Get on the waitlist for our next program coming Fall 2026
Stop Giving Away Tax Strategy
for Free
Build $5K-$10K Annual Tax Strategy Subscriptions Using a Simple, Repeatable Roadmap
Free session • See the program • Watch a demo • Get answers
If You're Preparing Returns But Not Getting Paid for Your Strategy Advice, You're Not Alone.
You already see opportunities in clients’ businesses and you’ve probably offered free advice more than once.
But when it comes to charging for advisory work, something holds you back...
What if I miss something?
I don't have time to research every possible scenario
My clients don't have cash for fancy strategies
How do I even price this?
Here's the truth
You don't need to be a tax strategy genius. You need a simple proven system you can repeat with confidence and the support to actually implement it.
That's exactly what this program gives you.
THE SMB TAX ADVISOR PROGRAM
What you'll see in the program
Complete System From Lead to Signed Client
When a prospect expresses interest, you'll know exactly what to do next. You'll have a clear process from qualifying the lead to delivering a professional tax strategy proposal they'll pay for, turning conversations into annual advisory relationships.
15 Strategies for Ongoing Client Relationships
No need to be an expert in everything. Master 15 practical, low-cash and no-cash strategies designed for recurring advisory work. These aren't one-time fixes; they're strategies that keep clients engaged year after year.
Confidently Price and Present Your Services
Learn how to structure, price, and present ongoing advisory services with confidence. You'll see real examples, then adapt the approach to fit who you are as a professional. No scripts, just frameworks that work.
Watch Josie Work Through Real Scenarios
See it in action. You'll see exactly how Josie evaluates strategies, talks to clients, and builds plans in live case study demonstrations. Learn by watching, then apply it to your practice.
What Tax Professionals Are Saying
"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."
"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!"
Next Cohort Starts June 9, 2026
This program is limited to 25 participants to ensure personalized support and direct access to Josie. Waitlist Early Access Spots are already filling for the June cohort.
Enrollment opens during the masterclass on May 28th, 2026
Enrollment closes June 9th or when all 25 spots fill, whichever comes first.
This program is limited to 15 participants to ensure personalized support and direct access to Josie. Spots are already filling for the November cohort.
The November cohort is the last confirmed offering of 2025. Future program dates will be announced to our waitlist first.
Enrollment closes November 3rd or when all 15 spots fill, whichever comes first.
Register for the masterclass:
See Josie break down the difference between compliance and strategy with real examples
Learn the CORE framework for an SMB tax strategy plan
See the program modules, resources, and how it works
Get your questions answered live
Free live sessions May 28 · June 2 · 2:00 PM ET
Masterclass · Program Preview · Q&A
The masterclass is approximately one hour plus Q&A. You'll receive a confirmation email with the Zoom link and session details immediately after registration.
Here's How the Program Works
This is a hybrid program combining live instruction, video lessons, and hands-on practice. You'll learn the foundations of tax strategy, watch real demonstrations, and build the confidence to implement with your own clients.
Core Program Includes:
Foundations of Tax Strategy
Self-paced video lessons covering 15 practical tax strategies designed specifically for small and medium-sized businesses. Watch on your schedule to prepare for live sessions, and revisit anytime.
Live Strategy in Action Sessions
Hands-on walkthroughs of each strategy's tools (calculators, checklists, and templates). Learn how to gather the right client information, evaluate potential savings, and determine if the strategy is a good fit.
Build Your Plan Workshops
Apply what you're learning by building real client plans throughout the program using your own client data. Begin with lead qualification and data analysis, then develop plans step-by-step using the roadmap and strategies covered in each session.
These interactive workshops are consistently the highest-rated sessions.
Private Online Community
Connect with other tax professionals on the same journey. Get support, share wins, and ask questions in a collaborative environment.
Strategy Resource Vault
Get access to calculators, checklists, client information handouts, and templates you can customize for your practice.
12 Month Replay Access
Can't make a live session? All sessions are recorded and available to watch on your schedule. Keep access for 12 months.
Exclusive Program Bonuses
Bonus Value: $3,053
Subscription Pricing Workshop
Value: $797 | 2-hour live session on designing an annual subscription pricing model. Learn to move from one-off projects to recurring advisory relationships starting at $5K-$10K per client.
Sales and Delivery Workshop
Value: $797 | 2-hour live session on packaging and presenting your tax strategy services so clients see the value and say yes.
Start-to-Finish Plan Masterclass
Value: $997 | 2-hour intensive where Josie builds a complete tax strategy plan from scratch, showing you every step from lead qualification to final delivery.
Tax Pro Society Membership
Value: $462 | 6-month membership providing firm management support for solo and small tax firm owners. Training, community, and resources beyond strategy to help you run your entire practice.
Why Tax Pros Choose This Program
"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!"
"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."
Your Investment
$3,997
Build a Practice That Generates Recurring Advisory Revenue
This program teaches you how to structure annual tax strategy subscriptions, not one-off projects. When you charge clients on an ongoing basis for advisory services, your investment is covered with your first client.
