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
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
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
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
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



