Empowering business owners to keep more of what’s theirs.

You deserve a CPA who talks to you…

…not at you.

Here’s what most people don’t know about taxes:

Here’s what most people don’t know about taxes:

Having a high-value tax strategy in place can have a huge effect on your tax bill at the end of the year.

Some tax professionals use what I call the “checkbox method” when filing taxes for their clients.

  • Look at your income and expenses.
  • Put data into a computer program.
  • Check a few boxes.
  • Submit.
  • Send you a bill.

Not me.

When we work together, I’m not just checking boxes in tax software that treats you like a number on a spreadsheet.

I’m constantly learning about you, your business, where you are and where you’re headed.

And I’m empowering you with education along the way.

My Mission

To help 6-figure Coaches, Consultants, and Service-Based Entrepreneurs pay lower taxes while growing their wealth.



Tax Strategist

Josie is an expert tax strategist who helps business owners keep more of their hard-earned money.

After working for many years as a tax professional in a high-stress firm, Josie left her job and moved her family to Florida for a simpler life.

She loves helping her clients understand taxes, so they feel empowered to make the best decisions for their business.

Are you ready

to save on taxes, increase your wealth, and stress less?


Gain control over your business finances.


Get a long-term, comprehensive plan designed to legally minimize your tax liability.


Reach your business and personal goals faster when you know exactly where your money is going--and how to leverage it to build wealth.