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Owner · Revenue Share: None

Solo ERO

For tax professionals who want to start their own tax business and need support launching and operating a tax office.

Tax professionals launching an independent office. An EFIN is required; when you don't yet have one, alternative options may be discussed during onboarding.

PTIN required

EFIN required

EFIN is required. If you don't have one yet, alternative options may be discussed during onboarding.

One-time setup

$697Was $997
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Includes software, training, coaching, and support.

What you'll achieve

Outcomes

  • Launch your own tax office with a custom business name
  • Bank enrollment and tax loan offerings for your clients
  • Business payroll setup and weekly check-ins with your coach
  • The Blueprint to Building a Tax Company

Everything included

In this package

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

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

Next tier

ERO + Team Building — $1497

Compare ERO + Team Building