TAX PLANNING FOR COACHES, CONSULTANTS, AND BUSINESS OWNERS
Keep more of what you earn
Real strategy for business owners to legally pay less in taxes.
You didn't start your business to give your profits away.
Are you unsure about your taxes?
My tax bill catches me off guard, every time.
I don't know if I'm missing deductions I should be taking.
I'm making more money, and keep paying even more in taxes.
I'm the last one to get paid in my own business.
I don't have a tax strategy, just someone who files my return.
I don't hear from my CPA unless I reach out first.
If you checked even one, it's time for real strategy, the kind I build for coaches, consultants, and small business owners.
$1,000,000+ saved for clients, and counting
Real tax strategy that puts money back where it belongs, in your pocket.
How I build your strategy
so you keep more of what you earn.
Proactive Tax Savings
Your tax bill shouldn't be a surprise at the end of the year.
We proactively look for every legal deduction so we can reduce it before the year ends, not after. We know the deductions and strategies built specifically for business owners.
Built for Your Business
You're already running the business and making every call.
You shouldn't have to figure out taxes on top of it. We build your strategy around what actually matters: how you pay yourself, how you grow, and how you make decisions.
A Real Relationship
Taxes don't just happen in April, so our relationship doesn't either.
You can reach me whenever you need something, and I'll be working on your strategy too. Support every day, not just because it's "that time of year."
Strategy and filing, one relationship, start to finish.
We handle both your strategy and your tax return filing. Everything's covered, from planning to filing.
MEET JOSIE
Two decades of tax expertise, one very personal approach.
Josie Parr, CPA, MST has spent more than 20 years helping business owners keep more of what they earn. She started her career in Pennsylvania at a top firm working with multi-million dollar businesses, and now works from the Gulf Coast of Florida with a small, dedicated group of coaches and consultants. She's seen firsthand how overwhelming taxes can feel, even for smart, successful business owners, and she built her practice to change that. Today, she offers white glove, proactive service that's personal, easy to understand, and rooted in a real, ongoing relationship.
HOW WE WORK
A simple, guided process
Three steps from our first conversation to custom strategy.
Tell Us About You
Fill out a short form so we can understand what you're looking for and whether our services are a good fit.
Let's Connect
Hop on a 15-20 minute call. We'll talk about what you need, and you can ask any questions about how we work.
Your Strategy Meeting
We'll walk you through a proposed strategy built around your business, along with clear pricing and service details.
Ready to save on taxes?
DIRECT FROM CLIENTS
Why coaches, consultants, and business owners trust me with their strategy
CLEAR, PERSONALIZED GUIDANCE
"What truly sets Josie apart is her clear communication and her ability to break down complex financial concepts in an easily digestible way. She provides a high-touch, personalized experience and stays current on ever-changing IRS regulations to maximize every legal benefit while proactively planning for the future. I fully trust her judgment and have complete peace of mind knowing she is always looking out for me and my business."
Bonnie, Consulting Firm Owner
WORKS SEAMLESSLY WITH YOUR TEAM
"Josie is a valuable asset in tax planning and strategy, working seamlessly with my financial team to ensure everything runs smoothly. She takes the time to explain complex topics clearly, making the process easy and stress-free. Everything is on time, organized, and accurate, with no questions left unanswered. I have total trust that my taxes are being handled properly, itβs a huge relief knowing everything is under control."
Jodie, Business Owner
GUIDES YOU IN YOUR GROWTH
"When you are looking for a true financial partner, trust is key, and Josie is as good as it gets. Her attention to detail and understanding of tax laws are above all others I have worked with. She genuinely cares about my success, always has my best interest in mind, and will support and guide you in your growth."
Jonathan, Business Owner
SUPPORT FOR BUSINESS AND FAMILY
"Josie has been instrumental in helping me transition from employee to business owner. She continues to be a valuable partner with tax and financial planning decisions that affect my business and family."
Danielle, Coaching and Consulting Firm Owner
Frequently Asked Questions
Do you only work with coaches and consultants?
Coaches and consultants are my focus, but I work with any small business owner who built their business around their own expertise. If that sounds like you, you're in the right place.
Do you also file my taxes, or just strategy?
Both. I handle your tax strategy and your filing, business and personal, so you're not juggling a strategist and a separate preparer. It's one relationship, one plan.
What if I'm behind on filings or my books aren't up to date?
That's more common than you'd think and something we help clients catch up on all the time. We'll start with where things actually stand and build a plan from there.
How do I know if tax planning is worth it for my business?
If you're consistently profitable and paying $25,000 to $100,000+ every year in taxes, planning almost always pays for itself. We'll talk through your specific situation during your strategy meeting so you know for sure.
How does pricing work?
Every plan is custom, so pricing depends on your business and what you need. You'll get a clear answer during your strategy meeting, no hidden fees or surprises later.
Can you work with my business if I'm not local to you?
I'm a licensed CPA in Florida and Pennsylvania, and I work with clients nationwide. Tax strategy and filing aren't limited by geography, so wherever your business is, we can work together.
READY TO GET STARTED?
Stop guessing. Start planning.
Let's talk about what a tax strategy could look like for your business.