user image

Traci Marshall

Your favorite professional tax mentor ready to help others succeed

First Class ERO Blueprint

First Class ERO Blueprint

$1,499

Welcome aboard the First Class ERO Experience. This guide is designed for tax professionals ready to stop flying economy and start building a real tax business. Whether you’re a new PTIN holder or ready to become an ERO, this blueprint will show you how to elevate your career, build your own brand, and create multiple streams of income in the tax industry.

This guide is for you if you’re looking to:

• Upgrade from PTIN holder to ERO
• Learn how to start and structure your tax business
• Build your own tax team and office
• Create freedom and income during tax season
• Understand the steps to becoming an ERO
• Learn branding, marketing, and client attraction
• Become your own boss and fly first class in business

What You’ll Learn:

• PTIN vs ERO explained
• How to register and prepare your business
• Software and bank product setup
• Branding and marketing strategies
• How to attract clients and recruit a team
• Tips for scaling your tax business long term

Board the ERO Experience

Phone Number
Select country
Total :US$1,499
Loading payment form
or