Your parting gift from the 3-Day Masterclass

ERO Final Parting Package

Three steps, no login needed: take the business assessment, get your ERO Business Readiness Score, and download a 90-day growth plan built from your answers.

Business assessment

Answer honestly — the score only helps if it reflects where you actually are.

Your name

0 of 10 answered

Question 1

Current ERO status

Where you stand with the IRS e-file application today.

Question 2

Number of preparers

Everyone preparing returns under your EFIN, including you.

Question 3

Number of returns last season

Total accepted returns filed under your office.

Question 4

Tax software

Your professional preparation platform for the coming season.

Question 5

Bank product

Refund transfer / advance provider enrollment.

Question 6

Marketing

How consistently you generate new client conversations.

Question 7

Compliance

PTIN, due diligence, security plan, and recordkeeping.

Question 8

Business structure

Legal entity, EIN, and business banking.

Question 9

Current annual revenue

Tax prep revenue from your most recent season.

Question 10

2026 / 2027 goal

The target you're building toward.