Services Offered

TAX RESOLUTION

Perfect for individuals or business owners dealing with tax debt or collections.

WHAT'S INCLUDED

IRS Transcript Analysis
Filing Missing/Unfiled Tax Returns
Negotiating Installment Agreements
Offer in Compromise (OIC) Preparation
Currently Not Collectible (CNC) Status Requests
Penalty Abatement Requests
IRS Communication & Representation
VIP: Free 1-on-1 Consultation

TAX STRATEGIST

High-earning individuals, self-employed professionals, and business owners who want to save more money, stay compliant, and make smarter financial decisions all year—not just at tax time.

SERVICES AVAILABLE:

Personalized Tax Planning
Estimated Tax Calculations and Guidance
Audit Risk Minimalization
Bookkeeping
Comprehensive Tax Review

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PERSONAL TAX PREPARATION

W-2 earners, gig workers, freelancers, and individuals with multiple income sources who want accurate filing and maximum refunds.

WHAT'S INCLUDED

Preparation and filing of federal and state tax returns (Form 1040)
W-2 and 1099 income reporting
Standard and itemized deduction review
Tax credit eligibility (EITC, Child Tax Credit, etc.)
Direct deposit refund setup
IRS e-filing and confirmation
Personal Refund Advance Loans (up to $7000)

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BUSINESS TAX PREPARATION

Self-employed professionals, LLCs, S-Corps, and small business owners who need expert filing, deductions tracking, and year-end tax reporting.

WHAT'S INCLUDED

Preparation and filing of federal and state business returns (Schedule C, 1120, 1120S, or 1065)
Income and expense reconciliation
Depreciation and asset reporting
Quarterly estimated tax calculations (if needed)
1099 filing assistance (if applicable)
Business deductions and credit maximization

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MEET YOUR EXPERT

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 process

es 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.