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Criminal and Civil Tax Attorney

BOOK JOSIE HARRIS-WALTON, ESQ

The TaxPros Attorney - National Speaker • Trainer
Book Josie

Book a National Speaker Who Understands Tax Professionals —

National Speaker • Tax Law Educator • Criminal Tax Defense Attorney

Josie Harris-Walton, Esq. is one of the country’s leading voices on IRS Due Diligence, EFIN/ERO Compliance, Criminal Tax Investigations, and Tax Court Litigation. With 17+ years of courtroom and compliance experience, she delivers powerful, practical presentations that transform the way tax professionals protect their firms.

Ready to Book Josie for Your Next Event?

ABOUT JOSIE

Josie Harris-Walton is a national speaker, Managing Partner of The Walton Firm, LLC, and Founder of TaxPro Shield, Inc. Known throughout the industry as “The TaxPros Attorney®,” Josie has spent nearly two decades representing tax professionals in audits, civil litigation, EFIN investigations, due diligence penalties, criminal inquiries, and U.S. Tax Court.

Her mission is simple:
Empower tax professionals with the knowledge, tools, and real-world strategies they need to stay compliant and protect their businesses.

Josie is also the co-host of TaxCourtTV, where she breaks down real tax cases and enforcement trends in a way tax pros can immediately apply.

Whether speaking on stage, teaching virtually, or training an entire team, Josie brings energy, passion, and real courtroom insight to every presentation.

SIGNATURE SPEAKING & TRAINING TOPICS

🔹 IRS Due Diligence & Compliance

How to protect your practice from penalties, audits, injunctions, and criminal exposure.

🔹 EFIN/ERO Risks & IRS Site Visits

The five critical mistakes that could cost a tax professional their EFIN — and how to prevent them.

🔹 Criminal Tax Investigations (IRS CID & DOJ)

What really happens when the IRS comes knocking — your rights, risks, and responsibilities.

🔹 Tax Court Litigation for Tax Professionals

Real-world case lessons from defending clients in U.S. Tax Court.

🔹 Business & Tax Firm Compliance Training

Custom programs for firms, service bureaus, and multi-location practices.

🔹 Fraud Prevention & Risk Management for Tax Pros

Systems that safeguard your business and your preparers.


All sessions are available as keynotes, breakout sessions, workshops, firm trainings, and virtual webinars.

Learning Takeaways

✔ How to reduce exposure to IRS penalties, sanctions, and investigations
✔ How to build a compliant, audit-proof tax practice
✔ What to expect during an IRS site visit, interview, or fraud inquiry
✔ How to protect an EFIN and pass Suitability checks
✔ Key triggers that lead to criminal investigations
✔ Real case studies that make compliance simple and actionable
✔ Step-by-step systems that can be implemented immediately

PREVIOUS SPEAKING ENGAGEMENTS

Josie has been featured by major national organizations and conferences, including:

  • National Association of Tax Professionals (NATP) 
  • Association of Black Tax Professionals (ABTP)
  • EA Bootcamp – Las Vegas & Atlanta 
  • Tax & Business Summit – Dallas, TX 
  • Tax Bizz Tax Pro Success Fest 
  • TaxCourtTV (National Webcast)
  • Tax Compliance Code
  • ETS Tax Institute
  • Tax Dragon Conference 
  • Due Diligence December (Annual Training Series)
  • Big Boss Conference
  • Featured in The TaxZaza Times
  • Qwen's Business Corner
  • Regularly featured as a speaker and trainer  for virtual webinars for tax professionals.


Video

Check out this great video

SPEAKING FORMATS:

  • Keynotes
     
  • Breakout sessions
     
  • Panels
     
  • Virtual webinars
     
  • Full-day or multi-day training programs
     
  • Compliance workshops
     
  • Corporate firm trainings
     
  • Custom presentations

Bring Josie to Your Next Event

DOWNLOAD MEDIA KIT

Download PDF

Josie's Bio

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Ready to Book Josie Harris-Walton for Your Next Event?

Whether you need a keynote speaker, a virtual trainer, or a compliance expert for your team, Josie delivers high-impact sessions your audience will remember.

Book Josie Today

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