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ERO - Tax Preparer/EFIN Holder ($699)
Service Bureaus - Building A Team ($1999)
Service Bureau - Success Suite ($3000)
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ERO (Electronic Return Originator)
A tax professional or business approved by the IRS to electronically file tax returns.
$699
Service Bureau
A company or individual that partners with EROs or a team of PTIN holders to provide tax software, support, tools, and back-office services. Includes white-label class materials for you and your team.
$1,999
Service Bureau Suite
A company or individual that partners with EROs to provide tax software, support, tools, and back-office services. Includes white-label training material plus a fully built CRM.
