OUR SERVICES
Comprehensive Financial Services, Tailored to You
Your financial needs are unique — and so are our solutions. At Thomas Financial, we provide a full range of services designed to protect, grow, and manage your wealth with confidence. Whether you’re planning for retirement, navigating taxes, or structuring your business finances, our team brings clarity and expertise every step of the way.
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
Smart tax planning is the key to keeping more of what you earn. We provide year-round advisory services to help you minimize liabilities, optimize deductions, and plan ahead with confidence.
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 Bookkeeping Services
(Starts at $299/Month)
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
(Starts at $599/Month)
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.
OUR SERVICES
Comprehensive Financial Services, Tailored to You
Your financial needs are unique — and so are our solutions. At Thomas Financial, we provide a full range of services designed to protect, grow, and manage your wealth with confidence. Whether you’re planning for retirement, navigating taxes, or structuring your business finances, our team brings clarity and expertise every step of the way.
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
Smart tax planning is the key to keeping more of what you earn. We provide year-round advisory services to help you minimize liabilities, optimize deductions, and plan ahead with confidence.
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 Bookkeeping Services
(Starts at $299/Month)
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
(Starts at $599/Month)
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.
Call: (214) 717-6200
Email: [email protected]
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