COURSES ON SALE

COURSES ON SALE

BECOME A SERVICE BUREAU

NOW: $2,500

Before: $3,000

"Designed for Experience Tax Business Owners Wanting to Become a Tax Software Reseller and Build a Team"

What's included to the Service Bureau

• Branded Tax Software

• Branded Mobile App; Client Portal
• Software Training
• Service Bureau Training
• Contracts
• Bank Products

• No Splits

• Additional EFIN Assistance

• Branding and Marketing Training

Summer 2024

(For 2025 Tax Season)

TAXPRENEUR ESSENTIALS

NOW: $1,499

Before: $1,999

"Lock in your Tax Software and Receive Free Coaching"

What's included to the Taxpreneur Essential Program:


• Taxt 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

Payment Plans Available

Fall 2024

(For 2025 Tax Season)

TAX TITAN BLUEPRINT

NOW: $9,998

Before: $15,000

"Robust Blueprint for Building A Thriving Tax Empire"

What's included to the Tax Titan Program:

• Six (6) 1-on-1 sessions with Dr. Shatonya "Rosie" Thomas
• Proper Business Structure and Elections
• Building Business Credit to Obtain Funding
• Marketing Audit to Your Social Media Accounts
• Hiring & Training of three (3) Virtual (VAs):

• Bookkeeping

•Marketing

•Executive Assistant

• Additional Stream of Income

• Personal Credit Blueprint

•Business Credit Blueprint

• Become a Service Bureau

• Tax Pros CRM (1 Year)

•Tax Software (TaxSlayer)

•6 Months Tax Training For You and Your Team

•Dailt Q&A

•Get All From Taxpreneur Essentials

Payment Plans Available

Summer 2024

(For 2025 Tax Season)

TAXPRENEUR BLUEPRINT

Price: $1,499

"Building Your Successful Tax Business”

What’s included to the Taxprenuer Blueprint Sub-HeadlineProgram:

- Tax Software

- 6-months Tax Training For you and Your Team

- Tax Pros CRM (1 month Free)

Training Includes:

- Daily Q&A

Program Start Date: TBA

TAX TITAN

Price: $9,998

“A Blueprint for Building Your Empire”

What’s included to the Tax Titan Program:

- 6 one on one sessions with Rosie

- Marketing audit to your social media accounts and website

- We will hire and train 3 VAs 

- Bookkeeping

- Marketing

- Executive Assistant

- Additional Stream of income

- Tax Software

- 6 Months Tax Training for you and your team

- Tax Pros CRM (1 Year)Sub-Headline

Training Includes:

- Daily Q&A

Program Start Date: TBA

TAXPRENEUR BLUEPRINT

Price: $1,499

"Building Your Successful Tax Business”

What’s included to the Taxprenuer Blueprint Sub-HeadlineProgram:

- Tax Software

- 6-months Tax Training For you and Your Team

- Tax Pros CRM (1 month Free)

Training Includes:

- Daily Q&A

Program Start Date: TBA

TAX TITAN

Price: $9,998

“A Blueprint for Building Your Empire”

What’s included to the Tax Titan Program:

- 6 one on one sessions with Rosie

- Marketing audit to your social media accounts and website

- We will hire and train 3 VAs 

- Bookkeeping

- Marketing

- Executive Assistant

- Additional Stream of income

- Tax Software

- 6 Months Tax Training for you and your team

- Tax Pros CRM (1 Year)Sub-Headline

Training Includes:

- Daily Q&A

Program Start Date: TBA

TAXPRENEUR ESSENTIALS

NOW: $1,499

Before: $1,999

"Lock in your Tax Software and Receive Free Coaching"

What’s included to the Taxprenuer Blueprint Program:

• Tax Software (TaxSlayer)

• 6-months Tax Training For you and Your Team

• How to properly start and set up your Business

• Standard Operating Procedures

• 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 (1 month Free)
• A Ticket to our Annual Tax Summit and Awards Ceremony

• Daily Q&A

Payment Plans Available

Fall 2024

(For 2025 Tax Season)

TAX TITAN BLUEPRINT

NOW: $9,998

Before: $15,000

"Robust Blueprint for Building A Thriving Tax Empire"

What’s included to the Tax Titan Program:

• Six (6) 1-on-1 sessions with Dr. Shatonya 'Rosie' Thomas

• Proper Business Structure and Elections

• Building Business Credit to Obtain Funding

• Marketing Audit to Your Social Media Accounts and Website

• Hiring & Training of three (3) Virtual Assistants (VAs):

