Designed for individuals ready to start and operate their own professional tax business. This course walks students through the complete process of becoming an Electronic Return Originator (ERO), setting up a tax office, understanding compliance requirements, and preparing for tax season success.
What’s Included:
EFIN Application Assistance
PTIN Registration Guidance
Tax Business Setup Training
Bank Product & Funding Information
Tax Office Operations Training
Marketing & Client Growth Strategies
Professional Tax Software Setup Guidance
Compliance & Security Education
One-on-One Business Consultation
Bonus:
Branding tips, pricing strategies, and client retention techniques to help launch a successful tax business.
Payment plans available. Limited enrollment during peak training season.
Designed for individuals ready to start and operate their own professional tax business. This course walks students through the complete process of becoming an Electronic Return Originator (ERO), setting up a tax office, understanding compliance requirements, and preparing for tax season success.
What’s Included:
EFIN Application Assistance
PTIN Registration Guidance
Tax Business Setup Training
Bank Product & Funding Information
Tax Office Operations Training
Marketing & Client Growth Strategies
Professional Tax Software Setup Guidance
Compliance & Security Education
One-on-One Business Consultation
Bonus:
Branding tips, pricing strategies, and client retention techniques to help launch a successful tax business.
Payment plans available. Limited enrollment during peak training season.