ERO Foundations
Build the base. Understand what an ERO is and how a tax office is structured.
- What is an ERO?
- ERO responsibilities
- Tax office structure
- Business setup
- Professional standards
0/5 lessonsQuiz pending
ERO Self-Paced Academy
Six tracks. One complete roadmap for building a compliant, profitable tax office — at your own pace, on your own schedule.
$199 USD · One-time payment · All sales final, no refunds
Your academy progress
Saved on this device as you complete lessons and knowledge checks.
- Lessons complete
- 0/36
- Quizzes passed
- 0/6
- Tracks finished
- 0/6
The curriculum
Each track has its own lesson page with full module outlines, downloadable resources, and an end-of-track knowledge check.
01
Compliance
Protect your business by following the rules that govern tax preparation offices.
- PTIN
- EFIN
- Due diligence
- Identity verification
- Recordkeeping
- Privacy & security
- IRS requirements
0/7 lessonsQuiz pending
Operations
Run the office like a business with repeatable systems and quality control.
- Office SOPs
- Preparer management
- Client onboarding
- Quality control
- Workflow
0/5 lessonsQuiz pending
Tax Software
Master the tools that move returns from intake to funded refund.
- Software setup
- Return workflow
- Bank products
- Submission
- Rejections
- Funding
0/6 lessonsQuiz pending
Marketing
Attract clients, keep them coming back, and turn reviews into revenue.
- Lead generation
- Social media
- Referral campaigns
- Client retention
- Reviews
- Email & SMS marketing
0/6 lessonsQuiz pending
Scaling
Grow from a solo desk to a multi-location operation with the right KPIs.
- Hiring
- Management
- Production
- KPIs
- Revenue
- Multiple locations
- Service bureau opportunities
0/7 lessonsQuiz pending
Learn at your own pace
No live attendance required. Work the lessons, download the resources, pass the knowledge check, and move to the next track.
Work anytime
Self-paced lessons with full outlines you can start, stop, and revisit throughout the season.
Download the resources
Checklists, trackers, SOP templates, and planners so you apply what you learn.
Prove what you know
Each track ends with a knowledge check, and your progress is tracked automatically.
Enrollment is open · $199
Enroll in the ERO Academy
Six self-paced tracks for $199 USD, paid once. All sales are final — no refunds.