Our next session starts in October 2025

CLICK HERE to watch our latest preview session

Are you Ready to Step into Tax Advisory with the Skills - and Confidence - to Charge for it?

Your roadmap to tax advisory starts here!

Introducing:

Go from feeling unsure about offering strategy to confidently delivering advisory services —in just 8 weeks

The SMB Tax Strategy Solution is an 8-week,
step-by-step training designed to help you:

  • Move from tax prep to tax planning - confidently

  • Use a proven 5 step framework to evaluate and communicate strategies

  • Focus on low cash or no cash strategies your SMB clients will appreciate

  • Build and develop a plan your client can actually use

  • Learn how to price and present your work so clients see the value and say yes

You already know how to prepare returns.

Now it's time to get paid for your advice too!

Josie Breaks Down Advisory

⬇️WATCH THE MASTER CLASS REPLAY HERE⬇️

Simple Ways to Charge for Advisory

Learn how Josie identifies, packages and charges for tax advice.

Built for Solo and Small Firms

This solution is designed specifically for tax professionals running their own practices, those who want:

  • a structured approach to tax strategy

  • confidence in their technical and advisory skills

  • clients who recognize and pay for strategic value

  • systems that support consistent, high-quality delivery

Here's what we'll cover:

A Step-by-Step Roadmap

Go from lead qualification to tax strategy plan delivery with a clear structured process.

A 5-Step Framework

Evaluate tax strategies for legality, compliance and alignment with client goals.

Cash-Friendly Strategies

Focus on tax-savings opportunities that don't require large outlays - perfect for SMB Clients.

Implementation Support

Learn how to document and present your recommendations clearly and professionally.

Here's How it All Works

You'll get structured sessions - part live and part on-demand.

Here's a look at what's included, how it's delivered, and how it all fits together.

  • 10 Module Video Course - Tax Strategy Essentials

  • Weekly Live Strategy in Action Sessions

  • Weekly Live Plan Building Sessions

  • Private Online Community

  • Replay Access to Live Sessions

  • Learn 15 Essential SMB Tax Strategies

  • Tools and Resources including Calculators, Checklists and Client Information Handouts

PLUS

Your Strategic Support Add-Ons

  • Subscription Pricing Strategy Workshop - 2 hour live session focused on designing a plan for your firm

  • Delivery Strategy Workshop - 2 hour live session focused on packaging and delivering your plan

  • Build a Plan from Client Lead to Plan Delivery - 2 hour live demonstration to put it all together

  • 6 Month Membership to the Tax Pro Society for solo and small tax firm owners

Here's What Tax Pros are Saying about the SMB Tax Strategy Solution

Having Josie as a coach is the best investment that I have made in myself and my practice. She has incredible depth and breadth of technical and practical experience, and her willingness to share her expertise has enhanced my skills as a tax strategist. Her program has inspired self-assurance and now I’m growing my business with confidence and setting boundaries that align with my values.

Sarah Bradley, CPA, PFS

Josie helped me build confidence in pricing and selling tax strategies to my clients, and she also shared practical tips and tricks for running a more efficient practice. Her advice was spot-on, giving me the tools to take my services to the next level without overcomplicating things. I’d recommend her to any tax professional looking to sharpen their skills and streamline their practice!

Tatiana Podel, CPA

I was most impressed by the program's integrity. There were no pushy sales tactics or misleading promises, just clear strategies for implementing effective tax planning for my firm and our clients. Even with my background as a manager at a public accounting firm serving high-net-worth individuals, I gained significant insights. I learned a great deal from the program, which speaks volumes about its quality and depth.

Darina Antonova, EA

Josie has been a huge supporter in my growth from a tax preparer to a tax pro with the confidence to offer more planning and advisory services to my clients. Her course provided me with valuable tools and succinct summaries I can reference, saving me hours of research. I learned a lot from her tax strategies, and her framework for pricing, client service delivery, and more. I can’t thank Josie enough for her training and mentoring.

Paul Wapner, CPA

What sets this program apart is not just the quality of the content but also the instructor. Josie is an expert in her field and has a remarkable ability to explain complex tax concepts in a way that's easy to understand. Her guidance and mentorship are invaluable.

Penny Rose, CPA

I'm a new practitioner, and Josie’s training has been incredibly helpful—truly instrumental in my growth. I came into this very green, just doing tax prep as a side hustle. The training is solid, and the community it comes with is just as valuable.

