3 month tax planning course


Targeting a minimum of $50,000 in tax planning fees within the first 12 months.

Fee guarantee – T & C apply.




  • Online course – 6 hour Zoom session.
  • Work with real clients, produce tax planning reports, learn how to market, integratte the services into your practice.
  • One extra participant is complimentary (Learn with a friend or work colleague).
  • Access core course content (videos, checklists, PDF summaries, marketing materials, marketing emails).
  • Full course manual.
  • Weekly 1-on-1 coaching mentoring and training (1 hour Zoom sessions).
  • Unlimited phone calls and emails for 28 days.
  • Course certification – includes 200 hours of CPD.
  • 8 week software subscription included.