Master Tax Preparation. Build Wealth. Leave a Legacy.

Choose the Tax Academy Program That’s Right for You

LEVEL 1: TAX PROFESSIONAL PROGRAM

$50

Learn the Skills. Serve Clients. Earn Income.

Designed for individuals looking to enter the tax industry with confidence. You’ll receive the tools, training, and support needed to prepare tax returns, understand compliance requirements, and begin serving clients professionally.

Program Benefits

  • Professional Tax Software Access

  • Tax Preparation Training

  • PTIN Registration Guidance

  • IRS Compliance Education

  • Tax Loan Product Training

  • Return Review Support

  • Marketing Resources

  • Client Intake Documents

  • Tax Law & Industry Updates

  • Private Community Access

  • Ongoing Technical Assistance

  • Coaching & Mentorship

LEVEL 2: ERO LAUNCH PROGRAM

$499

Original Price: $999

Build Your Own Tax Office

Take the next step from preparer to business owner. This program is designed for entrepreneurs who want to establish a tax office, create a brand, and operate independently with the support of experienced industry professionals.

Program Benefits

  • ⁠Everything Included In Tax Professional PLUS

  • Business Launch Blueprint

  • Custom Business Branding Guidance

  • Bank Product Enrollment Support

  • Office Operations Training

  • Payroll Setup Guidance

  • Tax Business Development Coaching

  • Weekly Strategy Sessions

  • Dedicated ERO Support

  • Tax Office Growth Framework

LEVEL 3: ERO GROWTH PROGRAM

$699

Original Price: $1299

Scale Beyond Yourself

For EROs who are ready to increase production, improve operations, and build a larger tax business. Learn how to implement systems, improve efficiency, and create sustainable growth.

Program Benefits

  • Everything Included In ERO Launch

    PLUS

  • Advanced Growth Strategies

  • Team Development Training

  • Enhanced Business Coaching

  • Leadership & Management Guidance

  • Business Expansion Planning

  • Dedicated Support Resources

  • Weekly Accountability & Growth Calls

  • Keep 100% Of Your Office Revenue

    EFIN Required

LEVEL 4: SERVICE BUREAU ELITE

$799

Original Price: $2499

Build an Organization, Not Just an Office

Our highest-level program is designed for leaders who want to recruit, mentor, and support multiple tax offices while creating long-term growth opportunities. This program focuses on systems, infrastructure, leadership, and scaling.

Program Benefits

  • ⁠Everything Included In ERO Growth

    PLUS

  • Co-Branded Software Solutions

  • Service Bureau Development Training

  • ERO Recruitment Systems

  • Team Building Frameworks

  • Leadership Development

  • Unlimited Partner Growth Structure

  • CRM & Workflow Automation Setup

  • Advanced Marketing Systems

  • High-Converting Website Development

  • VIP Coaching Access

  • Priority Support

  • Organization Expansion Strategies

What’s Included

  • Beginner Tax Preparation Training

  • Tax Law & Compliance Overview

  • Filing Individual Tax Returns

  • Common Tax Credits & Deductions

  • Self-Employed & Business Returns Training

  • Ethics & Due Diligence Training

  • Tax Software Access

  • E-Filing Capabilities

  • Client Portal Access

  • Client Intake Forms

  • Tax Organizer Forms

  • Marketing Materials & Client Scripts

  • Social Media Templates

  • Lead Generation Training

  • Live Weekly Training Call

Real Reviews From Real Tax Clients

TAKE CONTROL OF YOUR CREDIT TODAY!

Ready To Build Your Future With Tax Academy?

Join the academy that's helping tax professionals create income, serve clients, and grow successful businesses.

Ready To Build Your Future With Tax Academy?

Join the academy that's helping tax professionals create income, serve clients, and grow successful businesses.

Ready To Build Your Future With Tax Academy?

Join the academy that's helping tax professionals create income, serve clients, and grow successful businesses.

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