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The Tax Planning Advisory System: A 10-Step Framework for Strategic, Client-Centered Tax Guidance

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by Darren Gleeson (Author)

“How can I save tax?”

It’s the question clients always ask. Are you ready to answer-confidently, every time?

For years, tax planning has been a challenge for accountants:

Manual spreadsheets.

Complex rules.

Hours chasing numbers-and the fear of missing something.

This book gives you the system:

– The 10-Step Framework for delivering proactive tax advice-proven in firms across Australia.

How to select and apply over 300 tax strategies-without guesswork.

The right questions to ask, the data to collect, and how to present advice clients understand.

Practical tips to build trust, generate $30K-$100K+ in new advisory fees, and transform tax planning into a high-value service.

Tax planning shouldn’t be an afterthought.

This book will show you how to turn it into a core advisory offering-step by step.

Number of Pages: 136 Dimensions: 0.37 x 9 x 6 IN Publication Date: July 01, 2025

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