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Djhonia Selph

CEO of SMT Financial Partners and Serial Entreprenuer

ERO Compliance Kit

ERO Compliance Kit

$49.97

This kit has everything you need to help your tax team meet ERO compliance with one simple binder of 9 customizable files!

Simply add a logo, print documents, and make a cover page to the binder that says 

ERO COMPLIANCE

Don’t forget to include: Include the following: EIN letter, LLC letter, Efin Summary

Everything you get:

  • Client File Compliance & Record-Keeping Policy

  • Code of Conduct for In Office Tax Preparer

  • Code of Conduct for Virtual Tax Preparers

  • How to Handle IRS Audits & Notices (Clients)

  • In-Office Tax Preparer Workflow

  • Standard Operating Procedure (SOP)

  • Tax Preparer Due Diligence Checklist

  • Tax Preparer Due Diligence Compliance Agreement

  • Written Information Security Plan (WISP)

Get My Kit

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Terms & Conditions

Terms and Conditions

PLEASE READ THESE TERMS OF USE CAREFULLY BEFORE USING THIS WEBSITE OR PURCHASING

Terms and Conditions

Welcome to SMT Financial Partners. By purchasing or using our products, you agree to be bound by the following Terms and Conditions. Please read them carefully before proceeding.

1. Acceptance of Terms

By accessing, purchasing, or using any product offered by SMT Financial Partners (the "Product"), you acknowledge that you have read, understood, and agree to be bound by these Terms and Conditions. If you do not agree with these Terms, please do not use or purchase our products.

2. No Refund Policy

Due to the nature of our product as a digital good, all sales are final. No refunds, returns, or exchanges will be granted under any circumstances. By purchasing the Product, you acknowledge that you have read and understood this no-refund policy.

3. Results Disclaimer

Our product is designed to provide you with a step-by-step blueprint for achieving specific outcomes (the “Blueprint”). However, your success depends on your personal effort, dedication, and the implementation of the strategies outlined.

We do not guarantee specific results as results vary depending on the user’s actions. You must commit to putting in the necessary work to follow the Blueprint and apply the recommendations provided.

4. User Responsibility

You agree to follow the Blueprint as directed and understand that success requires effort and dedication on your part. SMT Financial Partners is not responsible for any failure to achieve the desired outcome due to a lack of effort, failure to follow instructions, or any other reason beyond our control.

5. Intellectual Property

All content, including but not limited to the Blueprint, designs, graphics, text, and other materials, is the intellectual property of SMT Financial Partners and is protected by copyright laws. You may not distribute, reproduce, or share any part of the Product without prior written permission from SMT Financial Partners.

6. Limitation of Liability

To the fullest extent permitted by law, SMT Financial Partners shall not be liable for any indirect, incidental, or consequential damages arising out of or in connection with the use or inability to use the Product.

7. Governing Law

These Terms and Conditions are governed by the laws of [Your Jurisdiction]. Any disputes arising under these Terms shall be subject to the exclusive jurisdiction of the courts in [Your Jurisdiction].

8. Changes to Terms

We reserve the right to modify these Terms and Conditions at any time. Changes will be effective immediately upon posting to our website. It is your responsibility to review the Terms regularly.

By purchasing from our site, you confirm that you have read and understood these Terms and agree to abide by them.

SMT Financial Partners

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