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Efiniti Pro

We help tax pros eliminate chaos and run smooth tax offices!

ERO Bootcamp

ERO Bootcamp

$499

Hello Tax Office CEO,

Are you ready to stop thinking like a tax preparer and start operating like a business owner?

The ERO Success Accelerator is a 6-Week Tax Office Ownership Program designed to help EFIN holders build, manage, and scale a profitable tax office with confidence. This is not another tax preparation class. This program focuses on leadership, compliance, hiring, systems, payroll, and business growth so you can create a tax business that works for you year-round.

Here's what we'll cover each week:

WEEK 1: Building Your Tax Office Foundation

Topic: Setting Up a Business That Lasts

You'll learn:

• Choosing the right business structure (LLC, S-Corp, etc.)

• Registering your business properly

• Obtaining and maintaining your EFIN

• PTIN requirements and renewals

• Setting up business banking correctly

• Business licenses and state requirements

• Creating a clear vision and goals for your tax office

Assignment:

Create your Tax Office Business Plan and Compliance Checklist.

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WEEK 2: IRS Compliance & Risk Management

Topic: Protecting Your Business

You'll learn:

• IRS Circular 230

• Due diligence requirements

• EITC, CTC, and AOTC compliance

• Record retention requirements

• Data security and taxpayer protection

• FTC Safeguards Rule

• Preparing for IRS audits and reviews

• Avoiding costly penalties and compliance mistakes

Assignment:

Complete a Compliance Audit of your office.

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WEEK 3: Building Your Dream Team

Topic: Hiring, Training & Retaining Tax Preparers

You'll learn:

• Employee vs. Independent Contractor rules

• Creating effective job descriptions

• Interviewing and hiring techniques

• Background check procedures

• PTIN onboarding processes

• Training systems for new preparers

• Setting performance expectations

• Creating a positive office culture

Assignment:

Create your Tax Preparer Hiring & Onboarding Kit.

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WEEK 4: Payroll & Team Management

Topic: Leading a Profitable Team

You'll learn:

• Payroll setup and compliance

• Paying employees legally

• Commission structures

• Tax preparer compensation models

• Scheduling and workforce management

• Productivity tracking

• Team communication systems

• Conflict resolution strategies

Assignment:

Design your office pay structure and payroll process.

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WEEK 5: Client Experience & Communication

Topic: Creating Loyal Clients

You'll learn:

• Client onboarding systems

• Building trust with taxpayers

• Handling difficult client situations

• Text, email, and phone communication scripts

• Appointment scheduling systems

• Efficient document collection processes

• Client retention strategies

• Referral program development

Assignment:

Build your Client Communication System complete with scripts and templates.

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WEEK 6: Systems, Automation & Growth

Topic: Scaling Beyond Yourself

You'll learn:

• Tax office automation

• CRM systems

• Workflow management

• Marketing strategies for tax offices

• Social media lead generation

• Referral partnerships

• Tracking KPIs and business performance

• Creating multiple streams of revenue

Assignment:

Develop your 12-Month Tax Office Growth

GRADUATION PROJECT

Each participant will present:

✓ Business Structure

✓ Compliance Plan

✓ Hiring Plan

✓ Payroll Setup

✓ Client Communication System

✓ Growth Strategy

By the end of this program, you'll have the systems, team structure, compliance knowledge, and leadership skills necessary to confidently operate a profitable tax office.

PLUS, all participants receive Pro Tax Software and Wizzy 2.5 to help streamline and automate their office operations.

Classes begin July 20th.

If you're ready to stop working in your business and start leading your business, secure your spot today!

Kierra Holley

Efiniti Pro

Tax Office Growth & Compliance Mentor

Secure your spot today!

Currently, there are no upcoming events. Please check back later!

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