YOUR RECOMMENDED PATH TAX BUSINESS BUILDER
Build Your Tax Business on the Right Foundation
Tier 2: Make the Move from
Tax Pro to ERO
Get the professional software, setup guidance, credential support, community, and tax season help you need to move forward without trying to piece everything together alone.
Get the professional software, setup guidance, credential support, community, and tax season
help you need to move forward without trying to piece everything together alone.
Designed for new and growing tax professionals who need more than software.
15+ Years of Tax Experience
Professional Software Included
Business Setup Guidance
Tax Season Support
YOUR RECOMMENDED PATH TAX BUSINESS BUILDER
Tier 2: Make the Move from Tax Pro to ERO
Build Your Tax Business on
the Right Foundation
Get the professional software, setup guidance, credential support, community, and tax season help you need to move forward without trying to piece everything together alone.
Get the professional software, setup guidance, credential support, community, and tax season
help you need to move forward without trying to piece everything together alone.
Designed for new and growing tax professionals
who need more than software.
15+ Years of Tax Experience
Professional Software
Included
Business Setup Guidance
Tax Season Support
YOUR RECOMMENDED PATH TAX BUSINESS BUILDER
Build Your Tax Business on the Right Foundation
Tier 2: Make the Move from Tax Pro to ERO
Get the professional software, setup guidance, credential support, community, and tax season help you need to move forward without trying to piece everything together alone.
Get the professional software, setup guidance, credential support, community, and tax season
help you need to move forward without trying to piece everything together alone.
Designed for new and growing tax professionals who need more than software.
15+ Years of Tax Experience
Professional Software Included
Business Setup Guidance
Tax Season Support
The Tools, Guidance, and Support to Begin
Everything is designed to help you understand what comes next and build your business in the right order.
Professional Tax Software
Access the software you need to prepare and manage tax returns professionally.
Business Setup Guidance
Understand the important steps involved in forming and preparing your tax business for operation.
PTIN and EFIN Guidance
Receive educational support around the credential process, requirements, and next steps.
Software Onboarding
Get clear instructions for accessing, setting up, and beginning to use your software.
IRS & Bank Registration
Get guidance and support to complete essential IRS and bank registration steps needed to prepare your tax business.
Tax Season Support
Receive guidance when questions and challenges come up throughout the season.
You Don’t Have to Figure It Out Alone
Chiara brings more than 15 years of experience in the tax industry and understands the uncertainty that can come with starting a tax business.
Tax Business Builder was created to give new professionals a clearer plan, the right tools, and support they can continue relying on after joining.
Complete Your Enrollment
Choose your payment option and receive your welcome information.
Follow Your Setup Path
Begin your software onboarding, business setup, and credential guidance.
Build With Support
Use the community and tax season resources as you begin serving clients and growing your business.
Real Support. Real Progress.
"I went from unsure to filing my first returns with confidence. The setup guidance made all the difference."
SM
— Sarah M.
Retail Business Owner
"The growth path helped me build systems and add two preparers to my team this season."
DR
— David R.
Construction Company
"Reliable software and real support when I needed it most. No fluff, just what works."
MT
— Michael T.
Logistics Business
Get the tools and support to build and grow your tax business with confidence.
Built For Your Next Level Of Growth:
You're ready to build and manage your own profitable tax business.
Need the tools and guidance to properly structure your tax operation.
Want to attract clients and build a strong, professional client base.
Ready to run a professional and compliant tax office.
Ready to Start With the Right Support?
Get the software, guidance, and community designed to help you build your tax business with more clarity and confidence.
Your Enrollment Includes
Software training
Keep 100% of your tax preparation fees
IRS & bank registration
Support for you and your preparers throughout tax season
A valid PTIN (Preparer Tax Identification Number) required
EFIN (Electronic Filing Identification Number) are required
Our dedicated ERO Support Team will guide you through the PTIN and EFIN application process
providing the support you need to get properly set up and ready to operate your tax business.
Investment
INSERT FINAL PRICE
$197
was $497
PAY IN FULL
PAY IN FULL
PAYMENT PLAN
Frequently Asked Questions
Is this suitable for beginners?
Yes. It is designed for new and growing tax professionals who need help with software, setup, credentials, and tax season preparation.
Do I need an LLC before joining?
No. Business setup guidance will help you understand the appropriate next steps for your situation.
Does this guarantee PTIN or EFIN approval?
No. The program provides education and guidance around the process. Final approval decisions are made by the appropriate agencies.
Can I upgrade to mentorship later?
Yes. Qualified members can later explore the Year-Round Tax Business Mentorship path.
Complete your enrollment and receive your onboarding instructions directly by email.
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Disclaimer: This assessment tool provides educational recommendations based on user-submitted inputs regarding tax preparation experience, credentials, and software requirements. "Tax Advantage Pro" and Founder | CEO provide software licensing, business setup guidance, and mentorship. EFIN and PTIN approvals are subject to IRS suitability and compliance requirements.
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