This holiday, give your office the gift of a calmer tax season.
Friend, I packed everything I teach into an AI assistant your office can start using today, plus step-by-step workbooks that show you exactly how to set it up. It chases documents, answers "where's my return?", fixes the paperwork mess behind a rejected return, drafts your marketing and keeps your whole team on track. You and your people still sign and file. The busywork just stops landing on your desk.
See how it works in your office.
A walkthrough from Dr. Rosie
Paste.
Answer a few questions.
sign
and file.
Is your office on the nice list?
The Nice List
This is you if...The Naughty List
Keep scrolling if...and a long February.
Nine gifts. One calmer season.
Think of this as hiring a trained assistant who already knows how a tax office works. Here's everything in the box.
The house rules
One short set of instructions you paste in once. It teaches the AI how a tax office runs and what it's never allowed to do.
56 AI helpers
Each one is trained for one job, from collecting documents to explaining a rejected return. Every helper comes with practice questions, so you can check its work before a client ever sees it.
The setup workbooks
Three step-by-step workbooks, one for each stage of the season. Every click in order, with screenshots, a 30-day plan, a filled-in sample office to copy from, and a "when something goes wrong" page.
Ready-to-load files
Already wrapped and labeled: what to add now, what to add in February, and what to save for after April.
Your office playbook
12 fill-in-the-blank guides about your office: your fees, services, team and the way you talk to clients. The AI interviews you and fills them in for you.
The rulebook
Who's allowed to do what, a clear list of things only a person in your office can ever do, and a client-privacy policy for your attorney to review.
This year's tax numbers
The 2026 figures your office will use this season (standard deduction, tax brackets, EITC, child tax credit, and the tips, overtime, car-loan and senior deductions), each tied to its IRS source.
Office procedures
Four step-by-step office procedures, so your team and your AI follow the same playbook.
Room to grow
Tools that let your tech person add new helpers later without breaking anything.
Open one gift now. Save two for the new year.
You don't have to set up everything at once. I split it into three stages that match the tax season, so you start with what helps most when the phones get loud. Each stage comes with its own workbook, so you always know the next step.
Get the front desk ready
New-client intake, ID checks, permission forms, document chasing, appointment reminders, "where's my return?" answers, rejected-return fixes, your season marketing, a check on every ad, and your office security plan.
Help at the prep table
Pulls W-2 and 1099 details into a worksheet for your preparer to verify, compares this year to last year, walks through the due-diligence questions, runs a second-look checklist, preps signature packets, and keeps a season scoreboard.
Grow in the off-season
IRS letter help, extensions and estimated payments, tax planning, business-structure comparisons, training new preparers, onboarding sub-offices, payout checks, and next year's updates.
Not just marketing. The whole office.
Most AI tools stop at writing social posts. This one helps with the real work in the middle of your office, the part that keeps you up at night in February.
The prep work
From the first intake question to an accepted return, plus IRS letters and planning.
Safety checks
Run on everything: right tax year, client info protected, nothing crosses the line.
Your clients
Bring them in, book them, keep them updated, and welcome them back next year.
Your marketing team
Content, social, video, your website and outreach, built for a tax office.
Running the business
Opening, hiring, training, security, and running a service bureau.
The AI does the busywork. Your people sign and file.
I've been in this business over 20 years. I know what's on the line when your name is on a return. So I built in three safety checks that run behind every single helper:
Your AI will never...
People onlyIt gets the work ready, then hands it to the right person on your team.
Six steps and you're live.
If you can upload a file and answer a few questions about your office, you can do this. Open the Wave 1 workbook and follow along, one step at a time.
Built from what I've taught for 20+ years.
Dr. Rosie Thomas is the founder of Thomas Financial and Thomas Tax Academy, with more than 20 years in tax and accounting. She has guided over 3,000 tax professionals in building profitable businesses they can grow.
Every season I watch good tax pros burn out on the same things: chasing papers, answering the same questions, fixing the same mistakes. So I took my systems, the ones I teach in my programs, and put them inside an assistant that works the way a well-trained team member works. It follows the rules. It knows its place. And it gives you back the time to do the work only you can do. This is my gift to your office this year.
— Dr. RosieRing in 2027 with your office already running smoothly.
Your questions, unwrapped.
This bundle is fully self-serve: the workbooks walk you through every step, and there's an FAQ page and an email inbox if you get stuck.
[email protected] →December 31, 2026 at 11:59 p.m. Central. On January 1 the price goes to $47. Grabbing it now also gives you time to set up the first helpers before the 2027 season opens in late January.
Everything in the stocking above: the 56 helpers, the house rules, three setup workbooks with a 30-day plan, your office playbook, the rulebook, this season's tax numbers and four office procedures. It's a digital bundle you load into Claude, an AI assistant you sign up for separately. There's no software to install. You upload files and follow the workbook.
Yes. You'll need a paid Claude plan that lets you add helpers (Claude calls them "skills"). Claude is sold separately by Anthropic. Check their current plans before you buy.
No. If you can copy, paste and upload a file, you can do this. The setup helper asks you questions about your office in plain English and fills everything in for you.
No, and that's on purpose. The AI gets the work ready: collecting documents, organizing, checking and drafting. You and your team review, sign and file. Your EFIN, PTIN and passwords never go into it.
Tax year 2026, which is the returns you'll prepare in the 2027 season. [CONFIRM: say whether next year's update is included or sold separately.]
Not yet. This edition covers federal returns. You can add your state's rules, and the bundle shows you how.
The AI is told to hide Social Security numbers and bank details anywhere they don't belong and to use only the information each task needs. Your client files stay in your tax software and secure portal. The bundle also helps you write the office security plan tax preparers are required to keep.
Four things. Have your lead preparer double-check this season's tax numbers. Have your attorney look over the client-permission wording. Run the practice test with a pretend client. Then start with your front desk helpers and grow from there.
This bundle is fully self-serve: the workbooks walk you through every step, and there's an FAQ page and an email inbox if you get stuck. If you'd like Dr. Rosie and her team to build your business with you, that's what Thomas Tax Academy's programs are for.
This edition covers tax year 2026. [CONFIRM: say whether next year's update is included, sold separately, or not planned. Promise it only if it will be built.]
[FILL: your refund or satisfaction policy.]