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Free Online Course:
ERO Mastery
"ERO Mastery" is a comprehensive training program designed to guide aspiring and established Electronic Return Originators through every phase of launching, managing, and growing a compliant tax practice. Learners will master foundational setup, back-office operations, software integration, and strategic pricing to build an efficient, highly profitable tax business. From brand development and client acquisition to long-term scaling, the course delivers actionable blueprints to automate workflows and maximize revenue year-round.
Business Setup & Compliance: Covers the legal, logical, and regulatory essentials required to operate as a fully compliant Electronic Return Originator (ERO).
Branding & Client Acquisition: Outlines proven strategies for defining your tax brand, marketing your services, and delivering an exceptional client experience.
Pricing & Profitability: Teaches how to structure pricing, package service offerings, and optimize back-office operations to maximize year-round revenue.
Systems & Scalability: Details the tech tools, automated workflows, and growth strategies needed to streamline your practice and scale efficiently.
I
What It Means to Be an ERO
Understanding the Role of an ERO
What the IRS Expects from EROS
II
Setting Up Your Tax Office – Legally & Logically
Setting Up Your Tax Business
E&O Insurance
Branding Basics
III
Building Your Tax Brand & Client Base
Branding as the Boss
Your Business Branding
Getting Seen & Building Clientele
Building a Referral System
IV
Filing Status and Identifying Dependents
Compliance Starts With You!
WISP - Written Information Security Plan
Refund Transfer Bank Compliance
Understanding SOPs
Client Agreements, Disclosures & Files
V
Pricing, Packaging & Profits
The Intake Process
IRS Due Diligence Requirements
Penalties for Non-Compliance
How EROs Make Money
Payment Policies That Protect You
Income from Businesses
VI
Client Experience & Communication
Why Client Communication Matters
Communicating Key Moments
Talking Easily to Clients
Conflict Resolution
VII
Systems That Save You – Tools, Tech & Workflow
The Intake Process
IRS Due Diligence Requirements
Penalties for Non-Compliance
Why You Need Systems
Tools that Save Time & Money
Workflow from Inquiry to Funding
VIII
Growth & Scale Game Plan
The Intake Process
IRS Due Diligence Requirements
Penalties for Non-Compliance
Building a Team of PTIN Preparers
You Hired the Preparer....Now What
When to Hire VAs
Talk to us. We answer.
No bots. No hold music. No runaround. When you reach out to TAFS Financial, you reach a real expert who is ready to help on your schedule.
(901) 262-2498
Available Monday-Friday 9am-6pm and Saturday 9am-12pm
HL
HORN LAKE OFFICE
1975 Goodman Rd, Horn Lake, Ms
SV
SOUTHAVEN OFFICE
868 Goodman Rd, Southaven, MS
@MISHA_MMILAN
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