Our Services


When you visit a Thomas Financial office, you can rely on genuine help from real people – and for products and tax service with true benefits.

What makes Thomas Financial special? Our knowledge of income tax preparation, our enthusiasm, our commitment to our customers, and our selection of products is just the start of what we offer. When you choose Thomas Financial as your tax preparation professional, you’re getting a partner who will stand with you and actively seek out your best interests, biggest refunds or smallest legal tax liabilities.

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Why Choose Us?

Take a look at what Thomas Financial has to offer:

Our Services


Year Round Tax Preparation 
Tax Coaching & Planning
Tax Courses
Professional Tax Software
Notary Public
Business Entity Selection

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Additional Services

Bookkeeping Services

Our bookkeeping services are suitable for businesses of all types. We offer daily, weekly, and monthly services based on your specific needs.

  • Small Business

  • Bookkeeping

  • Outsourced Bookkeeping

  • Bank Reconciliation

  • Accounts Receivable

  • Accounts Payable

  • Bookkeeping Clean Up

  • Income Statement

  • Balance Sheet

  • General Ledger

  • Custom Reports

  • and much more….

Tax Courses

Comprehensive Tax Course

In this beginner tax preparer course, you will learn to prepare tax returns and research tax issues for most Form 1040 individual returns; plus the basics of Schedule C/self-employed tax returns. You will learn to prepare taxes in live software and be ready to start your new career as Tax Professional. You will have the option to work for Thomas Financial upon successfully completing the course.

Tax Pro For Taxpreneurs

A step by step coaching program providing everything needed to start, grow and maintain a successful Tax Practice. This course offers EFIN and PTIN assistance, Effective Marketing, Profitable Fee Calculations, compliance & record keeping and, Professional Software and Bank Product options.

Tax Software

Thomas Financial Services offers professional tax preparation software with bank products and best in class technical and tax prep support. Everything you need to make your tax preparation business successful.

Whether a sole practitioner, multi-office, global or corporate firm, you’ll find a professional software solution that helps to standardize, automate and streamline tax and accounting processes and workflows. Everything that you need to grow, manage and protect your business.