LIVE Service Bureau Masterclass

Discover how Dr. Rosie Thomas turned her tax brand into a streamlined, scalable business—and how you can join or build your own.

🎥 Click To Turn On Sound

📅

Date: May 18th, 2025

🕗

Time: 8 PM EST

📍

Location: Online

(Secure your spot below)

Discover how Dr. Rosie Thomas turned her tax brand into a streamlined, scalable business—and how you can join or build your own.

🎥 Click To Turn On Sound

📅

Date: May 18th, 2025

🕗

Time: 8 PM EST

📍

Location: Online

(Secure your spot below)

You Have a Service Bureau Problem.

Let’s be honest: being “booked and busy” during tax season doesn’t mean much if your

business can’t run without you.

I’m hosting a free live masterclass to show you how I built a tax business that runs with or without me—using the same service bureau model that’s helping tax pros scale without burnout.

You’ll get a clear, step-by-step breakdown of the system I use to help others build teams, automate operations, and finally run their businesses like real CEOs—not overworked employees.

...And Start Building a Real Business—Not Just Filing Returns

You Have a Service Bureau Problem.

Let’s be honest: being “booked and busy” during tax season doesn’t mean much if your

business can’t run without you.

I’m hosting a free live masterclass to show you how I built a tax business that runs with or without me—using the same service bureau model that’s helping tax pros scale without burnout.

You’ll get a clear, step-by-step breakdown of the system I use to help others build teams, automate operations, and finally run their businesses like real CEOs—not overworked employees.

...And Start Building a Real Business—Not Just Filing Returns

The 3-Step Service Bureau Formula™

A practical, results-driven system for scaling your business—whether you want to join a proven

service bureau or launch your own.

What a Service Bureau Really Is—And Why It Pays More Than Just Doing Taxes

Learn how top tax pros are using the bureau model to grow faster with less effort.

Should You Join One or Build Your Own?

I’ll show you exactly how to choose the right path—and what to watch out for when selecting a partner or launching from scratch.

How to Turn Your Business Into a System That Works Without You

You’ll get the full blueprint—onboarding, automation, team structure, and the tools that make growth sustainable.

This Is For You If:

You’re tired of the cycle of working harder just to make the same

You’re running a tax business but feel stuck in the day-to-day

You’re an ERO ready to grow with structure

You want to build recurring income, not just seasonal spikes

Partner with a done-for-you backend service bureau

Build your own and lead a streamlined, scalable team

This class will give you the blueprint to run a business that doesn’t rely on you doing everything.

This isn’t about buying new software or taking another course you’ll never finish.

This is about the backend structure that real leaders use to grow—and stay profitable.

The 3-Step Service Bureau Formula™

A practical, results-driven system for scaling your business—whether you want to join a proven

service bureau or launch your own.

What a Service Bureau Really Is—And Why It Pays More Than Just Doing Taxes

Learn how top tax pros are using the bureau model to grow faster with less effort.

Should You Join One or Build Your Own?

I’ll show you exactly how to choose the right path—and what to watch out for when selecting a partner or launching from scratch.

How to Turn Your Business Into a System That Works Without You

You’ll get the full blueprint—onboarding, automation, team structure, and the tools that make growth sustainable.

This Is For You If:

You’re tired of the cycle of working harder just to make the same

You’re running a tax business but feel stuck in the day-to-day

You’re an ERO ready to grow with structure

You want to build recurring income, not just seasonal spikes

Partner with a done-for-you backend service bureau

Build your own and lead a streamlined, scalable team

This class will give you the blueprint to run a business that doesn’t rely on you doing everything.

This isn’t about buying new software or taking another course you’ll never finish.

This is about the backend structure that real leaders use to grow—and stay profitable.

I’m Dr. Rosie Thomas—founder of Thomas Financial and Thomas Tax Academy. I’ve spent over 20 years helping tax pros stop the hustle and build real, structured businesses.

20+ Years in the Tax Industry
Founder of Thomas Financial & Thomas Tax Academy
Presidential Lifetime Achievement Award Recipient
Featured in SHEEN, Success Magazine, and The Grio
Co-Author of Tax Strategies for Small Businesses and Mastering Wealth with Master P

I’ve helped hundreds of tax professionals scale with systems that work—and I want to help you do the same.

I’m Dr. Rosie Thomas—founder of Thomas Financial and Thomas Tax Academy. I’ve spent over 20 years helping tax pros stop the hustle and build real, structured businesses.

20+ Years in the Tax Industry
Founder of Thomas Financial & Thomas Tax Academy
Presidential Lifetime Achievement Award Recipient
Featured in SHEEN, Success Magazine, and The Grio
Co-Author of Tax Strategies for Small Businesses and Mastering Wealth with Master P

I’ve helped hundreds of tax professionals scale with systems that work—and I want to help you do the same.

If you’re looking for shortcuts or gimmicks, this isn’t it.

But if you’re ready to:

Build a real business

Lead a team

Step into the CEO role you were meant for

Then I’ll see you there.

If you’re looking for shortcuts or gimmicks, this isn’t it.

But if you’re ready to:

Build a real business

Lead a team

Step into the CEO role you were meant for

Then I’ll see you there.

STILL NOT SURE?

Will There Be a Replay?

No. This is a one-time live event. Plan to be present and engaged.

What’s the Cost?

Absolutely free. All I ask is that you show up ready to learn.

Is This Just for Big Agencies?

Not at all. Whether you're solo or have a growing team, this will help you build the right structure.

What If I Don’t Know Anything About Service Bureaus?

Then you’re in the right place. I’ll break it down in plain language so you can move forward with confidence.