Do the math:
1 client at $500/month = $6,000 annually (program paid for, plus $2K profit)
5 clients at $750/month = $45,000 in annual recurring revenue
10 clients at $1,000/month = $120,000 in advisory fees
Not every client will be a fit for annual subscriptions. This program helps you identify the right opportunities and communicate value effectively.
Compare this one-time $3,997 investment to:
Another year stuck doing tax prep at $500-$800 per return with no recurring revenue
Continuing to give away strategy advice for free
Missing out on $30K-$100K+ in annual advisory revenue
Burning out in tax season instead of building sustainable income
Your $3,997 includes:
Core Program:
Live session each week with direct access to Josie
Foundations of Tax Strategy video course (15 practical strategies)
Implementation tools: calculators, checklists, templates, and client handouts
Live case study demonstrations
Private online community
12 month access to all recordings
Small group support (limited to 25 participants)
Plus Exclusive Bonuses ($3,053 value):
Subscription Pricing Strategy Workshop ($797)
Sales and Delivery Workshop ($797)
Start-to-Finish Plan Masterclass ($997)
6-Month Tax Pro Society Membership ($462)
Your Coach Along the Way
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.
What makes my teaching different? I don't just lecture at you with theory. You'll watch me work through real client scenarios step‑by‑step, exactly how I do it in my practice. And I create a space where you can ask the 'basic' questions without feeling like you should already know this because that's how real learning happens.
Is this Right For You?
This program is specifically designed for:
CPAs, EAs, and tax professionals with at least 2 years preparing business returns
Solo or small firm owners serving small and medium-sized businesses
Tax pros who are ready to move beyond compliance and get paid for their advice
Practitioners who want a system not just more random tax tips
This is NOT for you if:
You're a bookkeeper who hasn't prepared tax returns
You want complex, advanced planning strategies. This focuses on proven foundational approaches.
You want a magic button or software that does the work for you
You're not willing to put in the work to practice and develop these skills in your own practice
Setting Realistic Expectations:
This program gives you the foundation, framework, and confidence to start offering advisory services. You'll learn 15 practical strategies and a repeatable system you can use immediately.
Mastery doesn't happen overnight. Becoming a skilled tax strategist takes ongoing practice and real-world application.
This program is the bridge from giving away strategy to getting paid for it, with the tools and support to start confidently charging for advisory services.
Hear from Tax Pros at Different Stages
"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."
"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."
Frequently Asked Questions
Q: When do live sessions take place?
Live Zoom sessions take place every Tuesday at 2:00 PM ET for 12 weeks. These sessions are designed to give you real-time support, walkthroughs, and Q&A without taking over your week. And if you miss a session, it's not a problem, you can watch later. All live sessions are recorded for replay.
This is a hybrid program, which means you'll also get access to the Foundations of Tax Strategy course videos that support each live session. Watch them anytime, on your schedule, and come to the live sessions ready to implement.
Q: How many people are in each cohort?
We intentionally keep class sizes small, limited to 25 participants. This ensures you get personalized support, direct access to expert guidance, and the opportunity to ask questions alongside other tax professionals on a similar path. It's a focused, collaborative environment designed to help you build confidence and take action.
Q: What level of experience do I need?
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.
Q: What types of strategies are covered?
The program focuses on practical, low-cash 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.
Q: Is this a software tool?
No, this is not a software tool. The SMB Tax Advisor 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.
Q: Do you offer payment plans?
Yes. You can choose from two payment options:
Full pay - $3,997 (save $399) or
4-month plan - $1,099/month
Core program access begins with your first payment. Bonus workshops unlock after payment in full.
Q: How long do I have access to the program?
You'll have access to live session replays and all program materials for 12 months from your program start date of June 9th, 2026. The Foundations of Tax Strategy course is yours for lifetime access as long as the program continues.
Q: What if I don't land a client right away?
This program gives you the foundation, framework, and confidence to start offering annual advisory subscriptions. Most participants begin implementing strategies during the program, but the timeline for landing your first paid subscription client varies based on your existing client base, how quickly you implement, and your practice's capacity.
That's why support continues beyond the 12-week live program. For 12 months from your start date you'll continue to have access to our monthly live case study sessions with Q&A, so you can keep building, applying what you've learned, and bring real client scenarios as they come up.
Q: What is your refund policy?
This program has a no-refund policy. Because your enrollment reserves one of our spots in a live cohort and you receive access to course materials when the program begins, all sales are final once payment is processed. We're confident in the value of this training and committed to supporting you throughout the program. By enrolling, you acknowledge and agree to these terms.
Q: I'm a bookkeeper - is this for me?
If you are a bookkeeper who has not prepared tax returns, 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're 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.
Q: What if I have more questions?
We're here to support you! If you'd like more information about the program, you have a few options:
Email us anytime: [email protected]
Schedule a call to talk one-on-one: Book a call
We're happy to help you decide if this is the right fit for your goals and your practice.
Ready to Stop Giving Your Expertise Away for Free?
Investment: $3,997 | Group Size is Limited | Cohort fills fast
Real Results from the Program
"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."
"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."