Mentorship Programs
PATH TO PRO:
First Step to Tax Preparation
Perfect for individuals with zero experience who want to become tax preparers, get hands-on training, earn income during tax season, and build a flexible, rewarding career.
What You Will Get
Free Professional Software
Tax Software Training
Master Taxation Class
Coaching through Tax Season
Tax Seasons Evening Q&A
Tax Return Review
Competitive Salary
Make Your Own Schedule
Weekly Pay
Performance Awards
Offer Tax Advance Loans up to $7000
GREAT FOR BEGINNERS
Payment Options Available
TAX RESOLUTION: How to Win Against IRS Debt & Audit
Perfect for those who work with clients facing IRS debt, audits, unfiled returns, or collections—and want to confidently offer resolution strategies, represent clients effectively, and grow their service offerings with high-value tax solutions.
What You Will Get
Properly Negotiating a payment plan
Procedures of Currently Non Collectible
Completing an Offer In Compromise 656 Booklet
Penalty Abatement
Collection Statue Expiration Date
VIP: 1-on-1 Consultation
GREAT FOR EXPERIENCED TAX PROFESSIONALS
Payment Options Available
Master Taxation Class
Perfect for those looking to gain practical tax knowledge and confidently prepare returns, this class offers clear instruction and hands-on experience—ideal for individuals or teams starting their journey in tax preparation.
POWERED BY
What You Will Get
Filing Requirements
Deductions and Credits
Itemized deduction
Miscellaneous Forms
Professional Software Training (TaxSlayer)
GREAT FOR BEGINNERS
Payment Options Available
Advanced Master Taxation Class
Perfect for experienced tax professionals ready to deepen their expertise, take on complex returns, boost their confidence, and elevate their tax career to the next level.
POWERED BY
What You Will Get
CAPITAL GAINS & LOSSES
Cost Basis | Capital Gain Tax Rates | Sale of Investment | Sale of Homes | Non-Business Bad Debt | Form 8949 & SCH D
PENSION & ANNUITY
Roth IRA | Traditional IRA | Required Minimum Distribution | 10% Tax on Early Distribution | Form 1099 & 5329
REAL ESTATE
Residential Rental Property | Rental Expenses | AirBNB | Corporate Leasing | Form SCH E
IRS NOTICES
Letter 2802C | CP2000 | CP 05B | Letter 12C
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
GREAT FOR EXPERIENCED TAX PROFESSIONALS
Payment Options Available
Meet Your Mentor
Yolanda Mathis
Tax Resolution Specialist and Tax Business Mentor
She is widely known as Your Favorite Tax Resolution Specialist, and with more than 25 years of experience at the IRS, she has earned every bit of that title. After retiring from the IRS in 2018, she brought her unmatched expertise to Thomas Financial LLC in 2019—and she’s been a key part of the company’s growth and leadership ever since.
Working closely with Dr. Rosie Thomas, Yolanda helps manage the day-to-day operations of the firm while also leading the training and development of Thomas Financial Tax Partners. Her ability to break down complex IRS processes and turn them into teachable, real-world strategies has made her a powerful mentor to many across the organization.
As the firm’s in-house Tax Resolution Specialist, Yolanda plays a critical role in helping clients navigate IRS tax debt, offering not just solutions—but peace of mind. Her career reflects a deep commitment to excellence, service, and uplifting others through knowledge and support.
Yolanda’s leadership, professionalism, and passion for helping people continue to shape the culture and success of the tax industry.
YOLANDA MATHIS
Your Favorite Tax Resolution Specialist
IRS Veteran for Over 25 Years
