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From Preparer to ERO E-Book
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A lot of tax preparers are confused on which way to go and where to start in becoming an ERO and running their own tax preparation business. In this book, learn the steps in becoming an ERO and being in compliance with the IRS. Learn the steps in obtaining your PTIN, EFIN, LLC, and EIN numbers. Dive into detail about obtaining your business bank account, choosing your preferred software, and different bank products that are used. Take a look at what it takes to completely run your own business without limits.

Have access to your full back office while running your business whether it's alone or to build your team and so much more!

You will get a PDF (1MB) file
From Preparer to ERO
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ORDER NOW and Get the physical book and take notes on how to become a successful ERO.

Team Training
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$129.99
$129.99
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Don't have what you need to get started as a new ERO, or even a last minute seasoned ERO who needs material?


Here, you have 5 training presentations for basic tax preparing. These five presentations include;

The Basics Of Filing A Return, Filing Statuses, Understanding W2s and 1099s, and Amending Tax Returns.


You will receive 2 pre-written contracts, one for preparers and one for a subcontractor preparer. You also will receive an ERO training packet with helpful information. As a bonus, there are practice return documents for you and your team to create practice returns!


Kick-start your season the right way!

You will get the following files:
  • PDF (433KB)
  • PDF (127KB)
  • PDF (608KB)
  • PDF (608KB)
  • PDF (1MB)
  • PDF (225KB)
  • DOCX (18KB)
  • DOCX (33KB)
  • PDF (8KB)
  • ZIP (2MB)
  • PDF (389KB)
Full Boss Effect Package
On Sale
$179.99
$179.99
Added to cart

Don't have what you need to get started as a new ERO, or even a last minute seasoned ERO who needs material?


Here, you have 5 training presentations for basic tax preparing. These five presentations include;

The Basics Of Filing A Return, Filing Statuses, Understanding W2s and 1099s, and Amending Tax Returns.


You will receive 2 pre-written contracts, one for preparers and one for a subcontractor preparer. You also will receive an ERO training packet with helpful information. As a bonus, there are practice return documents for you and your team to create practice returns!


PLUS receive my ERO booklet for instant download!


Kick-start your season the right way!

You will get the following files:
  • PDF (433KB)
  • PDF (127KB)
  • PDF (608KB)
  • PDF (1MB)
  • PDF (225KB)
  • DOCX (18KB)
  • DOCX (33KB)
  • PDF (8KB)
  • ZIP (2MB)
  • PDF (389KB)