ERO Team Builder – Build and Train Your Tax Preparation Team

The ERO Team Builder Package is designed for ERO professionals who are ready to expand their tax preparation business and build a structured team of preparers.

This package includes everything offered in the ERO Builder Package while adding the systems, training, and leadership guidance needed to successfully train and manage a team.

Participants receive the tools, infrastructure, and mentorship necessary to grow their tax operation while developing and supporting their own team of preparers.

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What’s Included

Everything included in the ERO Builder Package, plus additional team-building resources:

• Access to professional tax software (TaxSlayer)
• White-label tax training for your team
• Ability to train and operate with up to 5 preparers
• Framework for building and managing your tax preparation team
• Operational structure for team development
• Leadership guidance while scaling your tax operation
• EIN application assistance
• Marketing templates to promote your tax office
• Office management systems and support
• One-on-one mentorship sessions