Most accountants are still reacting to tax. The best firms? They plan it. The ATO says “Tax planning… is the arrangement of financial affairs to keep taxes to a minimum.” But that’s just the starting point. At TaxFitness, we define tax planning as: The proactive and strategic structuring of a client’s financial affairs to legally…
TaxFitness is excited to announce a new partnership with Duo Tax. Maximise your cash refund with Duo Tax property tax depreciation schedules, by investors, for investors. Learn more about Duo Tax here.
TaxFitness is excited to announce a new partnership with Acis. Acis is one of Australia’s largest business and investment structures platforms for the Accounting, Legal and wealth communities. They simplify the processes around structures so you can unlock revenue and drive higher value client relationships. Learn more about Acis here.
TaxFitness is excited to announce a new partnership with Inbal Rodnay. Inbal Rodnay is a recognised leader in innovation with a focus on the practical application of AI in professional services, and how it will change the type of work we do and how we interact with each other. Transform your practice with Inbal Rodnay’s…
Yet real tax savings and business advisory breakthroughs come when you see everything, the full group structure, cash flow, financial history, and the client’s goals. TaxFitness brings it all together so you can deliver high-impact advice quickly, clearly, and confidently. Here’s how it works: One-time setup – Quickly import individuals and entities from XPM, and…
Most accountants don’t truly know what their clients want until it’s too late. Tax returns and compliance work tell us what happened. But they don’t tell us what’s important to the client or where they want to go. And if we don’t know what they want, how can we help them get there? That’s where…
Many accounting firms struggle to convert clients into tax planning or business advisory engagements. They offer valuable services, but face resistance or indifference. The core issue? They don’t truly understand their clients. Without clear insight into a client’s financial position and goals, firms pitch services that are irrelevant or poorly timed. The client disengages. The…
They see the tax return. The final numbers. The result. But behind that are hours of analysis, compliance checks, and strategic thinking they never see. So, how do you show your value and open the door to tax planning conversations? At TaxFitness, we recommend a simple but powerful step: Integrate three quality control checklists into…
Most accountants struggle to sell tax planning and business advisory services — not because clients don’t want them, but because the practice doesn’t understand the client. Here’s the truth: If you don’t know your client’s current financial position… If you don’t know what they actually want to achieve… Then of course you’ll struggle to sell…
Most accounting practices have nailed the system for tax returns, BASs, and financials. But when it comes to tax planning, too many are still winging it – and it’s costing them. Without proper systemisation, tax planning becomes: Ad hoc and inconsistent Offered to only a select few clients Priced too low – or worse, not…
"You’d be stupid not to try to cut your tax bill and those that don’t are stupid in business"
- Bono: U2