FREE FROM DR. ROSIE THOMAS · AMERICA'S TAX & BUSINESS DOCTOR™

You made the money. Now let's legally keep more of it.

Get Dr. Rosie's Financial Bundle: three AI helpers that map the tax strategies you may be missing, build the records to back them up, and turn what you keep into a real plan. Free. Set up in about 10 minutes.

Dr. Rosie Thomas Founder, Thomas Financial & Thomas Tax Academy

IAI HELPER

The Tax Savings Blueprint™:

answer a few questions and see which legal strategies may fit you, across 12 areas, from retirement plans to real estate.

IIAI HELPER

Records Ready:

get the proof checklists and logs that help your deductions hold up.

III

IIIAI HELPER

Keep-More Money Plan:

set money aside for taxes, build your emergency fund and pay down debt, with real numbers.

Dr. Rosie Thomas speaking at the Tax Summit

THE PROBLEM

Most people don't overpay because they did something wrong. They overpay because nobody showed them what they were missing.

You work hard for your money. But if you've never had someone walk through your income, your business, your real estate and your goals with you, you could be leaving legal strategies on the table, year after year.

I've spent more than 20 years in tax and accounting, and I've guided over 3,000 tax professionals. So I took the questions I ask in a tax strategy session and built them into AI helpers you can use tonight.

Dr. Rosie

WHAT'S INSIDE

Dr. Rosie's Financial Bundle

3 AI helpers Free Set up in about 10 minutes

The Tax Savings Blueprint™

Tell it how you earn money: a W-2 job, self-employment, a business, rentals or investments. It asks smart follow-up questions, then checks 12 areas.

YOU GET

your top 5 strategies to explore
what you can still do before December 31
what to plan for next year
the exact questions to bring to your tax pro

THE 12 AREAS IT CHECKS

01Business structure

02Deductions

03Retirement plans

04Real estate

05Family and employees

06Health care

07Credits

08Investments

09Charitable giving

10Timing

11Education

12High-income planning

Records Ready

Strategies only work if you can prove them. Get your proof checklist plus ready-made logs:

MileageHome officeExpense reportsFamily payrollReal estate hoursCharitable gifts

Keep-More Money Plan

Your tax set-aside

Your emergency fund

Your debt payoff plan

On one page, calculated from your real numbers.

WHO IT'S FOR

Who it's for

01 W-2 employees who want to stop leaving benefits on the table

02 Self-employed people and small business owners

03 Real estate investors

04 High earners who want a second look before year-end

✕Not for you if you're looking for a way to hide income or a promise of zero taxes. This is about legal strategies, done right.

HOW IT WORKS

How it works

1
STEP 1
Download the bundle (free).
2
STEP 2
Install it in Claude in about 10 minutes with the step-by-step guide.
3
STEP 3
Run your Blueprint and bring it to a tax professional, or book a session with my team.

Free download. Works inside Claude (the free plan works).

ABOUT DR. ROSIE

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 their businesses.

20+years in tax and accounting

3,000+tax professionals guided

FAQ

Questions, answered.

Yes. The bundle is free to download and use.