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.…
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“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…
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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…
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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…
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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…
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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…
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The firms seeing real growth in advisory aren’t just better at selling — they believe more deeply in the value they offer. If you want clients to say “yes” to higher-value services, start here: Believe in the value you offer – You’re not just preparing returns. You’re helping clients reduce tax, grow profits, and build…
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Here’s the 8-part visibility & conversion system we use at TaxFitness to turn tax planning into a consistent, scalable revenue stream: Monthly email campaigns: “How a $3,600 strategy saved $22,000 in tax” “The 4 biggest tax planning mistakes in 2025” One tip, story or insight per month. Social media drip content (2x per week): Tax-saving tips…
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Even the best tax planning offer will fall flat if clients only hear about it once. In today’s world, clients are hit with over 10,000 messages a day, most of it noise. It’s not that they’re not interested. They’re just not listening yet. Microsoft found the sweet spot: clients need to hear a message 6…
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Most accounting clients don’t understand the value of compliance work. They see the result (a tax return or BAS), but not the thinking behind it. That’s a missed opportunity. With TaxFitness, you can turn compliance delivery into a powerful tax planning conversation, with no extra effort. Here’s how Use quality control checklists. TaxFitness provides three…
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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