Training That
Actually
Moves You.
Not generic tax content — targeted education built for EROs who are serious about running a professional, compliant, and profitable operation. From your first return to building a bureau, the training grows with you.
- Understanding the EFIN application process step by step
- IRS requirements for EROs and staying compliant
- Setting up your office — remote or in-person
- Software activation and first-login configuration
- PTIN renewal and annual requirements
- Market research — what EROs charge and why
- Building your prep fee schedule by form complexity
- How to communicate your fees with confidence
- Packages vs. à la carte pricing models
- Handling price objections from clients
- Client intake workflows and document collection
- Organizing your client roster professionally
- Communication best practices before and after filing
- Building retention — getting clients back next season
- Referral systems that grow your base on autopilot
- EITC, CTC, AOTC — proper documentation requirements
- Due diligence obligations every ERO must follow
- Red flags that trigger audits and IRS scrutiny
- What to do when clients push back on documentation
- Protecting your EFIN from fraud and misuse
- What bank products are and how they benefit your clients
- Refund transfer enrollment and setup
- Fee disclosure requirements and compliance rules
- Maximizing bank product revenue without risk
- Troubleshooting bank product issues during tax season
- Positioning your tax business in your local market
- Social media for tax pros — what works and what doesn't
- Seasonal marketing calendar and campaign basics
- Google Business Profile and local SEO fundamentals
- Promotional offers that convert without devaluing your service
Zoom Training
Sessions
Every week during tax season, you're in a live session led by tax industry experts — covering real scenarios, current updates, and the questions your clients are actually asking. Not recorded lectures. Not passive watching. Real, interactive training with real EROs.
Available from your portal the moment you sign up. Work through at your own pace — reference any module any time throughout the season.
- All 6 core on-demand modules
- EFIN application walkthrough
- Software setup & navigation training
- Bank product enrollment guidance
- Portal access 24/7
- All 8 modules including marketing & hiring
- Live weekly Zoom training sessions
- Session replay archive in portal
- Workflow & automation strategy training
- Business growth & client acquisition
- Priority support access
- Everything in Growth
- Bureau leadership & recruitment training
- Sales strategy & compensation models
- Renewal campaign playbooks
- 1-on-1 mentorship sessions
- Dedicated account manager support
The only question is which plan.
Every Elevation Tax Pro plan includes access to the core training library. Growth and Scale members get live weekly sessions, replay access, and expanded business strategy modules on top of that.
Elevation Tax Pro Software provides software access, training, resources, and support designed to assist tax professionals in operating and growing their tax businesses. We do not guarantee income, client volume, refund amounts, bank approval, or specific financial results. Results depend on your effort, compliance, experience, execution, market, and business practices.