This free masterclass shows you how to become an ERO and build a business that gives you freedom and financial control.
*Note: This masterclass is happening on Sunday, September 7th. Spots are limited, so register today to secure your seat!
✔ What an ERO really is — and why becoming one is the most profitable move you can make as a tax preparer.
✔ How to apply for and secure your own EFIN — the step-by-step process, pitfalls to avoid, and how to stay compliant.
✔ How to build your tax business from scratch — the right software, workflows, and setup you need to succeed.
✔ Scaling strategies that actually work — get clients, build a team, and grow without burning out.
✔ Stay audit-ready — everything you need to know about IRS due diligence and how to protect your business.
🔓 Clarity on how to transition from tax preparer to full business owner
🛠️ A game plan to start and scale your ERO business
🧠 Confidence to overcome fear and start your own tax office
📈 Insight from real-world experience — not just theory
Aspiring tax professionals who want to become an ERO
Current tax preparers ready to step into business ownership
EROs who want to scale their business and grow their team
Anyone in the tax industry looking for long-term growth strategies
*Note: This masterclass is happening on Sunday, August 3. Spots are limited, so register today to secure your seat!
✔ What an ERO really is — and why becoming one is the most profitable move you can make as a tax preparer.
✔ How to apply for and secure your own EFIN — the step-by-step process, pitfalls to avoid, and how to stay compliant.
✔ How to build your tax business from scratch — the right software, workflows, and setup you need to succeed.
✔ Scaling strategies that actually work — get clients, build a team, and grow without burning out.
✔ Stay audit-ready — everything you need to know about IRS due diligence and how to protect your business.
🔓 Clarity on how to transition from tax preparer to full business owner
🛠️ A game plan to start and scale your ERO business
🧠 Confidence to overcome fear and start your own tax office
📈 Insight from real-world experience — not just theory
Aspiring tax professionals who want to become an ERO
Current tax preparers ready to step into business ownership
EROs who want to scale their business and grow their team
Anyone in the tax industry looking for long-term growth strategies
*Note: This masterclass is happening on Sunday, September 7th. Spots are limited, so register today to secure your seat!
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