
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.
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.
How to protect your practice from penalties, audits, injunctions, and criminal exposure.
The five critical mistakes that could cost a tax professional their EFIN — and how to prevent them.
What really happens when the IRS comes knocking — your rights, risks, and responsibilities.
Real-world case lessons from defending clients in U.S. Tax Court.
Custom programs for firms, service bureaus, and multi-location practices.
Systems that safeguard your business and your preparers.
All sessions are available as keynotes, breakout sessions, workshops, firm trainings, and virtual webinars.
✔ 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
Josie has been featured by major national organizations and conferences, including:
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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.