

Filing taxes under someone else’s EFIN?
Splitting your hard-earned money?
Working every tax season but not building anything for yourself?
Feeling stuck as “just a preparer”?

Stay small
Stay dependent
Keep giving away your earning power

Own your own tax firm
Have your own EFIN
Build your own team
Keep 100% of Tax Prep Fees
Create a real business - not just seasonal money
Filing taxes under someone else’s EFIN?
Splitting your hard-earned money?
Working every tax season but not building anything for yourself?
Feeling stuck as “just a preparer”?

Stay small
Stay dependent
Keep giving away your earning power

Own your own tax firm
Have your own EFIN
Build your own team
Keep 100% of Tax Prep Fees
Create a real business - not just seasonal money

The difference between a PTIN preparer vs. an ERO vs. a Tax Firm Owner
Why most preparers stay stuck (and how to break out of it)
How much money you’re actually leaving on the table
The mindset shift required to become a business owner

How to become an IRS-authorized ERO step-by-step
How to set up your tax business the right way
How to recruit and build a army of PTIN preparers
How to use systems to attract clients and scale
The exact roadmap to building a 6-figure tax business

The difference between a PTIN preparer vs. an ERO vs. a Tax Firm Owner
Why most preparers stay stuck (and how to break out of it)
How much money you’re actually leaving on the table
The mindset shift required to become a business owner

How to become an IRS-authorized ERO step-by-step
How to set up your tax business the right way
How to recruit and build a army of PTIN preparers
How to use systems to attract clients and scale
The exact roadmap to building a 6-figure tax business
Manage clients
Track returns
Automate follow-ups
Build and manage your team
Run your entire tax business from one place
PTIN holders ready to level up
Tax preparers tired of splitting fees
Beginners serious about building a tax business
Anyone ready to become an ERO and build something of their own
People looking for “quick money”
People not willing to grow
People who don’t want to build a real business
Not always available
Limited seats
Live training only (no guaranteed replay)
Manage clients
Track returns
Automate follow-ups
Build and manage your team
Run your entire tax business from one place
PTIN holders ready to level up
Tax preparers tired of splitting fees
Beginners serious about building a tax business
Anyone ready to become an ERO and build something of their own
People looking for “quick money”
People not willing to grow
People who don’t want to build a real business
Not always available
Limited seats
Live training only (no guaranteed replay)

You have your own tax company
Your own EFIN
A team of preparers working under you
Clients coming in consistently
You’re no longer splitting your income
You’re building something that actually belongs to you
Stay where you are
step into ownership
ERO Setup Checklist
Tax Business Launch Blueprint

You have your own tax company
Your own EFIN
A team of preparers working under you
Clients coming in consistently
You’re no longer splitting your income
You’re building something that actually belongs to you
Stay where you are
step into ownership
ERO Setup Checklist
Tax Business Launch Blueprint