Join the Service Bureau Mentorship Program - Led by one of the largest bureau owners in the industry
this mentorship gives you the exact blueprint to grow your own 6– or 7–figure service bureau—with done-for-you systems, software, and strategy.
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From Tax Preparer to Industry Leader
The tax industry is evolving—and the real power is in owning the system. This program shows you how to step out of the preparer grind and into a scalable, software-based business model with real recurring income and long-term leadership.
You don’t need to guess. You need the blueprint.
What You Get Inside the Service Bureau Mentorship
Unlimited Software Licenses
Use and distribute licenses for CrossLink, TaxSlayer, and OLT Pro—no additional cost.
Step-by-Step Bureau Training
We cover startup, structure, operations, pricing, onboarding, revenue streams & support.
White Label Software Branding
Make your software your own. Look like a tech boss, not just a tax office.
Marketing & Partner Acquisition Plan
We’ll help you attract the right preparers under your bureau with brand authority.
Plug-and-Play Contracts & SOPs
Everything you need to protect your business and run it like a pro—done for you.
Bank Product Integration
Offer refund advances and key banking services, even if your partners are brand new.
Private Community Access
Collaborate with other bureau leaders and accelerate your growth together.
Mentorship Training for Your Partners
We teach you how to lead, support, and mentor your software buyers so they stick—and succeed.
Community Building Blueprint
Grow your own brand community of tax pros who rely on your software, your leadership, and your ecosystem.
Tax Pros CRM Reseller Access
Resell our automation system to your network and earn extra income while streamlining everyone’s operations.
Why It Works?
You’re not just getting training. You’re getting the same systems, tools, and strategies used to build one of the largest, multi-million dollar bureaus in the U.S.
This is how the real players grow:
Systems. Software. Support. Scale.
We Don’t Just Talk Growth—We Deliver It
Meet Your Mentor
Dr. Rosie Thomas
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.
Who This Is For
Tax pros ready to build a 6- or 7-figure service bureau
Existing bureau owners who want to scale and brand professionally
Visionaries who want to lead—not just prepare
Leaders who want to mentor and multiply their impact
Meet Your Mentor
Dr. Rosie Thomas
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.
Proof It Works: Real Results from Real Bureau Owners
From Preparer to Power Player—Their Stories Say It All
We Don’t Just Teach Growth—We Deliver It
It’s Time to Own the System
When you join the Service Bureau Mentorship Program, you’re not just stepping up—you’re stepping into your role as an industry leader with full support and scalable infrastructure behind you.
Spots are limited to protect the quality and exclusivity of this experience.
PARTNERs
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Proof It Works:
Hear from Inner Circle Members
This Could Be Your Story Next…
Success stories from our coaching program—straight from our students!
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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.