Business Setup Checklist
Every administrative step to open your tax office, in order.
All tracks
01
ERO Foundations
Build the base. Understand what an ERO is and how a tax office is structured.
5 lessons ~102 min 2 downloads
Track progress
0%0 of 5 lessons complete · knowledge check not taken
What you'll walk away with
You can explain the ERO role in your own words and have your business entity, workspace, and professional standards defined.
Module outline
Check off each lesson as you complete it. Progress saves automatically on this device.
- 18 min
The Electronic Return Originator is the authorized e-file provider who originates the electronic submission of a return.
- Definition of an Authorized IRS e-file Provider
- ERO vs. preparer vs. transmitter vs. service bureau
- Where the ERO sits in the return lifecycle
- Why the IRS created the e-file provider framework
- Common misconceptions about 'owning a tax office'
Action item — Write a one-paragraph description of the ERO role in your own words.
- 22 min
What you are accountable for once returns move through your office.
- Accuracy and timely origination of returns
- Signature documents and taxpayer authorizations
- Safeguarding taxpayer data
- Responding to IRS notices and rejects
- Maintaining good standing as a provider
Action item — List the three responsibilities you feel least prepared for today.
- 20 min
How the roles inside a tax office fit together as you grow.
- Solo desk model
- Owner + preparers model
- Front desk / intake role
- Quality reviewer role
- Virtual vs. storefront vs. hybrid
Action item — Sketch your office org chart for year one and year three.
- 25 min
The administrative foundation your tax office sits on.
- Choosing an entity type (with a licensed professional)
- EIN and state registrations
- Business banking and bookkeeping
- Insurance considerations
- Naming, branding, and domain basics
Action item — Complete the business setup checklist and mark your gaps.
- 16 min
The behaviors that keep clients, and the IRS, confident in you.
- Ethics and honest representation
- Fee transparency
- Confidentiality expectations
- Continuing education mindset
- Handling clients who ask you to bend rules
Action item — Draft your office's three non-negotiable standards.
Downloadable resources
Working files for this track. Educational resources only — not tax, legal, or financial advice.
ERO Role One-Pager
A printable summary of the ERO role and core responsibilities.
Knowledge check
ERO Foundations quiz
Answer all 3 questions. Score 70% or higher to mark this track's check complete.
1. What does ERO stand for?
2. Which statement best describes an ERO's position in the return lifecycle?
3. Which of these is a professional standard every tax office should set?