Welcome to
Thomas Tax Academy!
Becoming a Tax Professional is only the first step! Thomas Tax Academy has created a FULL opportunity ladder to take you through the steps to becoming your own BOSS with a tax office!
We guide, coach, and consult tax preparers on how to succeed in the tax industry.
Become a Tax Preparer
Becoming a Tax Preparer could be your first step to a stable career that you desire.
Upskill and make a difference in people's lives.
INCLUSIONS
Tax Mentorship Program
In this program you will learn how to properly structure your business, obtain your EFIN, build a solid foundation, automate your business, brush up your tax skills and master marketing techniques that will increase your revenue.
INCLUSIONS
1on1 Brainstorming session with Rosie
Standard Operating
Procedures (SOPs)
Become a
Service Bureau
This program is designed for experienced tax business owners wanting to become a tax software reseller and build a team. We will teach you how to expand your tax business and build a team.
INCLUSIONS
Branded Tax Software
Branded Mobile App Client Portal
Software Training
Service Bureau Training
Contracts
Bank Products
No Splits
Business Mastermind
This is a 6-week one-on-one business coaching program, where we will transform, scale and elevate your business.
INCLUSIONS
Take Control of Your Future!
Tax Profession can change lives for the better. Serve your community by helping people maximize their refunds. Benefits include:
Completely Virtual
As a Tax Professional, you can work from home, in an office or be completely mobile. You can decide how many hours you want to work.
Industry Stability
Over 150 million people file taxes annually and more than half use professional tax services.
Income Potential
Tax preparation is a profitable profession. Your earning potential increases as your experience grows and as you market it.
Be the Difference
The favorite check most people get annually is a tax refund. Become a tax preparer and assist maximizing their refunds.
DOWNLOAD THE ULTIMATE TAX PREP CAREER GUIDE
JUMP START YOUR TAX PREP CAREER IN JUST 4 WEEKS!
Who We Are.
Thomas Financial LLC was founded in 2009. Our company has the belief that our customers’ needs are of the utmost importance. We are constantly sharpening our knowledge of the latest tax law changes and incorporating these changes into the tax planning model we utilize for our clients. TAX ACADEMY is the professional training arm of Thomas Financial LLC with the broad objective of delivering professional tax education for individuals to get in to tax preparation and services.
Our Tax Prep Course teaches you how to prepare taxes. Learn from our experienced instructors and start your career in tax planning.
Already have experience of tax preparation? Join the Tax Pro Program to start your own Tax Prep Business and be your own boss!
Dr. Shatonya "Rosie" Thomas
Founder & Coach, Thomas Tax Academy
Director & Tax Consultant, Thomas Financial
Latest Blog Articles
Great resource to read written by our tax professionals and industry experts.
05 August 2023
5 Effective ways to attarct first-time tax clients
As the tax season approaches, attracting first-time clients from the new generations, such as millennials and Gen Z
20 August 2023
How does a disability tax credit work?
The Disability Tax Credit (DTC) is
a government-provided tax
benefit aimed at supporting individuals with disabilities
20 August 2023
How to properly use form 9465
As tax season approaches, many individuals may find themselves unable to pay their tax bill in full. In such situations, the IRS offers
Need help in planning your tax prep career ?
Schedule a 15 minute free career consultation with our tax experts.
© Copyrights by Thomas Financial LLC. All Rights Reserved.
FOLLOW US ON SOCIAL MEDIA