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The 2022 Tax Season is here, get your team prepped to visualise value for clients, but build revenue for you and launch the year’s service plan.
Make the 2022 Tax Season Pay
15 February 2022
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3 minute read
Tax planning time—does it feel like it’s getting earlier every year?
That’s because it is.
At ChangeGPS, we see the back-end activity of accountants using our features and templates to tax plan for clients. Every year we see more accountants accessing more tax planning features—and this year Tax Plans are up almost four-fold on January 2021.
That’s why we are launching our latest tax season strategies, tools and resources in a web event on Monday 28 February to help you get organised—before you get overwhelmed.
We’ll help you understand what’s possible with tax planning—not just creating value for clients, but building revenue at the same time as building client trust.
Giving it away.
Turns out, most accountants are giving away their tax planning advice on the fly. Those calls you get, the quick chats with clients about structuring tax? The reason they call is because they value knowing what to expect. If you’re giving that advice on the fly—and not billing for it—you’re creating a lose-lose for your practice and your clients.
It pays to get out of tax estimation, and give it that extra polish that makes it tax planning. Sure, you need to be up to date on the possible actions and strategies—and yes, it helps to know what new strategies the big firms are using—so we’ll keep you up to date so that you can deliver the best value to your clients.
Heart of accounting.
But more than that, it’s time to consider taking the next, bigger steps in developing your client relationships. When you think of it, tax is generally one of the biggest expenses of the year. So tax planning is right at the heart of the accountant/client relationship. Where better to show your value than planning for the inevitable, unpalatable, and entirely predictable (to accountants) tax bill?
It’s easy to forget, people stay up at night worrying about surviving their tax bills. Their capacity to pay touches every aspect of their family and business life—schools, holidays, even health. So the peace of mind you can bring to clients can form a bedrock of trust for all your compliance advisory. It also explodes the myth that only bigger clients will pay for tax planning—with the right templates, tools, and reports, every one of your clients could be happily paying you for tax planning.
When clients see you this masterful with tax planning—and as their financial literacy improves—you’re the natural resource they can rely on for important new services. So from asset protection strategies, to estate planning assistance, through to business structure adjustments and business valuations—you’re in the perfect position to radically increase billings.
More value for clients. More revenue for you.
Join ChangeGPS Founder, Timothy Munro, and CEO, David Boyar, for the 2022 Tax Season Launch on Monday 28 February from 1:00-2:00pm AEDT. You’ll learn how to:
- Get paid for the value you bring and the savings you make
- Visualise your value through automated tax reports that educate clients
- Demonstrate your impact by displaying—in dollars—the tax saved through unlimited tax deductions, structures and distribution scenarios.
Register your place today and bring your team for 1 hour of quality CPD.
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