
The Tax Pro Society is where solo and small firm owners get the expert coaching, proven resources, and the peer support they need to build profitable practices without the burnout. This is where you belong.
Practical guidance on pricing, client boundaries, and workflow efficiency. Real strategies for solo and small firms.
No more searching or second-guessing. Get real solutions for your specific practice challenges from someone who's been where you are.
Ready-to-use templates, checklists, calculators, and guides built for solo and small tax practices. Stop reinventing the wheel.
Connect daily with tax professionals who truly understand your challenges. Ask questions, share wins, and build real relationships.
Collaborate, share referrals, and exchange ideas with tax professionals at your level who are committed to growing together.
Dedicated coworking sessions to get focused work done alongside peers. Built-in accountability for the tasks that keep getting postponed.
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I started my career 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.
Today, I run my own advisory-only practice and lead The Tax Pro Society where I share the strategies, tools, and frameworks that actually work for solo and small tax firms. Everything I teach is field-tested with real clients because I'm actively building the same kind of practice you want. You're learning from someone doing this work right now, not someone who stopped years ago.
Community! And Josie, She is a wealth of knowledge.
Access to Josie's Brain! She is so passionate about tax.
Josie is very responsive and supportive to members.
The community collaboration, ideas and support.
Networking, camaraderie and Josie's expert answers.
The community of knowledge and trusted tax professionals.
Community! And Josie is a phenomenal coach.
Josie's knowledge and willingness to support members.
Monthly Live Coaching & Training Sessions
Ask Anything Q&A Sessions
Member Only Private Community
Exclusive Resources & Tools Library
Networking Opportuntites
Coworking Sessions
Replay Access to Sessions
Guest Expert Training
This is for you if you're a solo or small tax firm owner (whether you are already in business or you're just getting started) and you want to focus on growing a profitable business. It's designed for CPAs, EAs, and tax professionals who want practical support and a community of peers who understand the unique challenges of running a tax practice.
When we say "solo or small tax firm," we mean you're the owner/operator making the key business decisions. You can absolutely have employees, contractors, or support staff. This membership is designed to help tax professionals who are making the decisions that grow their practices whether you're working entirely alone or have a small team supporting you.
Once you join, you'll get instant access to the community, Q&A and our exclusive tools and resources. You'll also get the calendar with all upcoming live sessions (coaching, Q&A, networking, and coworking). You can start collaborating with other tax pros right away.
No! All live sessions are recorded and available for replay. Watch at your own pace. The live sessions are there for real-time interaction and support, but we understand schedules get busy. You'll never miss out on the content.
If you join and it's not the right fit, you can cancel anytime. There are no long term contracts.
The Tax Pro Society is designed for tax firm owners and tax professionals who are running (or planning to launch) their own practices. If you're a CPA, EA, or tax professional considering going out on your own, this community can help you prepare and build with support from day one.
If you're not currently a tax professional and don't have plans to provide tax services, this likely isn't the right fit. Still unsure? Email us at [email protected] and we'll help you decide.
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