APPLY NOW: SLOTS ARE FILLING UP QUICKLY
You already do 80% of the work. It's time to get paid for the other 20%.
TASP is the only online supervision programme built specifically for bookkeepers and accountants who are ready to stop referring tax work away. You already have the clients. You already have the skills. You just need the legal right to do it — and a supervisor qualified enough to back you.
8 Registered Tax Agents and counting
Operating since July 2021
Mentored by Ann Gordon CA — Chartered Accountant and Registered Tax Agent
Built by bookkeepers, for bookkeepers
Already a bookkeeper or accountant with 2+ years experience? You're in the right place.
If you're a bookkeeper, you already know this feeling.
You've spent years building your client relationships. You know their business inside out. You handle their books, their BAS, their payroll.
And then tax time comes — and you send them somewhere else.
To an accountant who barely knows them. Who sometimes gets it wrong. Who occasionally poaches them.
You've probably thought:
"Why am I handing over the most valuable part of the work?"
"I build the relationship. They get the revenue."
"If I could do tax returns, my clients would never need to go anywhere else."
"I know I could do this — I just need someone to show me the pathway."
"But what if I get something wrong? What if I'm not ready?"
"And honestly — do I even have time for this?"
Here's what staying stuck is actually costing you.
Every tax return you refer away is revenue you've already earned — you just can't collect it. At even $300 per return, 20 clients equals $6,000 a year walking out the door. And that's before you count the clients who quietly move to an accountant offering a full service.
The industry isn't waiting. Accountants are moving into bookkeeping. The lines are blurring. The bookkeepers who will thrive in the next five years are the ones who own the full client relationship.
The ones who are registered. The ones who did something about it.
The problem isn't your ability. It's the pathway.
You already have the skills. What you need is supervised experience — the kind that counts toward your TPB registration. But getting that experience has always meant:
Getting a job at an accounting firm (and losing your client base)
Finding a tax agent willing to supervise you (and hoping they actually do)
Doing a course that teaches theory but gives you no real returns to work on
Spending years accumulating hours without a clear record of what counts
Most bookkeepers stay stuck not because they aren't capable — but because no one has built a clear, supported, practical path for them.
Until now.
Tax Agent Success Plan is not a course. It's the bridge.
TASP is a structured supervision programme built specifically for bookkeepers and accountants who are ready to add tax services — without going back to university, without quitting their business, and without guesswork.
You work on real tax returns for your own clients, under the supervision of a registered Chartered Accountant. Your hours are logged. Your work is reviewed. When you meet the TPB requirements, you apply. Your clients stay yours the entire time.
Here's how TASP works in five steps:
01 — LEARN
02 — APPLY
03 — GET SUPERVISED
04 — LOG YOUR HOURS
05 — REGISTER
01 — LEARN
02 — APPLY
03 — GET SUPERVISED
04 — LOG YOUR HOURS
05 — REGISTER
We'll give you step-by-step training modules, live monthly sessions, and access to Xero Tax — all included in your monthly membership. You bring your clients. We provide the licence, the supervision, and the sign-off.
You'll be supervised by Ann Gordon.
Not a support team. Not a ticket system. Ann.
Ann Gordon is a Chartered Accountant, Chartered Tax Adviser, Forensic Accountant, and Registered Tax Agent with over 40 years of experience. She holds a Masters in International Tax and runs Easy Tax Solutions.
When you call, Ann picks up. When your return needs reviewing, Ann reviews it. When you hit a complex case, Ann walks you through it. Some of her students have been working with her for three years and counting.
This matters because your biggest risk when working toward Tax Agent registration isn't the training — it's being supervised by someone who doesn't have the depth to protect you when things get complicated. Ann's credential stack is the strongest of any supervision programme in the market. That's not a marketing claim. It's verifiable.
Chartered Accountant (CA ANZ)
Chartered Tax Adviser
Forensic Accountant
Masters in International Tax
Registered Tax Agent
Director, Easy Tax Solutions
40+ years in tax and accounting
Founded TASP July 2021
How TASP started.
In July 2021, Ann came across a Facebook post from a bookkeeper named Alicia who was almost ready to give up on her dream of becoming a tax agent.
Ann created the programme overnight and Alicia became the first student.
No advertising campaign. No launch strategy. Just word of mouth through bookkeeper communities — and a $600 boosted post in a Facebook group. From that, TASP grew into a programme that has now helped multiple bookkeepers and accountants earn their Tax Agent licence, with many more building their hours.
It started with one person who needed a clear path forward. That's still what TASP is.
Everything you need. Nothing you don't.
Every tier builds on the one before it. Here's exactly what's inside each programme.
