Your Trusted Partner in Tax & Financial Services
for 15+ years
Your Trusted Partner in Tax & Financial Services
for 15+ years
Why Choose Thomas Financial LLC?
BEST TAX PREPARATION
SERVICES
Let us handle your taxes while you focus on what matters most in life.
BUSINESS STRATEGY
AND GROWTH
Let us help you navigate the complexities of finance and taxation while unlocking the full potatential of your business.
HIGHLY DEDICATED
WORKERS
With us, you can be confiident that your tax needs are in the hands of highly dedicated professionals who are passionate about helping you achieve your financial goals.
What We Offer
Tax Preparation
Stay compliant and stress-free during tax season. Whether you’re filing as an individual or running a business, we’ll prepare and file your taxes accurately and on time, ensuring you get every deduction and credit you deserve.
Tax Resolution
Owe back taxes or dealing with IRS notices? Our tax resolution experts will negotiate on your behalf, reduce penalties where possible, and create a manageable plan to get you back on track.
Business Mentorship
Designed to give entrepreneurs and business owners the personalized guidance they need to grow with confidence. Participants will receive exclusive 1-on-1 mentorship sessions with Dr. Rosie Thomas, where she will walk them step-by-step through structuring and strengthening their business.
Bookkeeping
Keep your books in order without the headache. From monthly reconciliations to financial statements, we’ll give you the clarity you need to make confident business decisions.
Tax Basic Bookeeping Services
Who is this for:
Business owners with 1–2 bank or credit card accounts
Businesses averaging ~100 transactions per month
Owners who want accurate records and financial clarity without complex accounting
Small but steadily growing businesses
What’s included:
Monthly bank reconciliation
Monthly financial statements
Quarterly meetings
Quarterly tax filing (if applicable)
Annual tax return filing
This service focuses on bookkeeping only. Accounting and tax strategy services are not included. Pricing may vary depending on the volume of your business.
Monthly Accounting Services
Who is this for:
Businesses with 3+ accounts (bank, credit card, PayPal, etc.)
Businesses processing 100–500 transactions per month
Owners who need deeper financial insights, forecasting, and tax planning
Businesses ready to scale with professional accounting support
What’s included:
3 accounts managed (bank accounts, credit cards, PayPal, etc.)
Up to 500 transactions per month
Monthly financial statements
Budgeting and forecasting
Tax strategy and tax planning
Sales tax filing
Quarterly tax filing (if applicable)
Annual tax return filing
Quarterly coaching call
Business funding assistance
Pricing may vary depending on the volume of your business.
Why Choose Thomas Financial LLC?
BEST TAX PREPARATION
SERVICES
Let us handle your taxes while you focus on what matters most in life.
BUSINESS STRATEGY
AND GROWTH
Let us help you navigate the complexities of finance and taxation while unlocking the full potatential of your business.
HIGHLY DEDICATED
WORKERS
With us, you can be confiident that your tax needs are in the hands of highly dedicated professionals who are passionate about helping you achieve your financial goals.
What We Offer
Tax Preparation
Stay compliant and stress-free during tax season. Whether you’re filing as an individual or running a business, we’ll prepare and file your taxes accurately and on time, ensuring you get every deduction and credit you deserve.
Tax Resolution
Owe back taxes or dealing with IRS notices? Our tax resolution experts will negotiate on your behalf, reduce penalties where possible, and create a manageable plan to get you back on track.
Business Mentorship
Designed to give entrepreneurs and business owners the personalized guidance they need to grow with confidence. Participants will receive exclusive 1-on-1 mentorship sessions with Dr. Rosie Thomas, where she will walk them step-by-step through structuring and strengthening their business.
Bookkeeping
Keep your books in order without the headache. From monthly reconciliations to financial statements, we’ll give you the clarity you need to make confident business decisions.
Tax Basic Bookeeping Services
Who is this for:
Business owners with 1–2 bank or credit card accounts
Businesses averaging ~100 transactions per month
Owners who want accurate records and financial clarity without complex accounting
Small but steadily growing businesses
What’s included:
Monthly bank reconciliation
Monthly financial statements
Quarterly meetings
Quarterly tax filing (if applicable)
Annual tax return filing
This service focuses on bookkeeping only. Accounting and tax strategy services are not included. Pricing may vary depending on the volume of your business.
Monthly Accounting Services
Who is this for:
Businesses with 3+ accounts (bank, credit card, PayPal, etc.)
Businesses processing 100–500 transactions per month
Owners who need deeper financial insights, forecasting, and tax planning
Businesses ready to scale with professional accounting support
What’s included:
3 accounts managed (bank accounts, credit cards, PayPal, etc.)
Up to 500 transactions per month
Monthly financial statements
Budgeting and forecasting
Tax strategy and tax planning
Sales tax filing
Quarterly tax filing (if applicable)
Annual tax return filing
Quarterly coaching call
Business funding assistance
Pricing may vary depending on the volume of your business.
About Us
Your Tax Experts For Personal and
Business Taxes
Trust us for seamless and reliable tax preparation solutions tailored to individuals and businesses alike.
Professional Team
Learn From Customer Feedback
Years of Experience
IRS Issue Resolution
Our Team
At Thomas Financial LLC, our team is dedicated to simplifying taxes and finances with expertise and personalized care. We provide tailored solutions that empower clients to achieve their goals with confidence and clarity.
Get a copy of the
#1 Best Selling
Call: (214) 717-6200
Email: [email protected]
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