Get the free New ERO Launch Kit: the exact checklist we use to take tax preparers from PTIN to their own office, software, and client pipeline before season opens.
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No guessing, no piecing it together from YouTube. One roadmap, in order.
Seven steps from PTIN to your first e-filed return, including what the IRS EFIN application requires.
Software, bank products, office tools, and the documents to have ready before you sign.
What to finish in October, November, and December so January isn’t a scramble.
The kit helps you decide. Here’s the short version.
For preparers who know the work and want their own professional software and office setup.
For preparers who want the software plus a coach walking them through building the business.
The kit meets you at your stage.
Get the roadmap now and start building before January.
Get the Free Kit