IMPORTANT MESSAGE... · FreshStart PRO Tax ERO's Train

IMPORTANT MESSAGE...

💰📚✏️⏰ FRESH START PRO ⏰✏️📚💰

🚨 ATTENTION ALL EROs & BUSINESS PARTNERS! 🚨

💵💵 IT'S ALMOST THAT TIME! 💵💵

⏰ WE ARE APPROXIMATELY 6 WEEKS AWAY FROM THE UPCOMING 2027 TAX FILING SEASON!

The time is approaching quickly! Before we know it, tax season will be here, and we want EVERY ERO and their team to be fully prepared!

As we approach the IRS test-batch and filing preparation period, please make sure your business, software, banking applications, and tax preparers are ready.

📚✏️ IMPORTANT ERO REMINDERS & REQUIREMENTS

1. 🔑 EFIN APPLICATIONS & APPROVALS

EROs who have NOT received their Electronic Filing Identification Number (EFIN), please take action immediately!

✅ Contact the IRS e-Help Desk to check your EFIN application status.

📞 IRS EFIN / ERO e-Help Desk: 866-255-0654

⏰ Monday–Friday, 6:30 AM–6:00 PM Central Time.

🌐 IRS e-Services / EFIN Application: https://www.irs.gov/e-services

If your EFIN is still pending or you are experiencing difficulties, please contact Fresh Start Pro so we can review your situation and determine what assistance or next steps may be available.

2. ✏️ PTIN APPLICATIONS & RENEWALS

ALL paid tax preparers must have a valid PTIN for the 2027 filing season!

💰 If you have not renewed your PTIN, please do so.

💰 If your team members have not applied for or renewed their PTINs, please have them complete this process.

🌐 IRS PTIN Application/Renewal: https://www.irs.gov/ptin

Visit IRS.gov, select Tax Professionals, and choose the option to apply for or renew your PTIN.

📌 2027 PTIN application/renewal fee: $18.75.

3. 💵 BANK APPLICATIONS & SOFTWARE SETUP

EROs, please make sure you are communicating with your service bureau, FRESH START PRO, regarding your banking applications and software setup.

Your preparation process should include:

✅ Applying for and receiving your EFIN approval from the IRS.

✅ Contacting Fresh Start Pro to complete your service bureau and software setup.

✅ Making sure Fresh Start Pro has the required information to submit your banking applications.

✅ Confirming your banking applications have been submitted and approved.

✅ Making sure your software is properly configured for the upcoming filing season.

✅ Ensuring your office and team are prepared to electronically file once the IRS begins accepting returns.

📌 REMEMBER: An EFIN is issued and authorized by the IRS. Bank approval and software setup are separate requirements. Fresh Start Pro is here to assist with the service bureau process.

4. 📚✏️ TRAINING IS STILL AVAILABLE!

There is STILL TIME for plenty of training!

EROs, please make sure you and your tax preparation team are receiving the training necessary to prepare accurate returns and follow IRS policies and procedures.

We want everyone to feel confident, knowledgeable, and prepared before tax season begins!

If you need additional training, software assistance, banking assistance, or guidance, PLEASE REACH OUT!

5. 📞 IMPORTANT MONDAY ERO FOLLOW-UP CALLS

⏰ MONDAY, NOVEMBER 16, 2026 🕛 STARTING AT 12:00 PM CENTRAL TIME

Fresh Start Pro will begin contacting EACH AND EVERY ERO currently enrolled in our SKOOL training platform.

The purpose of these calls is to:

📚 Check your progress and preparation.

✏️ Address any questions or concerns.

💰 Review EFIN and banking application statuses.

📖 Discuss additional training needs.

💻 Review software setup and readiness.

🤝 Determine what assistance you or your team may need before tax season.

📲 IF WE CANNOT REACH YOU BY PHONE, FRESH START PRO WILL SEND YOU A TEXT MESSAGE.

🚨 PLEASE RESPOND BY THE END OF THE DAY MONDAY!

As your business partners and mentors, we want to make sure everyone has the opportunity to get their questions answered and any outstanding matters addressed.

💰📚✏️ LET'S GET READY FOR A SUCCESSFUL 2027 TAX SEASON! ✏️📚💰

We are all business owners, and preparation is extremely important. Do not wait until the last minute to address your EFIN, software, banking, or training needs.

Your success matters to Fresh Start Pro!

We are here to provide guidance, mentorship, training, and support as we prepare for another tax season together.

📞 FRESH START PRO CONTACT INFORMATION

☎️ Customer Service: 800-718-3121

📲 ERO Direct Contact: 901-336-6751 (Call or Text)

🌐 IRS EFIN / ERO Assistance: 866-255-0654

📚 IRS EFIN Status / e-Services: https://www.irs.gov/e-services

✏️ IRS PTIN Application / Renewal: https://www.irs.gov/ptin

💵💵💵 FRESH START PRO 💵💵💵

Preparing Our EROs. Educating Our Teams. Building Successful Businesses Together! 🤝📚💰

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IMPORTANT MESSAGE...