Build. Scale. Lead.
Whether you’re starting your journey as a tax preparer or expanding into a multi-office operation,
our tax programs provide the education, systems, and support to help you grow with confidence.
Build. Scale. Lead.
Whether you’re starting your journey as a tax preparer or expanding into a multi-office operation,
our tax programs provide the education, systems, and support to help you grow with confidence.
Choose Your Path
New Tax Pro
Perfect for aspiring tax professionals ready to enter
the industry and build a strong foundation.
$197
Includes:
Tax preparation fundamentals
Due diligence training
Client intake process
Workflow templates
Business setup guidance
Resource library
Best For: Beginners & Career Changers
ERO Program
Ready to stop working under someone else? Learn how
to launch and operate your own tax office with proven systems and strategies.
$697
Includes:
ERO business guidance
Office setup strategy
Marketing fundamentals
Client acquisition
Operations systems
Year-round planning
Best For: Existing Tax Preparers
ERO + Team Building
Build a profitable tax office and develop a high-performing team with leadership, automation,
and scaling strategies.
$2,097
Includes:
Leadership development
Team recruitment
Hiring & onboarding
SOP library
CRM implementation
Automation workflows
Business scaling roadmap
Best For: EROs Ready to Scale
Service Bureau (Advanced)
Designed for established EROs who want to support multiple offices, provide technology solutions, and create additional recurring revenue.
$3,097
Includes:
Service Bureau strategy
ERO support framework
Business expansion plan
Technology implementation
Revenue diversification
Operations management
Scaling systems
Best For: Experienced EROs & Multi-Office Owners
Choose Your Path
New Tax Pro
Perfect for aspiring tax professionals ready to enter the industry and build
a strong foundation.
$197
Includes:
Tax preparation fundamentals
Due diligence training
Client intake process
Workflow templates
Business setup guidance
Resource library
Best For: Beginners & Career Changers
ERO Program
Ready to stop working under someone else? Learn how to launch and operate your own tax office with proven systems and strategies.
$697
Includes:
ERO business guidance
Office setup strategy
Marketing fundamentals
Client acquisition
Operations systems
Year-round planning
Best For: Existing Tax Preparers
ERO + Team Building
Build a profitable tax office and develop a high-performing team with leadership, automation,
and scaling strategies.
$2,097
Includes:
Leadership development
Team recruitment
Hiring & onboarding
SOP library
CRM implementation
Automation workflows
Business scaling roadmap
Best For: EROs Ready to Scale
Service Bureau (Advanced)
Designed for established EROs who want to support multiple offices, provide technology solutions, and create additional recurring revenue.
$3,097
Includes:
Service Bureau strategy
ERO support framework
Business expansion plan
Technology implementation
Revenue diversification
Operations management
Scaling systems
Best For: Experienced EROs &
Multi-Office Owners
Why Choose Elevate Tax Programs?
Step-by-step training
Business systems & automation
Proven growth strategies
Leadership development
Ongoing resources & support
Built for long-term success
Your Path to Success
Step 1: Choose your program
Step 2: Complete enrollment
Step 3: Access your training and implementation resources
Step 4: Launch, grow, and scale your tax business with confidence
Why Choose Elevate
Tax Programs?
Step-by-step training
Business systems & automation
Proven growth strategies
Leadership development
Ongoing resources & support
Built for long-term success
Your Path to Success
Step 1: Choose your program
Step 2: Complete enrollment
Step 3: Access your training and implementation resources
Step 4: Launch, grow, and scale your tax business with confidence
Ready to Elevate Your
Tax Business?
Whether you’re just getting started or preparing to build a Service Bureau, Elevate Tax Solutions has a program
designed for your next level.
Ready to Elevate Your Tax Business?
Whether you’re just getting started or preparing to build a Service Bureau,
Elevate Tax Solutions has a program
designed for your next level.
Quick Links
Services
CONTACT INFORMATION
Elevate Tax Solutions
Professional Tax & Business Solutions
(817) 381-7220
Virtual Services Available
LEGAL
© Copyright 2026. Elevate Tax Solution. All Rights Reserved.
Copyright 2026. Elevate Tax Solution. All Rights Reserved.
Quick Links
Services
CONTACT INFORMATION
Elevate Tax Solutions
Professional Tax & Business Solutions
(817) 381-7220
Virtual Services Available
LEGAL
© Copyright 2026. Elevate Tax Solution. All Rights Reserved.