This isn’t theory. This is your blueprint, built by someone who’s actually done it.
Set up your operations like a real CEO—not just a tax preparer. From entity setup to internal workflows, we cover the foundation that supports big success.
Build smooth, scalable systems that save time, eliminate burnout, and let your business run—even when you're not with our very own Tax Pros CRM
Learn how to find, train, and lead quality tax preparers and staff who help grow your brand and revenue without adding more to your plate.
No more guessing. Learn tested marketing strategies that attract ideal clients and keep your calendar booked.
Gain Access to our Live Master Taxation Class via Zoom. You Will also Recieved Full Support and Mentorship During Tax Season.
I’m not teaching theory. I’m handing you the exact strategies I used to generate multiple seven figures in my own business as well as other mentees.
🎓 6-Week Master Tax Course (Taught by a 22-Year IRS Veteran)
✅ Full Due Diligence + Software Training Included
💻 Use Our Industry-Leading Tax Software (TaxSlayer, CrossLink, OLT Pro)
💸 Bank Products Access — Even if You’re New
Meet Your Mentor
Dr. Rosie Thomas is the founder of Thomas Financial and Thomas Tax Academy with over 20 years of experience in the tax and accounting industry. She has helped countless business owners transform their businesses and finances through her guidance and mentorship programs.
Her expertise has earned her several prestigious awards, including:
Global Humanitarian Award at the Biggest Boss Gala
Wealth Builder Award at the Family Wealth Builders’ Summit
Presidential Lifetime Achievement Award, issued by President Biden
She has also been featured in SHEEN Magazine as a "Woman on the Move," Success Magazine for "6 Commonly Overlooked Deductions," and The Grio for "Minimizing Tax Liability Life Hacks." She has also co-authored Amazon's No.1 Best Seller entitled "Tax Strategies for Small Businesses" and Master P’s Book Mastering Wealth.
Driven by passion and results, she helps entrepreneurs scale to 6 and even 7 figures.
Get trained by a 22-year IRS veteran in advanced tax law, compliance, and real-world application. Level up your knowledge—and your credibility.
Team Training Access
We don’t just help you grow—we help your
entire team rise with you. Your staff gets full access to training, onboarding, and tools to support your growth.
Stay audit-proof and protect your business from costly mistakes with in-depth, up-to-date training on IRS due diligence and ethical tax practices.
No more tech headaches. We walk you and your staff through everything—client portals, backend systems, and full software workflows.
Get access to top-tier software (TaxSlayer, Cross Link, or OLT Pro) as part of your mentorship. No extra fee. Just pro-level tools to run your office like a machine.
Bank Product Partnerships
Offer refund advance loans and bank products even if you're new. We connect you with trusted banking partners—yes, including first-year EROs.
Get direct access to 7-figure mentorship and guidance. Ask questions, get clarity, and implement fast with bi-weekly Zoom calls and strategy sessions.
Real support, real community. Collaborate, get feedback, and share wins with other high-level tax professionals who get it.
Swipe proven resources—intake scripts, hiring templates, marketing assets, and more. Skip the guesswork. Implement what’s already working.
Meet Your Mentor
Dr. Rosie Thomas is the founder of Thomas Financial and Thomas Tax Academy with over 20 years of experience in the tax and accounting industry. She has helped countless business owners transform their businesses and finances through her guidance and mentorship programs.
Her expertise has earned her several prestigious awards, including:
Global Humanitarian Award at the Biggest Boss Gala
Wealth Builder Award at the Family Wealth Builders’ Summit
Presidential Lifetime Achievement Award, issued by President Biden
She has also been featured in SHEEN Magazine as a "Woman on the Move," Success Magazine for "6 Commonly Overlooked Deductions," and The Grio for "Minimizing Tax Liability Life Hacks." She has also co-authored Amazon's No.1 Best Seller entitled "Tax Strategies for Small Businesses" and Master P’s Book Mastering Wealth.
Driven by passion and results, she helps entrepreneurs scale to 6 and even 7 figures.
Disclaimer
Results are not typical and may vary based on individual effort, experience, and market conditions. This information is provided for educational purposes only and does not constitute legal, financial, or tax advice. We do not guarantee earnings or specific business outcomes. Always consult with a qualified professional for personalized guidance. This page is not endorsed by, affiliated with, or sponsored by Meta, Facebook, or Instagram.