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.
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
SIGNATURE SPEAKING & TRAINING TOPICS
SIGNATURE SPEAKING & TRAINING TOPICS
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.
Learning Takeaways
SIGNATURE SPEAKING & TRAINING TOPICS
SIGNATURE SPEAKING & TRAINING TOPICS
✔ 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
SIGNATURE SPEAKING & TRAINING TOPICS
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.