Foundations — $149/mo + GST
Training, community and live sessions. Build your foundation at your own pace.
Training & Learning
4+ years of training content — tax law, ATO processes, complex scenarios, client handling
4 x live Zoom sessions per month with Ann — tax training, marketing, and business building
All sessions recorded for replay
Beginner tax sessions every July and August
Community & Support
Private community of bookkeepers and accountants on the same path
No lock-in — cancel anytime
Optional add-on: tax system and return review access ($1,500/yr + GST)
Optional pay-per-session support with Ann (see pricing section)
Accelerate — $497/mo + GST
Supervision + training + 1:1 mentoring.
Everything in Foundations, plus:
Tax return supervision by Ann — Ann reviews and checks every return you prepare
Monthly 1:1 mentoring session — a dedicated hour with Ann each month
Xero Tax + full platform access — no extra subscription cost
ATO correspondence support
Your Practice
Business and client coaching
Ann personally onboards you
Start preparing returns from day one
Keep your existing client base
Setup fee: $550 once
Pinnacle — $797/mo + GST
Premium accelerated pathway to tax agent. New package from 5 May 2026. Limited spots — waitlist only.
Everything in Accelerate, plus:
2 x monthly 1:1 sessions with Ann
Priority 48hr return review turnaround
Direct WhatsApp access to Ann
Quarterly business review
Practice Growth
Fee & pricing strategy for your practice
Ann personally selects Pinnacle members
Setup fee: $550 once — tax system included
Bookkeepers with BAS registration need 3,600 supervised hours for TPB registration.
Accountants with a diploma or higher need 1,800 hours.
Every hour you log through TASP is documented, structured, and ready for your TPB application.
Join hundreds of bookkeepers and accountants already on the path.
Here's what they say
"I am honoured to provide a testimonial in support of Ann Gordon, whose dedication to the accounting and tax profession is nothing short of inspiring. Ann is not only an exceptional mentor, but also a driving force in shaping the next generation of tax agents and accountants.
Her passion for the industry shines through in everything she does. Ann generously shares her wealth of knowledge and experience, guiding aspiring professionals with patience, encouragement, and an unwavering commitment to their success. She has built a strong, supportive community where individuals feel empowered to achieve their goals and contribute meaningfully to the accounting profession.
What sets Ann apart is her genuine care for the people she mentors. She goes beyond technical training—instilling confidence, professionalism, and a deep sense of pride in the work of an accountant. Her mentorship has helped countless individuals transform their aspirations into rewarding careers, and her impact on the profession will continue to be felt for years to come.
Ann’s leadership, expertise, and passion make her a true role model within the accounting community. She embodies the qualities of excellence, integrity, and service that this profession stands for.
I can truly say I wouldn't be where I am today without Ann Gordon's commitment, dedication, passion, compassion and unwavering support to myself as an individual and also to my business."
Alicia Afoa
“Ann's ability to solve complex accounting, tax and business problems sets her apart. What makes Ann especially remarkable is not just her expertise but her generosity in sharing knowledge. She engages with diverse audiences in a way that is approachable yet deeply insightful, sparking conversations that encourage growth and innovation. Her authenticity and passion make people want to listen, learn, and act.”
Raphael Thirionet
“I have had the privilege of working under Ann as my Tax Supervisor for 3 years and I can say with confidence that her mentorship has been nothing short of transformative. Ann has an extraordinary ability to balance technical excellence with genuine care and guidance. She invests time in understanding the individual strengths and goals of those she mentors. Under her mentorship, I have grown not only in my technical tax knowledge but also in my confidence, professional judgement and leadership capacity.”
Sherlin Samaraweera
“TASP has honestly been one of the best things I've done for my career. Ann's knowledge of tax is on another level, and having a community of fellow students around me to lean on and learn from has made a huge difference. Ann is a fantastic mentor, she's generous with her time, and she's genuinely invested in helping those around her grow. I've learned an enormous amount from working with Ann for the past 3 years.”
Riley Redford
“Working with Ann has been an absolute pleasure. She has an incredible understanding of tax laws and procedures, which makes tackling any kind of tax return stress-free. What I appreciate most is her genuine willingness to help — Ann is always ready to step in and offer support whenever it is needed. Beyond her expertise, she has built a wonderful network of connections, creating a sense of community and trust among everyone she works with.”
Geoff Dutton
“Graduating from TASP has been one of the most rewarding experiences of my life. Ann consistently supported me and the curriculum was thoughtfully designed to prepare me for real-world challenges. I've gained a solid foundation and feel well equipped to take the next steps independently. I would highly recommend this programme for anyone looking to grow and gain hands-on experience in the industry.”
