TAX PRO → ERO PROGRAM

Stop preparing
taxes under
someone else's
EFIN

For serious tax pros ready to operate as a real business.

Learn how to legally start and operate your own tax firm using your EIN, secure your EFIN, and build real ownership as an ERO.

NO EFIN OR LLC REQUIRED TO START LEARNING.

Not Ready? Book An Appointment

STEP 01

EIN

Business Identity

Establish your business as a recognized legal entity with the IRS.

STEP 02

EFIN

IRS Authorization

Get authorized by the IRS to e-file returns on behalf of clients.

STEP 03

ERO

Real Ownership

Operate as a fully enabled Electronic Return Originator.

— THE REAL PROBLEM

Most tax pros are stuck because no one showed them how to become an owner

You may already be preparing taxes — but without the right structure, you're still operating like an individual, not a business.

01

Delays getting your EFIN issued

02

Applying with your Social instead of your EIN

03

Operating under someone else's control

04

No scalable infrastructure

05

No real ownership of your tax firm

— WEEKLY TRAINING

Included Weekly Build Sessions — Come as a Tax Pro. Learn to Build Like a Tax Business Owner.

Every week we show tax professionals how to simplify and structure their business using GHL. You get real-time training, live Q&A, and hands-on demos — completely free.

Live implementation walkthroughs

Hands-on demos inside TGP CRM

Real-time Q&A with our team

Weekly, on-demand, no cost

THE CHALLENGE

You Know How to Prepare Taxes. But Building a Business Is Different.

Many talented tax professionals begin with determination but lack a clear system. Preparing returns is only one part of building a successful business.

Questions around compliance, pricing, client communication, marketing, organization, and long-term growth often create uncertainty.

Instead of hoping everything comes together during tax season, Tax Pro Solo provides a structured path forward.

Compliance

IRS expectations, PTIN and EFIN requirements, due diligence, and security plans.

Pricing

Knowing what to charge, how to package services, and how to protect your margins.

Client Communication

Setting expectations, handling difficult conversations, and earning referrals.

Marketing

Becoming visible in your market instead of waiting for the season to deliver clients.

Organization

Documents, deadlines, and workflows that hold up when volume increases.

Long-Term Growth

Turning a tax season into a business that produces revenue year-round.

- THE FOUNDER BEHIND THE PROCESS

Led by Eve Dennis, Founder of The Sector of Collectives

With over a decade in the tax industry, Eve has helped hundreds of tax pros become fully enabled EROs with their own firms, infrastructure, and systems.