About Us
We are a full-service accounting and tax firm dedicated to maximizing your financial benefits for both Individual Tax and your Business Tax Services.
Best Tax Preparation Service
Let us handle your taxes while you focus on what matters most in life.
Business Strategy & Growth
Let us help you navigate the complexities of finance and taxation while unlocking the full potential of your business.
Highly Dedicated Worker
With us, you can be confident that your tax needs are in the hands of highly dedicated professionals who are passionate about helping you achieve your financial goals.
About Thomas Financial
Wealth Empowerment, We Represent.
Thomas Financial LLC 💎 is a Texas-based Tax Preparation Business founded in the year 2008. It has filed for over a thousand taxpayers each year, maximizing their tax refunds and savings. The company is also known for its top-selling Tax Pro Planner, Thomas Tax Academy, Business Services and Tax Software.
Professional Team Learn From Customer Feedback
Years of Experience IRS Issue Resolution
Our History
This business is a Texas-based Tax Preparation Business founded in the year 2008. It has filed for over a thousand individuals and business taxpayers each year, maximizing their tax refunds and savings. The company is also known for its top-selling Tax Pro Planner, Thomas Tax Academy, Business Services and Tax Software.
Behind Our Company
Sha’Tonya “Rosie” Thomas is a rising star – a native of Dallas, Texas. She is proof that Black Girl Magic is real. ‘The Texas Tax Pro’ has made her mark across the state of Texas becoming a household name in the Tax Preparation and Financial Freedom industry.
Rosie opened a Tax Preparation business back in 2009 and has turned into a powerful enterprise now known as “Thomas Financial LLC.” Her business stands by its slogan as its core value, which is “Wealth Empowerment, We Represent.” The company has filed for over a thousand individual and business taxpayers each year, maximizing their tax refunds and savings. Her Top-selling Tax Pro Planners are also found to be the best in tracking income, expenses, budgets, mileage and more!
Due to her charisma and innate ability to reach the masses, Rosie has likewise commissioned Five (5) Customized Coaching Programs under “Thomas Tax Academy.” She travels the country coaching over a hundred professionals, 56 of which are now Business Owners.
Dr. Shatonya "Rosie" Thomas
CEO & Founder
Yolanda Mathis, your dedicated Tax Resolution Specialist. With over 25 years of experience in taxes and education, Yolanda brings a wealth of knowledge as a retired VET from the Internal Revenue Service.
Having served as the manager at Thomas Financial LLC for over 3 years, she is committed to providing excellent service and equipping you with the tools you need to succeed.
Trust Yolanda to navigate the complexities of tax matters and guide you towards financial prosperity.
Yolanda Mathis
Tax Resolution Specialist (Manager)
Michelle: Executive Assistant VA, Hailing from the stunning Philippines, Michelle is more than a pro at managing schedules and projects – she's an explorer at heart, with an insatiable wanderlust.
With nearly three years of executive assistant expertise, Michelle doesn't just help, she orchestrates.
And there's more – she's honed her management skills for over five years, making her a true organization virtuoso. From coordinating intricate plans to guiding our tasks, Michelle is the compass that keeps us on track.
Michelle Lababit
Executive Assistant
Ann Magana, Marketing VA for Thomas Financial LLC, born and raised in the Philippines where typhoon season is an everyday thing. Social Media Marketing captured her attention during a nationwide college competition and pursued her next 10 years working her way up to the top companies in the Philippines to learn the techniques and gain experience. She's worked with brands in industries such as property development, tech, telecommunications, esports, fashion, and small businesses.
A believer of the positive impact of Social Media Marketing, she loves how diverse, ever-changing, and challenging social media landscape can be. She is driven with the thought of how Marketing can provide opportunity to everyone from small business to normal people to flourish and change their lives.
On the side, Ann dedicates her life to make a positive impact that she decided to become a content creator herself and now has gained followers online by making YouTube videos, funny gaming contentsm, and livestream.
Ann Magana
Marketing Director
Maryland, Bookkeeper VA for Thomas Financial LLC, based in the Philippines.
Maryland loves systems, structure, and solving problems. Bookkeeping is a way for her to express these interests.
She’s been working for almost 13 years, handled and performed different roles within the industries of accounting, education, engineering, computer software, and services.
She offers the convenience and flexibility of bookkeeping services delivered remotely since 2021.
With her attention to detail, strong organizational skills, and proficiency in accounting software, she ensures accurate and efficient financial record-keeping.
Maryland Guansing
Bookkeeper
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