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.