ERO Webinar
Hosted by Rebecca Davis. A plain-language walkthrough of what an ERO is, the credentials to research, and the systems behind a real tax office.
Everything you get
Register free, then unlock the tools that match your next step.
3-Day TaxTyme Pro Webinar/Masterclass
Registration
Digital Bonus Materials
Released during live training
Masterclass Materials/Links
Released during live training
TaxTyme 3-Day Workbook
Upsell after registration
Tax Launch Box
Upsell after registration + webinar
ERO Inner Circle
Offered during/after masterclass
Save your seat
Register for the interest list and we'll send reminders before we go live. The Zoom details are on this page — add them to your calendar now.
The workflow for the evening
How the session runs, start to finish.
- 6:45 PM
Doors open
Room opens early. Join, test your audio, and drop your name and city in the chat.
- 7:00 PM
Welcome & introductions
Meet your host, Rebecca Davis, and get the ground rules for the session and Q&A.
- 7:10 PM
What an ERO is — and what it is not
The role of an Electronic Return Originator, how it fits in a tax business, and common misconceptions.
- 7:25 PM
The ERO roadmap
Credentials to research (PTIN, EFIN), business setup, and the order of operations for a first season.
- 7:45 PM
Systems that keep a season running
Client intake, due diligence habits, recordkeeping, and the workflows covered in the ERO Academy.
- 8:05 PM
Live Q&A
Open floor. Bring your questions about getting started, compliance, and next steps.
- 8:25 PM
Next steps & close
How to continue with the 3-Day Challenge, the ERO Academy, and membership tiers. Session ends by 8:30 PM.
Zoom meeting details
Save these now so you're ready when the room opens at 6:45 PM CT.
Educational training only. Not affiliated with the IRS. No guarantee of EFIN approval, income, or clients. Verify current requirements at irs.gov.
The masterclass shows you WHAT to build. The Inner Circle helps you actually BUILD IT.
Academy, office infrastructure, SOPs, compliance, marketing, AI tools, software and bank-product education, community, weekly coaching, KPI tracking, and a 90-day implementation plan. Add your name and we'll send Inner Circle details before doors open.
See everything inside the Inner Circle