Thomas Financial

We equip you with the skills to thrive in the tax industry.

Advanced Master

Taxation Class

Virtual Class via Zoom

MEET YOUR COACH

YOLANDA MATHIS

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.

DR. SHATONYA 'ROSIE' THOMAS

Dr. 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 Three (3) Customized Coaching Programs under “Thomas Tax Academy.” She travels the country coaching over a hundred professionals, 56 of which are now Business Owners.

CLASS TOPICS

ADVANCED TAXATION CLASS

TOPIC 1

CAPITAL GAINS & LOSSES

  • Cost Basis

  • Capital Gain Tax Rates

  • Sale of Investment

  • Sale of Home

  • Non-Business Bad Debt

  • Form 8949 & SCH D

TOPIC 2

PENSION AND ANNUITY

  • Roth IRA

  • Traditional IRA

  • Required Minimum Distribution

  • 10% Tax on Early Distribution

  • Form 1099R & 5329

TOPIC 3

REAL ESTATE

  • Residential Rental Property

  • Rental Expenses

  • Air BNB

  • Corporate Leasing

  • Form SCH E

TOPIC 4

DEPRECIATION

  • What to Depreciate

  • Section 179 Deduction

  • Special Depreciation

  • MACRS (Modified Accelerated Cost Recovery System)

  • GDS (General Depreciation System)

  • ADS (Alternative Depreciation System)

  • Form 4562

TOPIC 5

IRS NOTICES

  • Letter 2802C

  • CP 2000

  • CP 05B

  • Letter 12C

ENROLL NOW AND GET THIS DIGITAL PLANNER FOR FREE

PRO LIFE PLANNER 2024

This guide will help inspire your desire to achieve your Tax Business goals while helping you manage your weekly, monthly, and yearly action items. Allow yourself to win by becoming committed to the process and tracking your progress. You deserve to take your dreams to the next level.

Testimonials


Great speakers, lots of knowledge on taxes! Wish I had done this before now.

- Shannon Landry


Amazing. You can understand everything fully

- Miranda Dorsey


These types of courses are helpful and extremely important to the overall success of new tax professionals coming in as well as seasoned tax professionals.

- Chelmek Jackson

Call (214)-717-6200

Email: admin@thomasfinancialllc.com

Site: www.thomastaxacademy.com

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