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 less than 12 weeks (before the next tax deadline!)
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.
Discover the key components to consistently and successfully evaluate tax savings opportunities using the SMB tax strategy equation. For every strategy, every time.
Recognize opportunities with guided walkthroughs of essential tax strategies for the SMB Owner and reinforce those strategies in real-world case study application.
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!)
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.
The SMB Tax Strategy Solution runs 8 weeks and includes Live Training Calls, Video Instruction and Live Q&A Calls. The program also includes (2) Bonus Workshops. Live Sessions are held two times per week.
Yes, each live coaching session will be recorded and available for replay as long as the program is active.
Each program is limited to 10 students and is designed to allow for engaged learning with an opportunity to ask individual questions.
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.
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.
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.
We would love to hear from you. Send any other questions to firstname.lastname@example.org and we will get back with you shortly.
© COPYRIGHT 2023 | SOLO TAX COACH LLC | TERMS & CONDITIONS