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Tax Planning Services

 

Everything you need to articulate, introduce, price, market, prepare and deliver a profitable and efficient tax planning service to your SME clients. 

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Seeding or Starting Out

Recalibrating

Growing and Scaling Up

 

The course is for small and solo accounting practice owners who want to: 

  • start offering a tax planning service to their SME clients 

  • offer a more formalised tax planning service to their SME clients 

  • produce accurate, thorough and easy to understand reports showing estimated profit and estimated tax that allow them and their clients to work through various tax planning strategies and to develop strategies and an action plan 

  • improve the efficiency, effectiveness and profitability of their tax planning process eventually invest in more expensive tax planning software, however at the present time they are unable to justify this from a pricing / volume perspective and are particularly interested in learning more about the actual processes and system that will be their foundation on which they can keep building on each year. In saying that, I used the same system each year and just changed the tax rates and added new strategies as needed and my clients loved it!   

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The course is not for larger sized accounting practice owners who want to:

  • offer a more complex tax planning service for multiple / large entity groups
  • produce automated tax planning reports
  • produce comprehensive reports with multiple "what if" scenarios as there are so many great software products on the market that do this very well and would be more suitable.
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What you get with the 2023 Tax Planning Services

Templates

Marketing material

Questionnaire

Scripts

Procedures

Excel worksheet and report strategy list

Meeting Agenda

Letters

Distribution Minutes

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Transformations by our Friends

Hey Amanda, received mine today and I love them! They are so well set and very comprehensive. Have already sent the new client details and engagement form to a new client that just called! So much better than the one I created! Thanks so much! 

- 2022 Course Participant 

“Basically I never understood tax planning – but now I realised I’d been doing a stripped back version of it all along and not charging much or appropriately for it." 

- 2021 Course Participant 

“Basically I never understood tax planning – but now I realised I’d been doing a stripped back version of it all along and not charging much or appropriately for it." 

- 2021 Course Participant 

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