Tax Strategist

Services & Pricing Guide

It Isn’t What You Make. It’s What You Keep.


Your high income and investment potential requires concierge tax services that can quickly adapt when opportunities arise.

Income Requirement

$100,000 / year



You’re running your business while embracing a more complex investment strategy.

Income Requirement

$100,000 / year



You own a small-to-medium sized business. Your #1 priority is lowering your tax bill.

Income Requirement

$100,000 / year


Additional Benefits When You Hire Me As Your Tax Strategist:


I stay up-to-date on the most current tax laws and regulations so you don't have to.


I strive to explain tax concepts in a clear manner so you're building your knowledge of taxes while we work together. No "legalese" jargon here!


Don't be surprised if I send you a personalized video walkthrough explaining a tax concept and how it relates to your business. I love helping my clients grow their knowledge.

Not having a comprehensive tax strategy for your business could be costing you thousands of dollars a year.

Missed Deductions

Many businesses lose thousands of dollars each year in 100% legal deductions – and the IRS won’t tell you about them.

Wasted Time

Trying to understand the 500+ pages of the U.S. tax code does nothing but steal your time and productivity.

Penalties & Interest

Forgetting to make quarterly payments or making a mistake on your tax return can result in penalties and interest levied by the IRS.

Meet Josie

Josie Parr, CPA, MST is a tax expert and strategist with more than two decades of experience. She received her Bachelor of Science in Accounting from York College of Pennsylvania and her Master of Taxation from Villanova University.

Josie launched her career as an accountant at a Top 100 Firm working with businesses generating millions of dollars in revenue every year. She gained extensive knowledge in tax strategy and found a passion in helping service-based small businesses develop a strategic tax plan that helps them increase their cashflow and stay profitable without a hefty tax bill, year after year.

Why High-Earning Coaches and Consultants

Trust Me With Their Tax Strategy

I feel at ease working with Josie. She is so knowledgeable and was able to help me
navigate through all my tax and accounting needs with step by step zooms, videos,
emails, and calls. I can sleep soundly now.


Yoga Studio Owner

I trust Josie completely. She works with me to help me understand the next best steps for tax planning and my finances.

Dr. Ange

Business Owner and Empowerment Coach

Josie is an invaluable resource of our member network. Her tax and financial advice help our rapidly growing business.


CEO and Founder, Logistics Company

Ready to level up your tax strategy?

Here’s how.


Download My Service Guide

Learn more about my services and see pricing.


Complete Client Application Form

Complete my client application form so I can understand your business needs.


Call With Custom Proposal

If we’re a good fit, we’ll schedule a call to discuss which services will help you reach your business goals.

Ready to take taxes off your to do list

And Maximize your Business Revenue?

Check out our Service Guide to find out which monthly service is the right fit for your business. You’ll then be able to apply to work with me directly from the guide.