Caroline McCoubrey
This is for you if:
You're a bookkeeper ready to move beyond BAS and start offering tax
You're an accountant who wants to build your own practice
You're a BAS agent accumulating hours toward full Tax Agent registration
You're tired of referring clients to accountants and watching them leave
You want a clear, documented pathway to TPB registration — not more theory
You have existing clients and want to start earning on their tax returns now
You want a mentor who is more qualified than the average tax agent
This is NOT for you if:
You're looking for a cheap online course with no real-world application
You want theory only — no actual client work
You aren't ready to commit to the process of becoming a tax agent
You want someone else to do the work for you
You need at least a Diploma in Accounting or BAS Agent registration to enrol. If you're unsure whether you qualify, take the quiz — we'll tell you in 60 seconds.
Three programmes. One clear path.
All prices are + GST. Accelerate and Pinnacle include a one-time $550 setup fee. Foundations has no setup fee and no lock-in.
New programmes launch 5 May 2026. Pay annually and save up to $1,594 per year. Annual pricing available at checkout.
Foundations
Training, community and live sessions — build your foundation at your own pace
$149/month + GST
No setup fee. No lock-in — cancel any time. Or $1,490/yr + GST — saving $298 (2 months free). Optional add-on: tax system & return review access $1,500/yr + GST.
4+ years of training content — taxation law, ATO processes, complex scenarios, client handling
4 x live Zoom sessions per month — tax training, marketing workshops, business builder
All sessions recorded for replay
Marketing & business builder training
Private community of bookkeepers and accountants on the same path
Optional add-on: tax system & return review access ($1,500/yr + GST)
Pay-per-session support available (see below)
No 1:1 mentoring sessions
No included supervision or return review
No lock-in. Cancel any time. Upgrade to Accelerate when you're ready.
Accelerate
Supervision + training + 1:1 mentoring — start lodging returns from week one
$497 / month + GST
One-time $550 setup fee (tax prep platform). Or $4,970/yr + GST — saving $994 (2 months free). 12-month minimum for annual option. Tax system & return review access included.
Everything in Foundations
Tax return supervision by Ann CA — every return reviewed and checked
Monthly 1:1 mentoring session with Ann (dedicated hour per month)
Xero Tax + full platform access — no extra subscription cost
ATO correspondence support
Business and client coaching
Setup fee: $550 once
$550 setup fee applies once. Annual option saves $994. 12-month minimum for annual.
Pinnacle
Premium accelerated pathway to tax agent — limited spots, waitlist only
$797 / month + GST
New package from 5 May 2026. One-time $550 setup fee. Tax system included. Or $7,970/yr + GST — saving $1,594 (2 months free). 12-month minimum. Ann personally selects Pinnacle members.
Everything in Accelerate
2 x monthly 1:1 sessions with Ann
Priority 48hr return review turnaround
Direct WhatsApp access to Ann
Quarterly business review
Fee & pricing strategy for your practice
Setup fee: $550 once — limited spots
$550 setup fee applies once. Annual option saves $1,594. 12-month minimum for annual.
PAY-PER-SESSION — FOR FOUNDATIONS MEMBERS
Need expert access without committing to full supervision?
Foundations members can book individual sessions with Ann directly — no ongoing commitment required.
30 Minutes — $175 + GST
One focused question — a specific tax scenario, a return query, or an ATO issue. Ann reviews your question in advance and comes fully prepared.
Best for: one specific tax question.
60 Minutes — $320 + GST
Complex return review, multi-issue client scenario, or a broader business and tax strategy discussion. Includes a brief written summary emailed after the session.
Best for: complex returns and client strategy.
Two 60-minute sessions per month = $640 — more than Accelerate at $497/mo. Upgrading makes itself obvious.
Frequently Asked Questions
What does the $550 setup fee cover?
It covers your access to Xero Tax (our tax lodgement software), your task and document management platform, and the administrative time to onboard you properly. It is a one-time fee — you will never pay it again.
How does annual pricing work?
Accelerate members who pay annually pay $4,970 + GST for 12 months — saving $994 compared to monthly billing ($5,964). Pinnacle annual is $7,970 + GST, saving $1,594. Foundations annual is $1,490 + GST, saving $298. Annual plans require a 12-month minimum commitment for Accelerate and Pinnacle.
Do my clients know I'm under supervision?
You are required by the TPB to disclose that you operate under supervision when advertising tax services. Most students market this as "working in partnership with Easy Tax Solutions." Your business name, your client relationships, and your income remain your own.
What happens to my clients if I leave?
