ERO Academy
The full self-paced curriculum — six tracks from foundations to scaling.
- All Academy tracks unlocked
- Module quizzes and knowledge checks
- Progress tracking across your team
ERO Inner Circle
The masterclass showed you WHAT to build. The Inner Circle helps you actually BUILD IT.
A 90-day guided implementation membership for tax pros building a real, compliant, profitable ERO office — with the Academy, SOPs, infrastructure, AI tools, coaching, and community all in one place.
$597 USD · One-time payment for the 90-day program · Academy included · All sales final, no refunds
Everything inside the Inner Circle
Twelve pillars, one membership. Each one exists to move a specific piece of your tax office from idea to installed.
Tax Office Infrastructure
Everything the office itself needs before the first return is keyed.
- EFIN / PTIN readiness walkthroughs
- Office setup, equipment & security plan
- Client intake and workflow build
SOPs
Written standard operating procedures so the business runs without you.
- Intake-to-refund SOP library
- Preparer onboarding & training SOPs
- Quality review and file-closing checklists
Compliance Resources
Due diligence and data security done the way it should be documented.
- Due diligence documentation packets
- WISP / data security plan template
- Recordkeeping and audit-ready file standards
Marketing Resources
Client acquisition assets you can deploy the same week.
- Season campaign calendar
- Social, SMS and email templates
- Referral and retention playbooks
AI Tools
Assistants and prompt libraries built for a tax office workflow.
- Client communication prompt library
- Content and marketing assistants
- Internal SOP and training generators
Software Education
Choose, configure, and actually use your tax software correctly.
- Software comparison framework
- Setup and configuration walkthroughs
- Multi-preparer and remote-office settings
Bank-Product Education
Understand bank products, fees, and disclosures before you offer them.
- Bank product landscape overview
- Fee structure and disclosure literacy
- Enrollment timelines and readiness
ERO Community
A private room of owners building at the same time you are.
- Members-only community access
- Peer support and accountability pods
- Season-time troubleshooting threads
Weekly Coaching
Live group coaching every week, all year — not just in season.
- Weekly live coaching call
- Hot-seat implementation reviews
- Replays and session notes
KPI Tracking
Numbers that tell you whether the office is actually working.
- KPI dashboard template
- Return volume, fee average, and margin tracking
- Monthly scorecard review rhythm
90-Day Implementation
A structured build plan with weekly deliverables and milestones.
- Phase-by-phase build roadmap
- Weekly assignments and deliverables
- Milestone checkpoints with coaching
The 90-day implementation plan
You don't get a folder of files and a good-luck handshake. You get a build schedule with weekly deliverables and a coach checking the milestones.
Days 1–30
Build the Foundation
Structure, credentials, compliance, and the office core.
- Business structure and credential path confirmed
- EFIN / PTIN application status documented
- Data security plan drafted
- Core intake workflow mapped
Days 31–60
Build the Operation
SOPs, software, bank products, pricing, and team readiness.
- SOP library customized to your office
- Tax software configured end to end
- Fee schedule and bank-product decision finalized
- Preparer onboarding plan in place
Days 61–90
Build the Growth Engine
Marketing, AI leverage, KPIs, and season readiness.
- Season marketing calendar published
- AI assistants deployed in daily workflow
- KPI dashboard live with baseline numbers
- Season readiness review with your coach
This is for you if…
- You attended the masterclass and want implementation, not more theory
- You're launching or rebuilding a tax office this season
- You want SOPs, compliance, and KPIs handled properly the first time
This is not for you if…
- You're looking for a guaranteed EFIN approval or income
- You want files handed over with no implementation work
- You're not ready to show up for weekly coaching