Tax planning courses

Targeting $30,000 fee increase in 12 months

Generate tax planning fees for your practice from day one, by enrolling in the course that suits your needs.

BRONZE
Self-paced tax planning course

  • Self paced tax planning course and manual valued at $660 included.
  • Generate tax planning fees.

  • X


  • X

  • Self-paced course:

    Work with real clients, produce tax planning reports, learn how to market, and integrate 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).
  • 10 phone calls and emails.

  • Course certification - includes 20 hours of CPD.
  • 30-day free software trial.

$600 + GST

Book now

SILVER
1 day tax planning course

  • Self paced tax planning course and manual valued at $660 included.
  • Generate tax planning fees within 7 days.

  • X


  • X

  • Online course – 6 hour Zoom session:

    Work with real clients, produce tax planning reports, learn how to market, and integrate 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).
  • Unlimited phone calls and emails for 28 days.
  • Course certification - includes 6 hours of CPD.
  • 30-day free software trial.

$900 + GST

Book now

GOLD
12 month training, mentoring & assistance

  • Self paced tax planning course and manual valued at $660 included.
  • Targeting a minimum of $30,000 in tax planning fees within the first 12 months.
  • Targeting a minimum of $30,000 in business advisory fees within the first 12 months.
  • Flexible 1-on-1 coaching mentoring and training (Zoom sessions) as required.
  • Online course - 6 hour Zoom session.

    Work with real clients, produce tax planning and business advisory reports, learn how to market, integrate the services into your practice.
  • x


  • Access core course content (videos, checklists, PDF summaries, marketing materials, marketing emails).
  • Unlimited phone calls and emails.

  • Course certification - includes 40 hours of CPD.
  • Annual subscription required - not included.

$3,600 + GST

Book now
Course brochure

"I have been a user of this tax planning software for many years now and I'm extremely happy with this product.
With xero linking with tax fitness, tax planning can be done easily and cost effectively for clients"

- Nishan Senaratne -

"I highly recommend TaxFitness to all tax accountants and business owners. have used TaxFitness for many years now and have found it to be a fantastic software that assists tax agents efficiently".

- Phuong Dang -