ERO

Launch, Lead, and Level Up Your Tax Business

Welcome to the ERO Course, your go-to training program designed to position you as a trusted, knowledgeable, and fully equipped Electronic Return Originator (ERO) in today’s fast-growing tax industry.

Whether you’re launching your first tax office or scaling your operation, this course is your blueprint to success. We go beyond theory — diving into real-world skills, systems, and marketing strategies that help you not just get started, but stand out.

What You’ll Learn Inside This Course:

1. ERO Essentials & IRS Compliance

Gain a full understanding of your role as an ERO — from IRS registration and EFIN setup to bank products, consent forms, and due diligence. We’ll show you how to stay compliant and confident in every return you file.

2. Tax Office Structure & Software Setup

Discover the ins and outs of choosing your software (we’ll highlight TaxSlayer Online Pro and other industry options), setting up your back-end systems, and creating a workflow that keeps your office running smoothly.

3. Building Your Team & Managing PTIN Holders

Understand how to partner with preparers under your EFIN, manage their access, create contracts, and structure backend fees — so you stay in control while building a powerful income stream.

4. Marketing & Branding for EROs

Learn how to attract the right clients and preparers. We’ll dive into:

• Personal branding & digital presence

• LinkedIn outreach and professional visibility

• Local marketing tools like bandit signs, flyers, and referral programs

• How to network with CPAs to offer backup tax prep services for a split fee

5. Smart Financial Systems

We cover budgeting, setting your prep and backend fees, tracking payments, and maximizing revenue through ERO-bank partnerships. You’ll also learn how to calculate profits when managing multiple PTIN holders.

6. Tools & Templates You Can Use Today

From client intake forms and PTIN agreements to onboarding checklists and marketing scripts, you’ll walk away with real tools you can use to launch or improve your ERO business immediately.

 Who This Course Is For:

• Aspiring tax pros who want to become their own boss

• Current preparers ready to operate under their own EFIN

• Existing EROs who want to better manage PTIN holders, automate their systems, and market with confidence

Your Role. Your Rules. Your Revenue.

This course is more than information — it’s transformation. You’re not just learning how to prepare taxes. You’re learning how to run a business, grow a team, and create recurring income.

Welcome to the ERO Course — where the paper trail leads to profit, purpose, and power. Let’s build it together.