LEADER PATH
Build the Team
You know how to prepare taxes. Now it's time to build the business behind the returns. Get the software, systems, strategy and support you need to operate confidently as an ERO and build something that's yours.
LEADER PATH
Build the Team
You know how to prepare taxes. Now it's time to build the business behind the returns. Get the software, systems, strategy and support you need to operate confidently as an ERO and build something that's yours.
YOUR INVESTMENT
$750
STARTING INVESTMENT
Team infrastructure, development
strategy & leadership support.
$200 BACKEND
per qualifying funded return.
YOUR INVESTMENT
$750
STARTING INVESTMENT
Team infrastructure, development
strategy & leadership support.
$200 BACKEND
per qualifying funded return.
A STRUCTURE
FOR GROWTH.
Adding preparers doesn't automatically create a team. The Leader Path helps you build the structure behind your people-from recruiting and onboarding to compensation, training, workflow and production goals.
The goal isn't simply to have more people preparing returns. It's to create an environment where your team understands how to operate, how they're supported and how their production contributes to the growth of the business.
WHAT'S
INCLUDED?
Tools and Structure to develop
a team - not just add people
Professional Tax Software
Operate your business through professional tax preparation software built for tax professionals.
Software Setup & Onboarding
Get your account configured and learn how to navigate and operate your system confidently.
Bank Product Enrollment Support
Guidance through available bank-product enrollment and setup.
ERO Business Foundation
Build the structure behind your tax business - from pricing and fees to workflow and season preparation.
Pricing & Profit Strategy
Understand what you're charging, what you're keeping and how your return volume transiates to revenue.
Client Workflow & Operations
Create a cleaner process for intake, preparation, client communication, completion and follow-up.
Room to Grow
Your infrastructure can support adding PTIN preparers when your business is ready to expand.
Ongoing M&B Support
Get software and operational support from a team that understands the business behind tax preparation.
WHAT'S INCLUDED?
The tools and structure to develop a team - not just add people.
.
Professional Tax Software
Operate your business through professional tax preparation software built for tax professionals.
.
Software Setup & Onboarding
Get your account configured and learn how to navigate and operate your system confidently.
.
Bank Product Enrollment Support
Guidance through available bank-product enrollment and setup.
.
ERO Business Foundation
Build the structure behind your tax business - from pricing and fees to workflow and season preparation.
.
Pricing & Profit Strategy
Understand what you're charging, what you're keeping and how your return volume transiates to revenue.
.
Client Workflow & Operations
Create a cleaner process for intake, preparation, client communication, completion and follow-up.
.
Room to Grow
Your infrastructure can support adding PTIN preparers when your business is ready to expand.
.
.
Ongoing M&B Support
Get software and operational support from a team that understands the business behind tax preparation.
HOW IT WORKS
A simple process to get you started.
01
ASSESS
Look at your current production, capacity, team goals and leadership needs.
02
STRUCTURE
Build your recruitment, compensation, onboarding and team-development framework.
03
DEVELOP
Prepare your people with clear expectations, training, workflows and production goals.
04
LEAD
Operate as the leader of a growing tax team with structure and support behind you.
HOW IT WORKS
A simple process to get you started.
01
ASSESS
Look at your current production, capacity,
team goals and leadership needs.
02
STRUCTURE
Build your recruitment, compensation,
onboarding and team-development
framework.
03
DEVELOP
Prepare your people with clear expectations,
training, workflows and production goals.
04
LEAD
Operate as the leader of a growing tax team
with structure and support behind you.
HOW IT WORKS
A simple process to get you started.
01
ASSESS
Look at your current
production, capacity, team goals and leadership needs.
02
STRUCTURE
Build your recruitment,
compensation, onboarding and team-development framework.
03
DEVELOP
Prepare your people with clear expectations, training, workflows and production goals.
04
LEAD
Operate as the leader of a growing tax team with structure and support behind you.
ALREADY HAVE A TEAM?
You don't have to rebuild what already works. We'll look at
your current team structure, production and processes to
identify what's working, where you're carrying too much
and where stronger systems can support your growth.
ALREADY HAVE A TEAM?
You don't have to rebuild what already works. We'll look at your current team structure, production and processes to
identify what's working, where you're carrying too much and where stronger systems can support your growth.
READY TO LEAD YOUR NEXT LEVEL?
Growth changes when you're no longer building alone.
Let's put the structure behind your team.
BUSINESS ASSESSMENT REQUIRED
READY TO LEAD YOUR NEXT LEVEL?
Growth changes when you're no longer building alone. Let's put the structure behind your team.
BUSINESS ASSESSMENT REQUIRED
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