Tax planning isn’t guesswork, it’s a process

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:

1. Understand the client – income, assets, structures, goals.
2. Identify strategy categories – income, entity, investment, timing, super.
3. Shortlist strategies – fit for client, compliant, and beneficial.
4. Evaluate impact – tax savings, cost, risk, and long-term benefit.
5. Prioritise – focus on easy wins, timing, and urgency.
6. Propose and discuss – explain clearly, show pros & cons.
7. Implement – execute and monitor with a simple action plan.

What makes a strategy the right one? We evaluate each on:

• Financial impact
• Ease of implementation
• Eligibility and timing
• Cost-to-benefit ratio
• Strategic alignment with goals
• Simplicity
• Psychological comfort
• ATO acceptance

This is how accountants shift from tax agents to trusted advisors—and get paid accordingly.

Want to turn strategy into a repeatable system? Book a demo today