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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

  • Course videos 
  • Practice test 
  • Forms and schedule 
  • Preparing tax returns 
  • Weekly Q&A 
  • Access to our private Facebook group 

 

 

 

 

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Start Your Own Tax Business 


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 

  • How to properly start and setup your business 
  • Business Structure 
  • Standard Operating

  • Procedures (SOPs) 

 

 

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Scale Your Own Tax Business 


It’s time to level UP! Scale your tax business is a live group coaching program. 

In this 5-month program, we will transform, scale and elevate your tax business.

 

 

 

 

 

 

INCLUSIONS

  • 1on1 Brainstorming session with Rosie 
  • Business Structure 
  • Standard Operating Procedures (SOPs) 
  • Hiring a solid team 

 

 

 

 

 

VIEW MORE !

Business Mastermind 


This is a 6-week one-on-one business coaching program, where we will transform, scale and elevate your business.

 

 

 

 

 

 

 

 

 

INCLUSIONS

  • Personalized zoom calls with Rosie Thomas for 6-weeks 
  • Proper Business Structure and elections 
  • Building Business credit to obtain funding 

 

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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.

 

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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!

GET IT !

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

Read more..

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

Read more..

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 

Read more..

Need help in planning your tax prep career ?

Schedule a 15 minute free career consultation with our tax experts. 

Schedule A Call

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