Module 1 — The Role of an ERO
Learn the role and responsibilities of an Electronic Return Originator (ERO), including overseeing electronic filing, protecting taxpayer information, leading your team, and setting office standards. This module introduces the systems and leadership skills needed to run an organized, compliant, and profitable tax business.
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Module 2 — Setting Up Your Tax Business
Learn the steps to establish your tax business, from forming your LLC and obtaining your EIN to applying for your EFIN. This module explains the purpose of each, the information needed, and how to stay organized throughout the setup process.
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Module 3 — Resources & Support System
Learn where to get a business phone number, set up a professional email, hire a designer for your marketing flyers, and find a virtual assistant. This course helps you establish a professional presence and build the support system you need to stay organized, serve clients, and grow your tax business.
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Private Course
Module 4 — Tax Software Setup
How you set up your tax software, adding your tax pros under your office, setting up backend fees, etc
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Private Course
Module 5 — Bank Product
How to navigate through your bank product
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Module 6 — Trainings Recording
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Module 7 — Rebates and Audit Protection Fees
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Module - ContractClient Intake Form for Your Team
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Module - HIRING TAX PREPARERS MARKETING STATEGY
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Module - CRM SET UP
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Module - HIRING A VA FOR YOUR COMPANY
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Module - HOSTING WEBINARS
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Module - RUNNING ADS
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Module - VACATION VOUCHERS
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