Tax planning courses
Generate tax planning fees for your practice from day one
BRONZE
Self-paced tax planning course
- Self paced tax planning course and manual valued at $600 + GST.
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Generate tax planning fees.
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Self-paced course (Learn and practice new service skills at your own pace):
Work with your actual clients, produce tax planning reports, learn how to market, and integrate the services into your practice.
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- Access core course content (videos, checklists, PDF summaries, marketing materials, marketing emails).
$600 + GST
SILVER
1 day tax planning course
- Self paced tax planning course and manual valued at $600 included.
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Generate tax planning fees within 7 days.
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Participants online course – 6 hour Zoom session:
Work with your actual clients, produce tax planning reports, learn how to market, and integrate the services into your practice.
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One extra participant is complimentary (Learn with a friend or work colleague).
- Access core course content (videos, checklists, PDF summaries, marketing materials, marketing emails).
$900 + GST
Understanding our courses
Our Bronze and Silver training courses can help you understand more about tax planning, which clients it can benefit, tax planning strategies, how to promote the service to clients and how to interact with them to lock in the service. It creates the opportunity to generate client fees by working with real clients with tax planning needs. As with anything, once you have more idea about how something works, you can start practising those skills.
The Bronze and especially the Silver course can assist you in establishing tax planning as a standard workflow in your practice so you and your clients do not miss out on opportunities that benefit both parties. The Silver course includes a 6-hour Zoom session and the chance to work with actual client data in a supported and guided manner.
TaxFitness has its own software (featuring over 200 strategies) that produces detailed reports that can be branded by accounting practices with their own practice name and logo.
Presenting a client with a report that clearly shows this information in a professional format is very beneficial to being able to explain the benefits, savings and service. It adds credibility and structure to the process.
TaxFitness software subscriptions are not included in the courses.