• Bookkeeping

• Marketing

• Executive Assistant

• Additional Stream of income

• Personal Credit Blueprint

• Business Credit Blueprint

• Become a Service Bureau

• Tax Pros CRM (1 Year)

• Tax Software (Taxslayer)

• 6 Months Tax Training For You and Your Team

• Daily Q&A

• Get All From Taxpreneur Essentials

Payment Plans Available

Summer 2024

(For 2025 Tax Season)

ADDITIONAL PERK:

Every student registered in our program will receive a FREE TICKET to the Annual Tax Summit.

ADDITIONAL PERK:

Every student registered in our program will receive a FREE TICKET to the Annual Tax Summit.

MEET YOUR COACH

My name is Rosie, the founder of Thomas Financial, with over 20 years of experience in Business and in the Tax Industry. I’ve had the opportunity to work with countless business owners to transform their businesses and finances.

I have been invited as a Guest Speaker to various wealth building events and have coached over 100 professionals, from which 56 of them are now running their own successful and profitable businesses. With this, I am grateful that my passion in working with business owners has been appreciated by well-known brands. It is forever an honor to attach to my name with the following awards & recognition:

1. Global Humanitarian Award at the Biggest Boss Gala

2.Wealth Builder Award at the Family Wealth Builders’ Summit

3. 2022 Tax Pro Ambassadorship for Texas of the Association of Black Tax Professionals (ABTP)

4. 2022 Ambassador of Texas by Association of Black Tax Professionals (ABTP)

5. 2023 Ambassador of Texas by Association of Black Tax Professionals (ABTP)

6. Woman on the Move by the SHEEN Magazine

7. Global Humanitarian Award at The Biggest Boss Conference by Six Figure Chics

8. Community Award of Excellence in Tax Resolution by Primerica

9. 2023 Tax Coach of the Year at the Tax Boss Awards

10. Forbes Blk Member

11. Doctor of Philosophy in Accounting at Leaders Esteem Christian Bible University

12. The President’s Lifetime Achievement Award

13. Hustleher of the Year by Heels & Hustle

I do not only have a vision, but also the drive to make it happen. Discover how to build a solid team, delegate tasks and free up time so you could be in these streets networking and bringing in more business.

MEET YOUR COACH

My name is Rosie, the founder of Thomas Financial, with over 20 years of experience in Business and in the Tax Industry. I’ve had the opportunity to work with countless business owners to transform their businesses and finances.

I have been invited as a Guest Speaker to various wealth building events and have coached over 100 professionals, from which 56 of them are now running their own successful and profitable businesses. With this, I am grateful that my passion in working with business owners has been appreciated by well-known brands. It is forever an honor to attach to my name with the following awards & recognition:

1. Global Humanitarian Award at the Biggest Boss Gala

2.Wealth Builder Award at the Family Wealth Builders’ Summit

3. 2022 Tax Pro Ambassadorship for Texas of the Association of Black Tax Professionals (ABTP)

4. 2022 Ambassador of Texas by Association of Black Tax Professionals (ABTP)

5. 2023 Ambassador of Texas by Association of Black Tax Professionals (ABTP)

6. Woman on the Move by the SHEEN Magazine

7. Global Humanitarian Award at The Biggest Boss Conference by Six Figure Chics

8. Community Award of Excellence in Tax Resolution by Primerica

9. 2023 Tax Coach of the Year at the Tax Boss Awards

10. Forbes Blk Member

11. Doctor of Philosophy in Accounting at Leaders Esteem Christian Bible University

12. The President’s Lifetime Achievement Award

13. Hustleher of the Year by Heels & Hustle

I do not only have a vision, but also the drive to make it happen. Discover how to build a solid team, delegate tasks and free up time so you could be in these streets networking and bringing in more business.

Testimonials

Keandra Simmons

CEO of The Firm Financial Solutions

Choncere Watson

CEO of Rae's Recovery Co

Twyla Doucet

CEO of Doucet Tax Group LLC

Michel Valbrun

CEO of Valbrun Group

Testimonials

Keandra Simmons

CEO of The Firm Financial Solutions

Choncere Watson

CEO of Rae's Recovery Co

Twyla Doucet

CEO of Doucet Tax Group LLC

Michel Valbrun

CEO of Valbrun Group

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