Must have an active EFIN
✅Keep 100% of Your Tax Prep Fees
Maximize your earnings and retain the full value of your hard work.
✅Customize Bank Product Fees
Add-on fees to bank products and grow your revenue stream effortlessly.
✅Unlimited Users
Scale your business without limits—add as many team members as you need!
✅Cloud-Based Software
Access your work anytime, anywhere with our state-of-the-art, secure cloud solution.
✅Access to Bank Products
Empower your clients with flexible financial solutions through trusted bank partners.
✅Tax Team Training
Enroll your team in a professional tax course to ensure top-tier service and compliance.
✅Mentorship with Courtney Murray
Receive personalized guidance from a seasoned Tax Business Success Coach to achieve your goals.
✅ERO Success Course
Sharpen your expertise with our self-paced course designed to position you for long-term success.
Begin your journey by signing up and completing your membership payment. It’s quick and easy!
Step 2: Agreements & Registration
Review and sign your 2025 membership agreements, then complete a simple registration form to kick off the process.
Step 3: Tax Software Suite Setup
Sit back as we handle the setup of your customized cloud-based tax software suite.
Step 4: Access & Onboarding
Once your setup is complete, you’ll receive full access to your tax software, tools, and exclusive membership perks.
Step 5: Schedule Mentorship Meetings
Book your mentorship sessions with Courtney Murray to get personalized guidance and strategies tailored to your business goals.
Step 6: Launch Your Tax Season
Start using your tax software, onboard your team, and prepare for an incredible, profitable season ahead.
Step 7: Prosper and Grow
With the ERO Advantage program by your side, enjoy a seamless, successful tax season while maximizing profits and building your brand
As a ERO Advantage member, you gain instant access to offer your team a thorough tax preparation course designed to build your skills and confidence in the tax industry. This training covers every essential topic to ensure you are well-prepared for a successful tax season, including:
Tax Law
Understand the fundamentals of U.S. tax law, including recent updates and key regulations that impact tax preparation.
Due Diligence
Learn how to fulfill your due diligence responsibilities, ensuring compliance with IRS standards and protecting your practice.
Filing Status
Gain insights into selecting the correct filing status for clients, understanding the impact on deductions, credits, and tax obligations.
Tax Credits
Master the various tax credits available, such as the Earned Income Credit, Child Tax Credit, and others, to help maximize refunds or minimize tax owed for your clients.
Collecting Tax Prep Fees
Learn effective strategies for collecting fees, including managing client expectations, setting payment terms, and handling bank product clients.
Deductions
Get in-depth training on allowable deductions, helping clients reduce taxable income and optimize their returns.
Amendments and Extensions
Understand the process for filing amendments to correct returns and extensions for clients needing extra time.
Marketing Practices
Discover proven marketing practices to grow your client base, including strategies for attracting new clients, retaining existing clients, and building your reputation in the tax industry.
And More!
Additional topics are included to support your ongoing growth as a tax preparer, covering essential knowledge and best practices.
Your Tax Business!
🚀
Step 2: Start Serving Clients and Filing Returns
Step 3: Earn With Each Bank Product and Tax Filing
Be Your Own Boss
Keep All Tax Prep Fees and add-on
Get expert coaching and training
New Year's Special FREE $799 to join!
1 business day
Secure Your Spot
as
ERO Advantage 2025!
Steps for smooth setup
Make sure you upload EFIN summary here.
Be prepared to fill out the ERO Registration after submitting payment (Info needed: Firm info, business banking info for bank products, principal info, etc)
Be sure to schedule your ERO Coaching session thru the link provided after registration. All info will be sent to email and thru text messaging updates.
As an ERO Advantage Member, you’ll gain exclusive perks designed to elevate your tax business, boost your profits, and provide unmatched value to your clients. Here’s what’s in store for you:
✅ Branded Mobile App Your own branded mobile app.
✅ Keep 100% of Your Tax Prep Fees Maximize your earnings and retain the full value of your hard work.
✅ Customize Bank Product Fees Add-on fees to bank products and grow your revenue stream effortlessly.
✅ Unlimited Users Scale your business without limits—add as many team members as you need!
✅ Cloud-Based Software Access your work anytime, anywhere with our state-of-the-art, secure cloud solution.
✅ Access to Bank Products Empower your clients with flexible financial solutions through trusted bank partners.
✅ Tax Team Training Enroll your team in a professional tax course to ensure top-tier service and compliance.
✅ Mentorship with Courtney Murray Receive personalized guidance from a seasoned Tax Business Success Coach to achieve your goals.
✅ ERO Success Course Sharpen your expertise with our self-paced course designed to position you for long-term success.
Seize the opportunity to expand your capabilities, build a powerhouse team, and secure your spot as a leader in the tax industry.
I Consent to Receive SMS Notifications, Alerts & Occasional Marketing Communication from company. Message frequency varies. Message & data rates may apply. Text HELP to (470) 570-1151 for assistance. You can reply STOP to unsubscribe at any time.