ERO Independent Package -Operate Your Own Tax Preparation Office

The ERO Independent Package is designed for tax professionals who want to operate independently while maintaining control of their own tax preparation operation.

This package is ideal for experienced preparers who already have their own PTIN and EFIN and are ready to run their own tax office while utilizing professional systems, support, and infrastructure.

Participants in this package maintain full control of their client base, pricing, and operations while benefiting from access to a professional tax preparation platform.

This option is best suited for professionals who are confident in their ability to prepare tax returns and want the freedom to operate their own tax preparation business.

Please note that this package does not include mentorship, training, or guided instruction. Support is available strictly for operational and compliance-related questions.

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What’s Included

• Ability to operate independently with your own tax preparation operation
• Access to professional tax preparation software
• Support for compliance and operational questions
• Flexibility to manage your own client base and pricing
• $75 per return review if needed

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Important Information

This package is designed for independent tax professionals.

There is no mentorship, tax training, or guided preparation assistance included.

Participants are expected to already understand tax preparation fundamentals and IRS compliance requirements.

Support is available strictly for compliance and operational questions.

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Requirements

Participants must have:

• An active PTIN
• Basic knowledge of tax preparation and IRS compliance

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Ideal For

• Experienced tax preparers
• Individuals already operating or planning to operate their own tax office
• Professionals who want independence while using professional systems and infrastructure
• Preparers who prefer to manage their own clients and operations