Courses, forms, price lists
Dominate tax planning with powerful resources
Unleash your tax planning expertise with our exclusive annual plan, packed with everything you need to streamline your workflow, impress clients, and maximize your profits.
- Master the latest tax strategies with our in-depth training courses, covering all the essential tax updates and best practices.
- Streamline client onboarding with customizable profile forms that gather key client information efficiently.
- Boost efficiency by 20% with pre-built service price lists that showcase your offerings and simplify client communication.
- Land high-value clients with our proven interview checklists that ensure you gather all the critical information to build a strong case.
Get a taste of the valuable resources included in our annual plan by signing up for a free software trial.
Ready to take your tax planning services to the next level?
The accountants playbook for high value tax planning
A Proven 10-Step Framework for Strategic Tax Advice
Move beyond manual spreadsheets and complex legislation. The Tax Planning Advisory System equips you with the tools to deliver strategic tax advice at scale.
The Challenge: Clients want to save tax, but traditional planning is time-consuming and risky. The fear of "missing something" keeps many accountants from offering true advisory services.
The Solution: A validated 10-step framework that standardises the process. This book is not just theory, it is a practical playbook for public practice.
Inside, you will discover:
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How to access and apply 300+ specific tax strategies.
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The exact data to collect and questions to ask.
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Methods to generate $30K–$100K+ in additional fees.
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How to position yourself as the proactive advisor clients need.
Stop chasing numbers. Start delivering value.
About the Author: Darren Gleeson
Darren Gleeson is the CEO of Success Tax Professionals and TaxFitness. With over 20 years of experience, he has built one of Australia’s largest accounting franchise networks and worked with thousands of accountants to modernise their practices.
Darren developed the TaxFitness software now used by hundreds of firms to deliver tax planning, benchmarking, and business advisory services at scale. He is a leading authority on helping accountants transition from compliance-heavy models to high-value advisory firms.
