The DisciplinesThomas financial llc
Services Index
Four disciplines.
One standard.
Each engagement is shaped to the client. The form changes; the precision does not.
01
Tax Preparation
Personal and business tax preparation — with strategies to help maximize your refund and reduce your tax liability.
- Personal & business filings
- Federal & state · all 50 states
- Multi-entity coordination
- Year-round planning
02
Tax Resolution
Do you have tax debt? We work directly with the IRS to help you reduce or eliminate your tax debt — with several options available.
- IRS representation
- Back-tax assistance
- Penalty abatement
- Installment & offer agreements
03
Bookkeeping
We keep books that tell a story — so you can walk into any bank and get funding with ease. Monthly reconciliation, financial statements, and a client portal with everything you need.
- Monthly close & reconciliation
- Monthly financial statements
- P&L, balance sheet, cash flow
- Year-end prep & payroll coordination
04
Advisory & Mentorship
Quarterly counsel with Dr. Rosie Thomas for founders building durable businesses — strategy that distinguishes a company from a venture.
- Systems and Automations
- Marketing and Branding
- Wealth Protection and Strategies
- Entity and Capital Structure
