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Team Leader · Revenue Share: None

ERO + Team Building

For tax professionals interested in establishing their own tax business and building a team of more than 300 tax professionals.

Owners ready to scale a team. An EFIN and PTIN are required to operate a tax business through this pathway.

PTIN required

EFIN required

One-time setup

$1497Was $2997
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Includes software, training, coaching, and support.

What you'll achieve

Outcomes

  • Guidance on brand development, team development, and business growth
  • Marketing support and educational resources for a growing team
  • A recruiting and onboarding system built for 300+ preparers
  • The Blueprint to Tax Prodigy Pro

Everything included

In this package

  • The Blueprint to Tax Prodigy Pro
  • Professional Tax Software
  • Software Training
  • Custom Business Name
  • Tech Support
  • IRS Registration
  • Offer Tax Loans
  • Full ERO Support Team
  • Client Forms
  • Bank Registration
  • Tax Law Updates
  • Experienced Business Coach
  • Business Payroll Setup
  • The Blueprint to Building a Tax Company
  • Weekly Check-Ins

How it works

Four steps

  1. 01Purchase your preferred package
  2. 02Review and sign your agreement
  3. 03Schedule your onboarding meeting
  4. 04Open your tax business

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