Level 2: Strategic Practice

Advanced monthly group coaching for tax professionals ready to refine, scale, and master their advisory practice

For SMB Tax Strategy Alumni Ready to Go Deeper

You've learned the foundations. You've started implementing tax strategy services. Now it's time to refine your approach, solve real-world challenges, and scale your advisory revenue.

Level Two is where theory meets practice with ongoing support, live case studies, and a community of practitioners building successful advisory practices.

  • What if I miss something?

  • "My clients don't have cash for fancy strategies"

  • "I don't have time to research every possible scenario"

  • How do I even price this?

What's Inside Level 2

Live Case Studies

Real client scenarios analyzed together. See how strategies play out in practice and learn from diverse situations..

Monthly Group Coaching Calls

Get direct guidance on your specific tax strategy questions. Troubleshoot challenges and refine your approach with expert support.

Mock Sales Presentations

Practice presenting tax strategies to "clients" in a safe environment. Get feedback and build confidence in your delivery.

Tax Pro Society Membership

Included in your monthly investment. Access the full community, resources, and ongoing support between coaching calls.

Founding Member Pricing

Next Cohort Starts November 3rd, 2025

  • This program is limited to 15 participants to ensure personalized support and direct access to Josie. Spots are already filling for the November cohort.

  • The November cohort is the last confirmed offering of 2025. Future program dates will be announced to our waitlist first.

  • Enrollment closes November 3rd or when all 15 spots fill, whichever comes first.

This program is limited to 15 participants to ensure personalized support and direct access to Josie. Spots are already filling for the November cohort.

The November cohort is the last confirmed offering of 2025. Future program dates will be announced to our waitlist first.

Enrollment closes November 3rd or when all 15 spots fill, whichever comes first.

Regular Price: $247 /month

$147 /month

For the first 10 members only

Your monthly membership includes:

  • Monthly group coaching calls with Josie

  • Live case study sessions

  • Mock sales presentation practice

  • Tax Pro Society membership ($77/month value)

  • Private community access

  • Ongoing implementation support

Questions? Schedule a Call

Beta pricing locks in forever. Once we reach 10 members, the rate increases to $247/month for all new members.

JOIN THE FALL COHORT

PAY IN FULL

$3,997

One Time Payment

PAYMENT PLAN

$1,333

(3) monthly Payments

Frequently Asked Questions

Q: Who is this group for?

Level Two is exclusively for tax professionals who have already completed the SMB Tax Strategy Solution and are actively implementing (or ready to implement) advisory services in their practice.

Q: How often do we meet?

Monthly group coaching calls are scheduled consistently each month. Exact dates and times will be coordinated with the founding member group to ensure maximum attendance.

Q: What if I can't make a call?

All sessions are recorded and available for replay. However, the real value comes from live participation, Q&A, and practice sessions, so we encourage attending live whenever possible.

Q: Can I cancel anytime?

Yes, this is a month-to-month membership. You can cancel anytime with no long-term commitment required. However, your founding member rate of $147/month is locked in only while you maintain active membership.

Q: What if I have more questions?

Email [email protected] or schedule a call to talk one-on-one: Book a call

Ready to Refine Your Practice

Join the beta group of strategic professionals and lock in founding member pricing

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