Your Doorway Into Tax Industry Mentorship
Learn the foundations of tax preparation so you’re confident with every return.
Stay compliant with IRS rules while maximizing refunds for your clients.
Get insider strategies that seasoned pros use to work smarter — not harder.
Access the exact systems and software that successful tax offices use.
Learn how to automate client onboarding, contracts, and follow-ups so you save hours.
Step-by-step setup so your tax business runs smoothly — even during the busy season.
Discover proven methods to get clients quickly, even if you’re brand new.
Get templates, social media strategies, and scripts to build authority and attract leads.
Learn how to package your services so clients see your value and pay you confidently.
Direct guidance from me — no guessing, no going it alone.
Ongoing check-ins to keep you on track toward your $20K goal.
Access to a community of motivated PTIN holders walking the same path as you.
Tax season felt overwhelming and unorganized.
You were juggling multiple tools to manage clients and returns.
Constant double-checking led to wasted time and missed opportunities.
Clients kept calling for refund updates, adding to your stress.
Tech issues slowed you down with little to no reliable support.
Every tax season felt like chaos instead of growth.
Your workflow becomes faster, smoother, and error-free.
Built-in e-filing and compliance tools simplify the entire process.
You confidently handle more clients without feeling overwhelmed.
Automated updates keep clients informed and reduce calls.
Dedicated support ensures you’re never stuck or delayed.
Tax season becomes your most profitable and stress-free time of the year.
An ERO (Electronic Return Originator) is the professional authorized by the IRS to electronically file tax returns. Inside this mentorship, you’ll learn how to operate like a top-performing ERO — managing returns, growing your client base, and maximizing your income with step-by-step guidance.
Yes — a valid PTIN (Preparer Tax Identification Number) is required to participate. If you don’t have one yet, we’ll show you exactly how to get it before the tax season starts.
You’ll receive hands-on mentorship, system setup help, and access to our private ERO group inside Go High Level — where you’ll get resources, training, and ongoing community support. You’ll also have guidance on how to complete your contracts, onboarding forms, and Gusto payment setup.
Once you’re onboarded and your contract is signed, you’ll receive a Gusto link to securely complete your payment setup. This ensures you get paid automatically for every return or client transaction you process through our system.
Our goal is for every ERO to earn at least $20,000 this tax season — and we give you the systems, training, and marketing tools to make it possible. Of course, your results depend on your effort, consistency, and commitment, but we’ll be with you every step of the way.