The ERO Mastery eBook is your go-to guide for transforming your tax business from basic to booming. Whether you’re a PTIN holder ready to take the next step or an existing ERO looking to scale, this eBook breaks down exactly how to build, manage, and grow a compliant and profitable tax office.

Created by Elevation Tax Pro Software, this guide pulls back the curtain on how real EROs build wealth, systems, and stability — without guesswork or gimmicks.

You’ll learn: ✅ How to become an authorized ERO and understand every step of the IRS process ✅ The right software, bank partners, and fee setups to keep more of your money ✅ How to structure your office and hire confidently — from preparers to admin staff ✅ Proven marketing and client-growth systems that generate consistent income ✅ Compliance essentials, from due diligence to audit-proof practices ✅ The mindset, money management, and leadership strategies that make true tax bosses stand out

💡 Who It’s For

• PTIN holders ready to become EROs

• New EROs who want to avoid costly mistakes

• Service bureaus and software resellers training their teams

• Tax pros who want to scale to 6-figures and beyond

NOT FOR RESELL-PERSONAL USE ONLY

PLEASE ALLOW 3-5 BUSINESS DAYS FOR CUSTOM BRANDING