The proven framework to deliver scalable, profitable tax planning
24 April 2025
Most accounting firms want to offer tax planning—but few have the systems to do it well. The TaxFitness 10-step tax planning process gives your practice a clear, repeatable method to deliver real value to clients and grow your advisory revenue with confidence.
Here’s how it works:
- Step 1: systems and practice integration
Embed tax planning into your daily operations without disrupting your current workflow. - Step 2: information gathering
Collect only what’s necessary—efficiently and professionally. - Step 3: fees and charging clients
implement a pricing model that reflects the real value of your advice. - Step 4: educate clients
help clients understand the benefits of structured, proactive tax planning. - Step 5: sell the service professionally
use a consultative and structured approach—no pressure, just value. - Step 6: access the strategy database
explore 600+ tax and business advisory strategies across entities and industries. - Step 7: select tailored strategies
use ai or manual selection to build a strategy that fits each client’s needs. - Step 8: generate the tax planning report
produce a polished, compliant, and client-friendly report in minutes. - Step 9: present in an advisory meeting
deliver insights that go beyond numbers—show clients the strategy. - Step 10: implement the strategies
help your clients take action and track their results.
This isn’t theory—it’s a proven system used by accounting firms across Australia to grow advisory revenue and improve client outcomes.
Posted in Blog, Tax Planning
"You’d be stupid not to try to cut your tax bill and those that don’t are stupid in business"
- Bono: U2