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Join the Waitlist for our Spring 2025 Program

Your next step to becoming THE tax strategy expert...

The SMB Tax Strategy Solution

so you can confidently deliver tax strategy savings to your small & midsized business clients, grow your revenue and increase your fees.

Does this sound like you?

Frustrated with unrealistic tax planning tools that don't work for your SMB clients?
Looking for a solution that equips you to rely on your own knowledge and expertise?
Having trouble separating tax preparation & tax planning opportunities?
Need tax strategy plans that are designed for the SMB market that you serve?

It's time to level-up with

THE SMB TAX STRATEGY SOLUTION

Many Programs show you how to create tax savings using complicated strategies that overpromise savings, require unrealistic cash flow commitments and set you and your SMB clients up for disappointing results.

The SMB Tax Strategy Solution will show you how to provide actual tax savings by walking you step by step through the tax planning process using our unique tax equation.

Learn to produce competent, achievable, client focused results and position yourself to earn higher fees in about 8 weeks (before the next tax deadline!)

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CORE VALUE COMPETENCE

Refresh your competency and professionalism focusing on IRS and industry compliance so clients can rely on you to provide accurate, honest advice while following relevant laws.

TAX STRATEGY EQUATION

Discover the key components to consistently and successfully evaluate tax savings opportunities using the SMB tax strategy equation. For every strategy, every time.

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PRACTICAL STRATEGY APPLICATION

Recognize opportunities with guided walkthroughs of essential tax strategies for the SMB Owner and reinforce those strategies in real-world case study application.

DESIGN, PRICE, AND DELIVER RESULTS

Build results-oriented tax savings plans using our tax strategy roadmap tailored to SMB clients and earn meaningful fees by applying pricing strategies for tax experts (yes we need strategies too!)

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Kind words from clients

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.

One of the best aspects of this program is its practical approach. It doesn't just teach theory; it provides real-world scenarios and case studies that allowed me to apply what I learned. This hands-on experience gave me the confidence to offer practical, results-driven tax strategies to my clients. From tax planning tools to pricing tax strategy engagements and delivering results, I now have everything I need at my fingertips to provide the best possible tax advice.

What I love the most about Josie is that she does not hold back on the information she provides. If she knows it, she shares it. She has helped me improve my technical skills and build a practice that is aligned with my lifestyle goals. I’m a tax strategist now, creating tax plans that save my clients tens of thousands of dollars using her tax strategy coaching program.

Josie has a tremendous amount of knowledge and experience in tax strategy, and she uses that expertise to help other tax professionals grow their tax strategy skillset. Her program not only provides detailed information on numerous tax strategies for small to medium sized businesses, but also includes hands on examples of how to implement them practically to an existing client base. Seeing the real-world application of these strategies has made me more confident in my tax practice.

Before, I had a fundamental grasp of tax strategies, but this program equipped me with invaluable tools and in-depth knowledge in legal, technical, and client alignment considerations. It also helped me determine my competency as a tax professional. 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.

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hello,

I'm Josie Parr, CPA, MST

After putting in years of hard work at top 100 firms, I realized there was an opportunity to create a better way. I took a leap of faith and founded Josie Parr CPA LLC, a niche practice that is specifically focused on tax strategy clients.

In my first year, I achieved beyond my wildest dreams - I tripled my revenue goals, reduced my work hours to a part-time schedule, and I now spend every day doing what I love: working in tax strategy.

And now, my mission is to empower other tax professionals to transform into tax strategists by elevating their current skills and knowledge using the same proven systems and methods that brought me success.

frequently asked questions

Does your analytical mind want more information?
(Mine usually does!)

How long is the program?

The SMB Tax Strategy Solution runs for 8 weeks and includes Live Coaching Calls, Video Instruction and Live Q&A Calls. The program also includes (2) Bonus Workshops. Live Sessions are held on Tuesdays and Thursdays.

Will THE SESSIONS BE RECORDED?

Yes, each live coaching session will be recorded and available for replay as long as the program is active.

How many students are in each Session?

Each program is limited to 12 students and is designed to allow for engaged learning with an opportunity to ask individual questions.

I'm a New Tax Professional, is this program right for me?

There is no experience requirement, however, the program does not teach tax preparation and is focused on understanding and applying tax strategies. It is recommended that you have a minimum of 2 to 3 years of business tax preparation experience to get the most out of the program.

What Tax Strategies are Covered?

The program focuses on 15 essential strategies that will easily produce meaningful savings for small to mid-sized businesses. The program does not included formal instruction on complex or advanced strategies.

What eLSE IS INCLUDED?

A collection of resources and tools to help you calculate savings, prepare your proposals, and execute your strategy plans. Examples include spreadsheet calculators, checklists, and client information handouts.

What is the program investment?

Your investment in The SMB Tax Strategy Solution is $3,997. You’re a tax pro, so you know it’s all about the numbers! And just one successful tax planning client can cover your investment. It’s that straightforward!

I have another question that was not answered here.

We would love to hear from you. Send any other questions to josie@solotaxcoach.com and we will get back with you shortly.

If you've still got questions for us or want to chat, please email us anytime! We'd love the chance to chat further, no pressure, we promise. support@solotaxcoach.com