How to Offer Tax Planning in 2026 as a Tax & Accounting Professional

If your clients keep asking, “How do I pay less in taxes?” and you don’t have a clear process to answer confidently, this training is for you.

In this video, I break down a clean, repeatable tax planning framework you can use with business owners and high-income earners to deliver real value, create predictable workflows, and confidently charge premium fees.

We’ll cover:

The difference between compliance vs. advisory (and why tax pros get stuck in prep mode)

The 3-bucket tax planning framework: Income, Structure, Timing

How to build a baseline tax projection (the “if we change nothing” number)

How to scenario model strategies and quantify tax savings

The part most pros miss: implementation (becoming the liaison who makes the plan happen)

How to document and substantiate strategies for audit-ready compliance

Why tax planning should be year-round (and how to set a quarterly cadence)

Want to deliver tax plans in a clear and repeatable way?
I use MyPandaPlan.com to run scenario modeling, structure deliverables, and stay consistent with every client.

Sign up for an annual plan and you’ll get a 1:1 call with me to help you build your tax planning framework.

Check out MyPandaPlan.com (link in the description) and start getting your first high-paying tax planning clients.

Drop your questions in the comments, I personally respond.


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