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 —…
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…
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.…
“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…
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…
At TaxFitness, we help accountants move beyond compliance into structured, high-value tax advisory. Here’s how top advisors use our system to deliver powerful results: Understand the client – income, assets, structures, goals. Identify strategy categories – income, entity, investment, timing, super. Shortlist strategies – fit for client, compliant, and beneficial. Evaluate impact – tax savings,…
At TaxFitness, every strategy in our tax planning software is rated across five core attributes: Type of taxpayer it applies to Implementation process & cost Size of deduction (average) One-off vs ongoing deductions Capital investment component This framework helps accountants prioritise the most effective tax strategies, based not just on deductions, but efficiency, impact, and ease…
Step 6 of the TaxFitness Process: The Tax Strategy Database, it’s where real advisory value begins. If you’re serious about delivering credible, compliant, and profitable tax planning, you need more than a few tips and templates. You need a proven, structured, and accountant-ready system. Here’s what powers the TaxFitness platform: 200+ tax strategies with step-by-step implementation 18 ATO obligations built…
Too many accounting firms pour time and money into chasing new leads — but the real profit lies in your existing clients. Here’s what the data says The probability of selling to an existing client is 60–70%, compared to only 5–20% for a new prospect Existing clients are 50% more likely to try new services and spend 31% more It costs…
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"You’d be stupid not to try to cut your tax bill and those that don’t are stupid in business"
- Bono: U2