๐ The Ultimate Moneybag Monopoly Move (The Solution Tier)
$3,497.00
Software + ERO Training + Mentorship + White-Labeled Course
For EROs ready to scale, train a team, and lead with systems.
This is your full CEO-level setup. If youโre building your own brand, leading other preparers, and ready to put structure behind your skills โ this is the all-in-one package for real business owners.
๐ Perfect for tax pros building a brand, leading a team, and ready to own the board.
Includes:
Choice of 4 professional software options (Tax Slayer, OLT, Tax Wise, Crosslink)
4-week ERO Group Training
Tax Law Training or AFSP CE Bundle
6-Month 1:1 Mentorship (2 calls/month)
White-Labeled Tax Course (Instructor-Led PowerPoint version included)
Option to upgrade to fully built platform course
Team onboarding SOPs, training templates, and growth resources
๐ Note: Backend fees vary by software provider and volume.
- Transmitter Fee: $79-$99 (Tax Slayer and OLT), $109.95 (Integrated Client Intake Sheet: Tax Slayer, Tax Wise, Crosslink)
- Service Bureau Fee: Dependent on Prior Year Volume
- 0-100 Prior Year Returns=$50
- 101-200 Prior Year Returns=$40
- 201-300 Prior Year Returns=$30
- 301+ Prior Year Returns=$20
Quantity