ARE YOU READY
to finally take your business to the next level, have clarity on exactly what you need to get there and have the confidence to know it’s possible for you?
The time is now, take control of your success by enrolling in one of our mentorship programs at 50% off!
Tax Software
$599
Before $799
INCLUSIONS
• TaxSlayer
• Software Training
• Bank Registration
• Tax Loans
• SOPs
• Branding & Marketing Course
• Weekly Meetings throughout the tax season
• Access to our private Community Group
• Free ticket to our annual Tax Summit
Become a Service Bureau
$2500
Before $3000
INCLUSIONS
• Free Coaching
• Service Bureau Training
• Software Branding & Buildout
• Branding and Marketing Training
• Keep 100% of your fees, No splits
• Contracts & SOPs
• Access to our private community
• TaxPros CRM
MOST POPULAR
Taxprenuer Essentials
$1499
Before $2500
INCLUSIONS
• Tax Software (TaxSlayer)
• 6-months Tax Training For You and Your Team
• How to properly start and set up your Business
• Standard Operating Procedure
• Automations
• Fee Calculations
• Master Marketing and Sales
• Full Support and Access to Our Team
• Access to a Network of Successful Tax Professionals
• Rebates
• EFIN Assistance
• Tax Pros CRM (1month Free)
• A Ticket to our Annual Tax Summit and Awards Ceremony
• Daily Q&A
Business Mastermind
$3000
Before $5000
INCLUSIONS
• Six (6) 1-on-1 sessions with Dr. Shatonya "Rosie" Thomas
• How to properly start and set up your Business
• Standard Operating Procedure
• Automations
• Fee Calculations
• Master Marketing and Sales
• Full Support and Access to Our Team
• Access to a Network of Successful Tax Professionals
• Tax Pros CRM (1month Free)
• A Ticket to our Annual Tax Summit and Awards Ceremony
Not sure which program is for you or would like to speak with your mentor?
CLASS ON OCTOBER
OFFER IN COMPROMISE
An online course dedicated to teach you how to settle your tax debt for less than the full amount you owe.
CLASS ON OCTOBER
MASTER TAXATION CLASS
FOR BEGINNERS
Our comprehensive training will equip you with the knowledge and skills needed to navigate the complex world of taxation confidently. Join us for an enriching learning experience!
Yolanda Mathis
IRS Veteran for 20 Years
Yolanda Mathis, your dedicated Tax Resolution Specialist. With over 25 years of experience in taxes and education, Yolanda brings a wealth of knowledge as a retired VET from the Internal Revenue Service.
Having served as the manager at Thomas Financial LLC for over 3 years, she is committed to providing excellent service and equipping you with the tools you need to succeed.
Trust Yolanda to navigate the complexities of tax matters and guide you towards financial prosperity.
Dr. Shatonya "Rosie" Thomas
Award-Winning Tax Coach, CEO, and Accountant
Dr. Sha’Tonya “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 state of Texas becoming a household name in the Tax Preparation and Financial Freedom industry.
Rosie opened a Tax Preparation business back in 2009 and has turned into a powerful enterprise now known as “Thomas Financial LLC.” 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 likewise commissioned Three (3) Customized Coaching Programs under “Thomas Tax Academy.” She travels the country coaching countless tax professionals which are now running their own successful and profitable businesses.
NEED HELP? WE GOT YOU COVERED!
Frequently Asked Questions
Question 1: I'm new. Which course should I take?
Looking for a new career? We recommend you start with our Tax Prep course to start your career in tax planning.
Question 2: What does a tax preparer do?
Tax preparers compile tax and financial information for individuals and businesses to accurately file local, state, and federal tax paperwork. Some of their regular responsibilities include preparing tax returns using an electronic filing system. Computing taxes owed by following tax codes and reviewing financial records like income statements advising clients against tax liabilities.
Question 3: What if I have experience as a tax professional and just need coaching?
If you're looking to start or grow your tax business, we offer the Taxprenuer Essentials program, which requires the use of our TaxSlayer software. For those with an established tax business interested in becoming a service bureau, we provide a Service Bureau Program. A Tax Service Bureau allows you to sell your own branded software, making it one of the most profitable models in the tax industry. For personalized guidance, we also offer the Business Mastermind Program, a 6-week 1-on-1 coaching program with Dr. Rosie Thomas designed to transform, scale, and elevate your business.
Question 4: What is your refund policy?
Due to the nature of the product, we do not allow refunds as of the moment.
Question 5: How long does it take to complete the Taxprenuer Essentials Program?
6-months Tax Training for you and your team.
Need assistance selecting the right program?
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