READY TO DOMINATE
THE TAX INDUSTRY
Our program is for those ready to MOVE their MONEY to the NEXT LEVEL
MENTORSHIP
INNER BUREAU CIRCLE
The Elite Circle for Tax Professionals Ready to Scale to 6 and 7 Figures
The Inner Bureau Circle isn’t just another coaching program. It’s an exclusive mentorship and business building community designed for ambitious tax professionals who are serious about scaling their tax business to six and seven figures.
Led by a multi–7-figure tax business owner, this program gives you access to proven strategies, industry insight, and a network of industry leaders collaborating.
Structure Your Business for Scale
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.
Automate & Systemize for Sanity
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
Recruit & Hire a Dream Team
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.
Market with Confidence
No more guessing. Learn tested marketing strategies that attract ideal clients and keep your calendar booked.
Opportunity to Sell Your Own Branded Software
Monetize on a new level by offering your own software and earning recurring revenue like the pros.
Tap Into My 7-Figure Blueprint
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.
MENTORSHIP
INNER BUREAU CIRCLE
The Elite Circle for Tax Professionals Ready to Scale to 6 and 7 Figures
The Inner Bureau Circle isn’t just another coaching program. It’s an exclusive mentorship and business building community designed for ambitious tax professionals who are serious about scaling their tax business to six and seven figures.
Led by a multi–7-figure tax business owner, this program gives you access to proven strategies, industry insight, and a network of industry leaders collaborating.
Structure Your Business for Scale
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.
Automate & Systemize for Sanity
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
Recruit & Hire a Dream Team
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.
Market with Confidence
No more guessing. Learn tested marketing strategies that attract ideal clients and keep your calendar booked.
Opportunity to Sell Your Own Branded Software
Monetize on a new level by offering your own software and earning recurring revenue like the pros.
Tap Into My 7-Figure Blueprint
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.
MENTORSHIP
START A SERVICE BUREAU
Individuals who want to become a coach and resell software
The Service Bureau Mentorship Program is a high-impact coaching and implementation experience for tax business owners who are ready to start their own service bureau or take their existing bureau to the next level—with full guidance, done-for-you systems, and a supportive, collaborative community.
Unlimited Software Licenses
Gain access to unlimited user licenses for TaxSlayer, OLT PRO and CrossLink—at no additional cost.
Service Bureau Business Training
Learn how to start, structure, and scale your bureau. From pricing, onboarding, and support to systems and revenue models—I guide you step-by-step.
Rebate & Revenue Strategy
Maximize your per-return rebates and uncover smart ways to monetize your software, support, and team.
Software Branding & White Label Buildout
We’ll help you brand and customize your software so it looks and feels like your own powerful platform.
Marketing & Branding Strategy
Attract and retain the right partners under your bureau with our proven branding and client acquisition systems.
Contracts, Agreements & SOPs
You’ll get access to plug-and-play contracts, service agreements, and operating procedures to protect and scale your business with ease.
Bank Product Access
All major tax banks are supported. Your offices—even first-year EFIN holders—can offer in-season refund advance loans and more.
Private Service Bureau Community Access
You’ll join a private network of fellow service bureau owners to collaborate, share ideas, partner, and grow together.
Mentorship Training for Your Own Clients
I’ll teach you how to mentor the tax pros who purchase software from you, so you can lead with confidence, support their growth, and build a long-term ecosystem around your bureau.
Community Building Blueprint
Learn how to build your own branded tribe of tax professionals around your bureau with community-based growth strategies that drive loyalty and retention.
Resell the Tax Pro CRM
Get exclusive access to resell our Tax Pro CRM, helping your partners automate their tax businesses—while you earn additional income and streamline operations across your entire network.
MENTORSHIP
START A SERVICE BUREAU
Individuals who want to become a coach and resell software
The Service Bureau Mentorship Program is a high-impact coaching and implementation experience for tax business owners who are ready to start their own service bureau or take their existing bureau to the next level—with full guidance, done-for-you systems, and a supportive, collaborative community.
Unlimited Software Licenses
Gain access to unlimited user licenses for TaxSlayer, OLT PRO and CrossLink—at no additional cost.
Service Bureau Business Training
Learn how to start, structure, and scale your bureau. From pricing, onboarding, and support to systems and revenue models—I guide you step-by-step.
Rebate & Revenue Strategy
Maximize your per-return rebates and uncover smart ways to monetize your software, support, and team.
Software Branding & White Label Buildout
We’ll help you brand and customize your software so it looks and feels like your own powerful platform.
Marketing & Branding Strategy
Attract and retain the right partners under your bureau with our proven branding and client acquisition systems.
Contracts, Agreements & SOPs
You’ll get access to plug-and-play contracts, service agreements, and operating procedures to protect and scale your business with ease.
