2020 New Edition

The 10% of practices that currently provide tax planning services to their clients generate annual fees revenue of $284m. This book has been written for the 28,968 accounting practices in Australia (the 90%) that aren’t currently providing tax planning services to their clients. The first part of the book talks about why your clients need tax planning services and the six options available to you to ensure they receive it.

Tax Planning Made Simple breaks the tax planning process down into six easy steps. Each step is detailed with instructions, guidance, examples, resources and templates so you can start providing expert tax planning services to your clients. It is really about giving you the tools, so you can add value to your clients and save them tax. Later, separate chapters cover tax planning software options, marketing, training and development, and keeping it all legal.

About the Author

Darren Gleeson has been involved in the accounting public practice industry for over twenty five years in a variety of roles. During that period he has been an employee, sole practitioner, partner in a three partner practice, brought practices, sold practices, started an accounting practice consolidator, dismantled the consolidator, and founded a National accounting practice franchise group.

In 2003 Darren founded the Success Tax Professionals franchise group which has grown to over 70 franchisees operating Australia-wide. Success Tax Professionals franchisees currently lodge over 50,000 tax returns pa for a combination of individuals, small businesses and SMSF’s.  The tax franchise has been ranked as the 8th largest West Australian accounting firm (in the 2017 Business News West Australian list of Top 10 WA accounting firms).

Darren is a tax planning specialist who is an advocate for, and active in the development, training and mentoring of accountants and tax agents on legal tax planning strategies. He is the published author of three other books – Tax Tips That Add Up, Stairway to Profits, and Intelligent Accountant.