Tier 2Polished Pearl Package

Leadership. Expansion. Full ownership.

The Advanced ERO Program for established EROs who already have a team, hold their own credentials, and are ready to operate at a higher level.

Tier 2 Polished Pearl EFIN package box — no split

Who this is for

Built for established EROs. Is it for you?

This program is designed for established EROs who already have a team, hold their own credentials, and are ready to operate at a higher level by increasing revenue, expanding operations, and building a stronger office structure.

Requirements — tap everything that's true for you

Check off what applies.All four are required for Polished Pearl.
Not quite yet.All four are required. Talk it through with us first.Book a free call
You're a Polished Pearl.You're ready to operate like an owner.Get started — $399
Dr. Tiffany Thrasher in a white suit

The goal

Stop preparing. Start owning.

Operate with complete ownership, strengthen your leadership, increase office-wide production, and build a tax business that operates like a true business — not just a seasonal hustle.

  1. LeadStrengthen your leadershipLeadership support focused on scaling teams.
  2. ExpandIncrease office-wide productionGuidance on office growth, operations, and revenue expansion.
  3. OwnOperate with complete ownershipStop thinking like a preparer and start operating like an owner.

No splits

Slide to your client count.

No revenue share at any size. You keep what you earn — 100% of it.

Your share100%
Split0%

No splits — you keep 100% of what you earn.

This software package includes

Everything in the Polished Pearl box.

  • 01

    Your own dedicated tax software to fully operate your office

  • 02

    Full control over your office operations, team, and pricing structure

  • 03

    Advanced tax education and strategies for higher-level returns

  • 04

    Leadership support focused on scaling teams and increasing production

  • 05

    Guidance on office growth, operations, and revenue expansion

  • 06

    Higher-level business insight designed for serious tax professionals

  • 07

    NO SPLITS — You keep what you earn

Tier 2 · Polished PearlAdvanced ERO Program

Get started today | Only $399

How the process works

Five steps up. From purchase to launch.

  1. 1

    Purchase

    Choose the package that aligns with your business goals.

  2. 2

    Sign agreement

    Review and sign the agreement to move forward.

  3. 3

    On-boarding

    Book a session to discuss your goals and expectations.

  4. 4

    Attend training

    Learn the skills to launch and grow your tax business.

  5. 5

    Launch

    Open your office and start serving clients with confidence.

Compare packages

Not quite your tier?

Book a free call to decide
Tier 1Raw Diamond$199Advanced Preparer Program · 70/30 → 80/20
Tier 2 · You're herePolished Pearl$399Advanced ERO Program · 100% yours · EFIN & PTIN required
Tier 3Certified Crystal$1,499Service bureau software & licensing · 100% yours

Stop thinking like a preparer. Start operating like an owner.

Leadership, expansion, and full ownership. Powered by Major Wealth Group.