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Bailey & Co. Wealth Agency

Building financial authority through credit, funding, and tax mentorship.

ERO Partner Program | 60/40

ERO Partner Program | 60/40

$359

YOU BRING THE CLIENTS. WE’LL HELP WITH THE BACK END. 💻

You don’t have to put your tax business on hold simply because you don’t currently have your own EFIN.

The Bailey & Co. ERO Partner Program gives approved tax preparers access to the software, onboarding, training, and ERO infrastructure needed to prepare returns under our partnership structure.

Your partnership includes:

âś“ Professional tax software access
âś“ ERO partnership access upon approval
âś“ Software setup & onboarding
âś“ Software training/walkthrough
âś“ Tax season support
âś“ Resources to help you prepare for filing season
âś“ Opportunity to grow into a higher-volume partnership

PARTNERSHIP SPLIT:
You Keep 60% | Bailey & Co. 40%

This option is best for developing or lower-volume preparers who do not currently have their own EFIN and want the support of an established ERO structure.

PLEASE NOTE: Enrollment is available to approved partners only. Required credentials, compliance documents, signed agreements, identity verification, and onboarding requirements must be completed before software/ERO access is activated. Revenue split terms and applicable fees will be outlined in your partnership agreement.

COMPLETE MY ENROLLMENT →

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Total :US$359
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