13 proven principles for selecting high-impact tax strategies

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:

1. Know the client inside-out – financials, structure, goals.
2. Start with a commercial purpose – genuine business or investment intent.
3. Align strategies with goals – every tactic must support their bigger picture.
4. Limit to 1–10 strategies – focused advice drives action.
5. Grab low-hanging fruit – early wins build trust and momentum.
6. Act early – timing is critical to maximise impact.
7. Think long-term – sustainable, compounding advantages matter.
8. Balance risk and reward – stay compliant and confident.
9. Use structures strategically – trusts, companies, SMSFs when appropriate.
10. Prioritise instant deductions – create immediate value.
11. Layer strategies – combine tactics for exponential effect.
12. Keep it simple, clear, and defensible – avoid complexity for complexity’s sake.
13. Refine, revise, repeat – great advice takes drafting (just ask Jeffrey Archer).

Tax planning is not about doing more, it’s about doing what matters most—at the right time, for the right client.

Want to see how TaxFitness helps accountants deliver $2,000+ advisory in minutes? Book a demo here.