Tax Software & Mentorship Program for EROs

Launch, grow, and scale your tax business with our complete Tax Software & Mentorship Program designed specifically for aspiring and established Electronic Return Originators (EROs).

What’s Included:

✔️ Professional Tax Software Access
Receive access to professional tax preparation software designed for EROs to help you prepare and file returns efficiently during tax season.

✔️ Group Mentorship & Training
Get access to live mentorship sessions covering:

• Tax business setup
• Client onboarding
• Marketing strategies
• Pricing strategies
• Tax office organization
• Compliance & professionalism
• Growing your client base

✔️ Step-by-Step Training
Learn how to:

• Navigate the software
• Prepare basic tax returns
• Understand tax preparation workflows
• Manage clients professionally
• Build systems for your business

✔️ Business Growth Education
Gain insight into:

• Branding your tax business
• Creating additional income streams
• Scaling during tax season
• Building long-term client relationships

✔️ Community Support
Join a network of EROs and tax professionals focused on growth, accountability, and success throughout the tax season.

✔️ Resources & Templates
Get access to helpful business resources, organizational tools, and educational materials to help streamline your operations.