Plug In: PTIN to ERO 1:1 Mentorship

Step into your power and start building your own tax prep business.

Plug In is an 8-week 1:1 mentorship for PTIN holders ready to become EROs. We’ll walk you through your EFIN application, bank product setup, software selection, and startup systems so you’re fully legit and ready to file under your own brand. You’ll leave with the knowledge, confidence, and structure to run your own tax business  the right way.

Duration: 8 Weeks

Format: 4 Bi-Weekly Private Zoom Strategy Calls

Includes:

• EFIN Application Support + Timeline Guidance
• Business Setup Checklist (LLC, EIN, branding basics)
• Intro to Bank Products + IRS Compliance Basics
• Tax Software Selection & Setup Assistance
• Digital Intake & Client Onboarding Templates
• Moneybag New Preparer Toolkit
• Done-for-You Starter Forms (Client Intake, Due Diligence, Privacy Policy)

For PTIN holders who need focused 1-on-1 support to become a compliant, fully independent ERO — with the tools, knowledge, and structure to start their own tax business the right way.