George Wisniewski, Tax Professional

Josie’s Tax Strategy Coaching Program is outstanding. Every template and tool is thoughtfully designed for real, specific tax situations — nothing feels generic or one-size-fits-all. You can tell Josie truly cares about her course participants and wants them to succeed. Her program delivers practical, actionable strategies you can immediately apply. Highly recommend if you’re serious about leveling up your tax planning!

Catherine Roe, CPA

Josie has tremendous knowledge in tax strategy, and she uses that expertise to help other tax professionals grow their skillset. Her program provides detailed information on many tax strategies for small to medium sized businesses, and includes hands-on examples of how to apply them to an existing client base. Seeing the real-world application of these strategies has made me more confident in my tax practice.

Wendy Christiansen, CPA

You are in the right place if:

  • You are a CPA, EA or tax pro with tax preparation experience

  • You are serving small and medium sized business clients

  • You are ready to move beyond compliance

  • You want repeatable systems and real results

  • You are ready to get paid for offering tax advice

Hi! I'm Josie Parr, CPA MST

I’m a tax strategist, firm owner, and mentor for small‑firm accountants who want to grow through smart tax planning.


My career began in big‑firm tax, serving multimillion‑dollar clients. The technical training was invaluable, but the long hours made me reimagine a practice that valued lifestyle as much as revenue.


So, in 2019 I launched my own advisory‑only firm and never looked back. By offering subscription‑based tax strategy to small businesses, I tripled my first‑year revenue targets while working part‑time—proof that profitability and balance can coexist.


I run that practice today, so everything I teach is field‑tested with real clients. You’ll see exactly how to shift from return prep to strategic advice, raise revenue per client, and build a firm that supports the life you actually want.

Frequently Asked Questions

When are the live sessions held and how does the schedule work?

Live Zoom sessions take place two or three times per week during the program. These sessions are designed to give you real-time support, walkthroughs, and Q&A without taking over your week.

This is a hybrid course, which means you’ll also get access to companion video lessons you can watch anytime, on your schedule. The live sessions help reinforce and expand on what you’ve learned in the videos.

If you miss a session, no worries—all live sessions are recorded and available to watch later.

How many people are in each cohort or session?

We intentionally keep class sizes small—each session is limited to 15 participants or fewer. This ensures you get personalized support, direct access to guidance, and the opportunity to ask questions in a focused, collaborative environment.

You’ll be learning alongside other tax professionals on a similar path so you can engage fully, in a supportive environment designed to help you build confidence and take action.

Do I need prior experience to join the program?

This program is designed for CPAs, EAs, and tax professionals with at least 2 years of tax preparation experience. You don’t need to be an expert in advisory work—that’s what you’ll learn here—but you should already be comfortable preparing business returns.

Please note: This is not a tax preparation course. It doesn’t teach how to prepare returns from scratch. Instead, it’s focused entirely on helping experienced tax pros transition into offering tax strategy and advisory services confidently and compliantly

What types of strategies are included?

The program focuses on practical, low and no cash tax-saving strategies designed for small and medium sized businesses. Everything is evaluated using a clear framework to ensure compliance and alignment with client goals.

It does not include advanced strategies —just clear, actionable approaches that solo and small tax pros can use right away.

Is this a software tool or platform?

No—this is not a software tool. The SMB Tax Strategy Solution is a training program designed to teach you how to think and work like a tax strategist, not how to operate a specific software.

You’ll learn the frameworks, skills, and client-focused processes needed to deliver tax advisory services confidently—so you can apply what you learn using the tools or systems you already prefer.

How much is the program investment?

The full investment for the SMB Tax Strategy Solution is $3,997. This includes all live sessions, recorded trainings, templates, tools, and access to the private community.

Many participants find that just one advisory engagement with a client can cover the full cost of the program. You’ll walk away with the skills and structure to start offering—and charging for—strategic tax services right away.

I'm a bookkeeper, can I join the program?

If you are a bookkeeper that has not prepared tax returns then we do not recommend this program for you. The program is built specifically for CPAs, EAs, and tax professionals with at least 2 years of experience preparing business returns.

However, if you are looking to understand how tax strategy fits into your client work, we’ve got something coming soon just for you.

Join the waitlist for our upcoming course, Tax Ready for Bookkeepers.

Still have questions, or want to talk to us?

We’re here to support you! If you’d like more information about the program, you have a few options:

Email us anytime at: [email protected]

Schedule a call to talk one-on-one

We’re happy to help you decide if this is the right fit for your goals and your practice

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