If you’re still only offering tax compliance services, you’re leaving serious money on the table. Included in your TaxFitness annual subscription, the self-paced tax planning course shows you exactly how to unlock an extra $30,000+ in fees in your first year—without adding a single new client. Here’s what you get: Proven 10-step process to deliver…
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Self-paced tax planning manual (100 pages). Marketing manual (30 pages). Marketing templates, brochures, and materials (30+). Checklists, pricing guides, templates (15+). Training videos – Tax planning, benchmarking and business advisory (10+) – more coming. 3 hours 1-on-1 training on software, pricing, marketing, etc. All complementary and part of the annual subscription (Only $1,320 pa).…
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Why AI tax planning is a game-changer Access 250+ proven tax strategies AI scans a vast, legally compliant database to find the best ways to reduce your clients tax burden. Custom-tailored to your situation. No one-size-fits-all! AI analyses your clients real financial data to match strategies to their goals, income and business. More than just…
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Big news! In the next two weeks, we’re rolling out a powerful AI upgrade for TaxFitness, featuring: AI-powered tax & business advisory recommendations. Instant AI chatbot support for faster insights. Smarter, automated strategies to save time & boost results. Important: From March 20, 2025, the monthly subscription will increase from $99 + GST to $200…
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Stay informed about our software and resource upgrades over the last 12 months: November 2024: HECS debt repayment calculations. Primary production averaging calculations. Medicare levy surcharge calculations. DIV 293 tax calculations. Reports now include detailed tax calculations for individuals. September 2024 Ability to simplify our reports by omitting sections. August 2024 New annual premium subscription…
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We have three new powerful resources designed to support your tax planning and business advisory journey: 1. Annual subscription premium This comprehensive package is your ticket to tax planning and business advisory success: Expert coaching and mentoring: Personalized guidance to help you grow your practice. Proven software and marketing tools: Streamline your workflow and attract new clients.…
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We are pleased to announce a new annual subscription option incorporating software, marketing, resources and training. Key features include: 12-months software. Self-paced tax planning course (valued at $660). Webinars. Marketing resources. Annual cost $1,200 (plus GST). It’s our way of helping you get the most out of our software by providing resources that help you…
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We are pleased to introduce our 1-day business benchmarking course. After just 1 day you can start generating extra fees from within your current client base. Simple, straightforward and income-producing. Tired of courses that are purely information? Well, this course is designed to get participants making money for your business quickly by making the theory…
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We are excited to announce the launch of our fee generating tax planning and business advisory courses. Key features include: Targeting a minimum of $100,000 in tax planning and business advisory fees within the first 12 months (Platinum course). Unlimited phone calls and emails. Unlimited one-on-one coaching/mentoring (Platinum course). Access core course content (videos, checklists,…
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We have made some significant improvements to our TaxFitness software: You can now analyse up to 5 different scenarios when preparing tax planning reports. We have Improved the tax planning report design, presentation, and wording and included additional graphs and tables. Sixty new compliance and business advisory recommendations have been added to our tax strategy…
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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