ERO ACCELERATOR - START YOUR VIRTUAL TAX BUSINESS

About this course

🏢 EZ FILE NOW ERO Accelerator
Launch Your Tax Firm. Build Your Systems. Enter The Ecosystem.
Ready to move from preparing returns to building your own tax business? The ERO Accelerator helps you establish the foundation for a professional virtual or physical tax office with practical training, business guidance, and tax software included.
Inside the EZ FILE NOW ecosystem, you’ll learn how to connect your business structure, technology, client experience, marketing, and team into one organized operation.
What You’ll Learn:
- Business Foundations: Understand business registration, structure, and tax-office setup.
- ERO Requirements: Understand the roles of an EFIN and PTIN, the IRS application process, and your responsibilities as an Electronic Return Originator.
- Software And Systems: Learn how to use your included tax software and organize your office tools.
- Virtual Or Physical Office Setup: Create a client experience that fits your business model.
- Team Building: Establish roles, training processes, and expectations for your preparers.
- Client Attraction: Build a marketing and follow-up plan before tax season.
- Business Protection: Understand due diligence, client-data security, written security planning, and insurance considerations.
- Office Operations: Develop processes for intake, document collection, return review, and client communication.
Tax Software Included With Enrollment.
Who It’s For:
Tax preparers ready to pursue ERO ownership, launch their own office, or create a stronger foundation for an existing tax business.
Bring Your Vision. Build Your Foundation. Become The Owner.
Training supports your preparation; enrollment does not grant an EFIN, PTIN, or IRS approval.

Course curriculum

1.

ERO - Mentorship Training

2 lessons

  • 1

    How To Create Irresistible Offers For Your Tax Office

  • 2

    The Ultimate Guide To Creating Referral Promotions

ERO ACCELERATOR - START YOUR VIRTUAL TAX BUSINESS logo

ERO ACCELERATOR - START YOUR VIRTUAL TAX BUSINESS

🏢 EZ FILE NOW ERO Accelerator Launch Your Tax Firm. Build Your Systems. Enter The Ecosystem. Ready to move from preparing returns to building your own tax business? The ERO Accelerator helps you establish the foundation for a professional virtual or physical tax office with practical training, business guidance, and tax software included. Inside the EZ FILE NOW ecosystem, you’ll learn how to connect your business structure, technology, client experience, marketing, and team into one organized operation. What You’ll Learn: - Business Foundations: Understand business registration, structure, and tax-office setup. - ERO Requirements: Understand the roles of an EFIN and PTIN, the IRS application process, and your responsibilities as an Electronic Return Originator. - Software And Systems: Learn how to use your included tax software and organize your office tools. - Virtual Or Physical Office Setup: Create a client experience that fits your business model. - Team Building: Establish roles, training processes, and expectations for your preparers. - Client Attraction: Build a marketing and follow-up plan before tax season. - Business Protection: Understand due diligence, client-data security, written security planning, and insurance considerations. - Office Operations: Develop processes for intake, document collection, return review, and client communication. Tax Software Included With Enrollment. Who It’s For: Tax preparers ready to pursue ERO ownership, launch their own office, or create a stronger foundation for an existing tax business. Bring Your Vision. Build Your Foundation. Become The Owner. Training supports your preparation; enrollment does not grant an EFIN, PTIN, or IRS approval.

US$ 149 / month