Optimisation Plan You choose the title to make every report…
Tax planning isn’t just about running numbers or generating reports. The true value lies in the advisory meeting — the conversation that transforms strategy into action. This is where accountants elevate their role from compliance processors to trusted strategic advisors. Here’s how high-performing firms deliver maximum impact in client meetings: Present the tax planning report with clarity and purpose Walk…
TaxFitness is excited to announce a new partnership with AccountanXY. Marketing coaching, training, and resources for industry disruptors! Successfully marketing your services and standing out from the crowd of same-same accountants is the answer you’ve been looking for. Discover how to gain the unfair advantage in your firm this year! Learn more about AccountanXY here.
Tax planning isn’t just about strategy — it’s about how clearly and professionally you present the advice. Here are 10 essential elements every TaxFitness report includes to deliver clarity, confidence, and action: Personalised Advice – Tailored to the client’s unique situation. No cookie-cutter templates. Quantify Tax Savings – Show estimated $ savings for each strategy and the total benefit.…
TaxFitness is excited to announce a new partnership with The Boss Factor Library, the unbelievably easy way to grow your people and your business. Learn more about The Boss Factor Library here.
“Data is not information, information is not knowledge, knowledge is not understanding, understanding is not wisdom.” – Clifford Stoll Too many accountants are doing tax planning without providing a formal, client-ready report. If that’s you, here’s the problem: You’re giving away valuable advice without packaging it in a way that demonstrates your expertise, builds trust, and justifies…
We’ve just launched one of our most powerful upgrades yet. You can now import financial data directly from QuickBooks and MYOB into TaxFitness. No more manual entry Reports in minutes, not hours More time for strategy, clients, and billable work If you’ve been waiting for the right moment to return, this is it. Book a free demo…
Still relying on memory and manual research to select tax strategies for clients? Here’s how TaxFitness AI transforms the process, used by 500+ accountants nationwide: Manual (traditional) TaxFitness AI (smart Selection) ❌ Slow & time-consuming ✅ Instant recommendations from full database ❌ Missed strategies likely ✅ Comprehensive, nothing overlooked ❌ Inconsistent advice ✅ Consistent, top-tier strategy every time ❌ Requires deep manual knowledge…
Used by 500+ accountants with TaxFitness. Tax planning isn’t just technical, it’s strategic. At TaxFitness, we teach accountants how to deliver advice that’s practical, persuasive, and aligned with what clients want: results. Here’s the framework our most successful advisers follow: Know the client inside-out – financials, structure, goals. Start with a commercial purpose – genuine business or…
"You’d be stupid not to try to cut your tax bill and those that don’t are stupid in business"
- Bono: U2