COMMUNITY FOR SOLO AND SMALL TAX FIRM OWNERS

Done Figuring Everything Out on Your Own?

Welcome to Your Community.

COMMUNITY

COACHING

NETWORKING

SUPPORT

Your Support System for Running a Solo Tax Firm

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.

Monthly Expert Coaching

Practical guidance on pricing, client boundaries, and workflow efficiency. Real strategies for solo and small firms.

Direct Access to Expert Answers

No more searching or second-guessing. Get real solutions for your specific practice challenges from someone who's been where you are.

Your Tax Firm Toolkit

Ready-to-use templates, checklists, calculators, and guides built for solo and small tax practices. Stop reinventing the wheel.

Your Peer Network

Connect daily with tax professionals who truly understand your challenges. Ask questions, share wins, and build real relationships.

Build Valuable Connections

Collaborate, share referrals, and exchange ideas with tax professionals at your level who are committed to growing together.

Accountability That Works

Dedicated coworking sessions to get focused work done alongside peers. Built-in accountability for the tasks that keep getting postponed.

What Changes When You Stop Going It Alone?

You Get Answers

Stop second-guessing. Get expert guidance tailored to your practice.

You Save Time

Templates, workflows, and systems built for practices like yours.

You Build Relationships

Connect with peers who want to see you succeed.

You Protect What Matters

Build real profit without consuming your life.

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Who's Leading the Community?

Hi, I'm Josie Parr CPA, MST

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.

I'm in the community with you, answering questions, leading sessions, and sharing what's working in my own practice. This isn't a hands-off membership where you're left to navigate alone. I'm here, I'm practicing, and I'm committed to showing up for you.

What Members Love Most About The Tax Pro Society

Community! And Josie, She is a wealth of knowledge.

Catherine, CPA
Solo Firm Owner

Access to Josie's Brain! She is so passionate about tax.

Penny, CPA
Solo Firm Owner

Josie is very responsive and supportive to members.

Milissa, EA
Solo Firm Owner

The community collaboration, ideas and support.

Heidi, EA
Solo Firm Owner

Networking, camaraderie and Josie's expert answers.

Paul, CPA
Small Firm Partner

The community of knowledge and trusted tax professionals.

Tatiana, CPA
Small Firm Owner

Community! And Josie is a phenomenal coach.

Sarah, CPA
Solo Firm Owner

Josie's knowledge and willingness to support members.

Wendy, CPA
Solo Firm Owner

Ready to Join Your Community?

Tax Pro Society Membership

$77

per month

  • 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

Cancel anytime. No long-term commitment required.

Frequently Asked Questions

Q: Who is this membership for?

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.

Q: What is considered to be a "solo or small" tax firm?

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.

Q: What happens after I join?

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.

Q: Do I have to attend every live session?

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.

Q: Is there a minimum membership commitment?

If you join and it's not the right fit, you can cancel anytime. There are no long term contracts.

Q: I'm not a tax professional, can I still join?

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.

You Don't Have to Figure It Out Alone Anymore

Join The Tax Pro Society and get the expert coaching, proven resources, and peer community you need to build the practice you want, starting today.

If you've still got questions for us or want to chat, please email us anytime [email protected]!

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