Business Formation & Compliance Setup
Start correctly and stay protected. Learn how to structure your tax business, complete PTIN & EFIN registrations, and implement compliance systems that protect your business.
Tax Education & Filing Mastery
Gain real-world, filing-ready tax training covering 1040 fundamentals, credits, deductions, and practical client scenarios.
Software & Workflow Setup
Set up your tax software, client intake systems, document collection processes, and filing workflows so your operations run smoothly from day one.
Note: The use of our tax software is required.
TaxPro CRM & Automation Systems
Install structured systems designed for tax businesses including CRM pipelines, automated follow-ups, appointment reminders, and client communication workflows.
Marketing Department Launch Support
Learn how to position your tax business, set pricing, and implement marketing strategies that help attract and retain clients.
Real-Time Tax Season Support
Receive guidance and operational support during tax season when real questions and challenges arise.
Bi-Weekly Mentorship Calls with Dr. Rosie Thomas
Get direct access to mentorship where you can ask questions, receive business guidance, and gain confidence operating your tax business.

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.

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.