Bank Product Access
All major tax banks are supported. Your offices—even first-year EFIN holders—can offer in-season refund advance loans and more.
Private Service Bureau Community Access
You’ll join a private network of fellow service bureau owners to collaborate, share ideas, partner, and grow together.
Mentorship Training for Your Own Clients
I’ll teach you how to mentor the tax pros who purchase software from you, so you can lead with confidence, support their growth, and build a long-term ecosystem around your bureau.
Community Building Blueprint
Learn how to build your own branded tribe of tax professionals around your bureau with community-based growth strategies that drive loyalty and retention.
Resell the Tax Pro CRM
Get exclusive access to resell our Tax Pro CRM, helping your partners automate their tax businesses—while you earn additional income and streamline operations across your entire network.
SOFTWARE
TAX SOFTWARE
Individuals who do not need mentorship and just access to tax software
Business Plans
TaxSlayer
Software Training
Bank Registration
Tax Loans
SOPs
Offer loans for the first-year EFIN holders
Bank Products
SOFTWARE
TAX SOFTWARE
Individuals who do not need mentorship and just access to tax software
Business Plans
TaxSlayer
Software Training
Bank Registration
Tax Loans
SOPs
Offer loans for the first-year EFIN holders
Bank Products
Partners
Partners
About Dr. Rosie Thomas
Dr. ShaTonya ‘Rosie’ Thomas is a rising star - a native of Dallas, Texas. She is proof that Black Girl Magic is real. ‘The Texas Tax Pro’ has made her mark across the world, becoming a household name in the Business and Accounting industry.
Rosie opened a Tax Preparation business back in 2009 and has turned into a powerful enterprise now known as "Thomas Financial." Her business stands by its slogan as its core value, which is "Wealth Empowerment, We Represent." The company has filed for over a thousand individual and business taxpayers each year, maximizing their tax refunds and savings. Her Top-selling Tax Pro Planners are also found to be the best in tracking income, expenses, budgets, mileage and more!
Due to her charisma and innate ability to reach the masses, Rosie has assisted countless business owners structure their businesses and increase their finances through her innovating coaching program.
A force to be reckoned with, Rosie has changed the lives of many young minority entrepreneurs through her customized curriculum, business credit services, tax software and tax planners. She has also co-authored Amazon's No.1 Best Seller entitled "Tax Strategies for Small Businesses" and Master P’s Book Mastering Wealth. Another one of her milestone is co-founding Millionaire Legacy Builders, a community of strong women who values wealth building and successfully transforming it to a lasting legacy. Featured in Success with this, she has already attached three awards to her name
Global Humanitarian Award at the Biggest Boss GalaWealth Builder at the Family Wealth Builders’ SummitPresidential Lifetime Achievement Award issued by President Biden
She has likewise been featured in the SHEEN Magazine as the "Woman on the Move.", Success Magazine providing “6 Commonly Overlooked deductions” and The Grio “Minimizing tax liability Life Hacks.
About Dr. Rosie Thomas
Dr. ShaTonya ‘Rosie’ Thomas is a rising star - a native of Dallas, Texas. She is proof that Black Girl Magic is real. ‘The Texas Tax Pro’ has made her mark across the world, becoming a household name in the Business and Accounting industry.
Rosie opened a Tax Preparation business back in 2009 and has turned into a powerful enterprise now known as "Thomas Financial." Her business stands by its slogan as its core value, which is "Wealth Empowerment, We Represent." The company has filed for over a thousand individual and business taxpayers each year, maximizing their tax refunds and savings. Her Top-selling Tax Pro Planners are also found to be the best in tracking income, expenses, budgets, mileage and more!
Due to her charisma and innate ability to reach the masses, Rosie has assisted countless business owners structure their businesses and increase their finances through her innovating coaching program.
A force to be reckoned with, Rosie has changed the lives of many young minority entrepreneurs through her customized curriculum, business credit services, tax software and tax planners. She has also co-authored Amazon's No.1 Best Seller entitled "Tax Strategies for Small Businesses" and Master P’s Book Mastering Wealth. Another one of her milestone is co-founding Millionaire Legacy Builders, a community of strong women who values wealth building and successfully transforming it to a lasting legacy. Featured in Success with this, she has already attached three awards to her name
Global Humanitarian Award at the Biggest Boss GalaWealth Builder at the Family Wealth Builders’ SummitPresidential Lifetime Achievement Award issued by President Biden
She has likewise been featured in the SHEEN Magazine as the "Woman on the Move.", Success Magazine providing “6 Commonly Overlooked deductions” and The Grio “Minimizing tax liability Life HMoney Moves - Testimonial (MOB)acks.