All of your clients are transferred back to you when you leave. Easy Tax Solutions does not provide bookkeeping services and will not approach your clients for any other work.
Does this count for my TPB hours?
Yes. TASP is structured specifically to generate the supervised, documented experience the TPB requires. Every return you lodge is logged, every hour is recorded, and Ann signs your Statement of Relevant Experience when you meet the threshold.
Most supervision programmes give you access.
TASP gives you Ann.
There are other programmes that will sign off on your hours. If all you want is a signature, they'll do. But if you want to actually become a confident, competent tax practitioner — someone who can handle a complex return without panic — you need more than access to a licence.
You need a mentor. And the quality of that mentor is the single most important variable in how quickly you get there and how good you become.
| TASP | Most other programs | |
|---|---|---|
| Your supervisor | Ann Gordon — CA, Chartered Tax Adviser, Forensic Accountant, Masters Int'l Tax, 40+ years experience | A registered tax agent. Credentials vary. |
| Mentor model | Ann personally. You know exactly who is reviewing your work and answering your calls. | Support team. You may work with different staff each time. |
| Training included | Tax, marketing, and business building — all inside the monthly fee | Tax training only. Business growth is your problem. |
| Your clients | Yours. Always. Transferred back to you when you graduate. | Most programs protect this. But not all explicitly guarantee it. |
| Live sessions per month | 4 live sessions — tax training, Q&A, marketing, business | Monthly newsletter or bulletin. Not live. |
| Pricing transparency | Fully listed. No surprises. | Most do not publish pricing. You find out on a sales call. |
| Community | Private group of practitioners at similar stages | Often no community component. |
Your supervisor
Mentor model
Training included
Your clients
Live sessions per month
Pricing transparency
Community
TASP
Ann Gordon — CA, Chartered Tax Adviser, Forensic Accountant, Masters Int'l Tax, 40+ years experience
Ann personally. You know exactly who is reviewing your work and answering your calls.
Tax, marketing, and business building — all inside the monthly fee
Yours. Always. Transferred back to you when you graduate.
4 live sessions — tax training, Q&A, marketing, business
Fully listed. No surprises.
Private group of practitioners at similar stages
Most other programs
A registered tax agent. Credentials vary.
Support team. You may work with different staff each time.
Tax training only. Business growth is your problem.
Most programs protect this. But not all explicitly guarantee it.
Monthly newsletter or bulletin. Not live.
Most do not publish pricing. You find out on a sales call.
Often no community component.
Your supervisor
Mentor model
Training included
Your clients
Live sessions per month
Pricing transparency
Community
TASP
Ann Gordon — CA, Chartered Tax Adviser, Forensic Accountant, Masters Int'l Tax, 40+ years experience
Ann personally. You know exactly who is reviewing your work and answering your calls.
Tax, marketing, and business building — all inside the monthly fee
Yours. Always. Transferred back to you when you graduate.
4 live sessions — tax training, Q&A, marketing, business
Fully listed. No surprises.
Private group of practitioners at similar stages
Most other programs
A registered tax agent. Credentials vary.
Support team. You may work with different staff each time.
Tax training only. Business growth is your problem.
Most programs protect this. But not all explicitly guarantee it.
Monthly newsletter or bulletin. Not live.
Most do not publish pricing. You find out on a sales call.
Often no community component.
One Decision, Real Results
“I am honoured to provide a testimonial in support of Ann Gordon. Ann is not only an exceptional mentor but a driving force in shaping the next generation of tax agents and accountants. She goes beyond technical training, instilling confidence, professionalism, and a deep sense of pride in the work of an accountant. I can truly say I wouldn't be where I am today without Ann Gordon's commitment, dedication, passion, compassion, and unwavering support to myself as an individual and to my business.”
Alicia Afoa
You've already been thinking about this.
Every month you wait is another month of tax returns you could have lodged. Another client who wonders whether you can offer a full service. Another set of supervised hours you're not accumulating.
TASP's new programmes launch 5 May 2026. Foundations starts at $149/mo. Accelerate — the full supervision and mentoring programme — is $497/mo. Pay annually and save the equivalent of two months. Waitlist members get access first.
'The most important thing is starting — not how long it takes you to get there.'
— Ann Gordon, TASP founder
Questions? Email us at [email protected] or visit tasp.com.au
Tax Agent Success Plan operates under Easy Tax Solutions (Abfabs Pty Ltd), a registered Tax Agent supervised by Ann Gordon FCA. All supervision is conducted in accordance with Tax Practitioners Board requirements.
Copyright 2026 I Tax Agent Success Plan I All Rights Reserved.