TIER 2 : POLISHED PEARL PACKAGE

ADVANCED ERO PROGRAM

Leadership | Expansion | Full Ownership

Who This Is For

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.

The Goal

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. This is where you stop thinking like a preparer and start operating like an owner. Powered by Major Wealth Group.

Requirements

✔️ Active EFIN required

✔️ Active PTIN required

✔️ Must already have an established office or active team structure

✔️ Must be serious about scaling beyond simply preparing returns

THIS SOFTWARE PACKAGE INCLUDES:

  • Your own dedicated tax software to fully operate your office

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

  • Advanced tax education and strategies for higher-level returns

  • Leadership support focused on scaling teams and increasing production

  • Guidance on office growth, operations, and revenue expansion

  • Higher-level business insight designed for serious tax professionals

  • NO SPLITS — You keep what you earn

HOW THE PROCESS WORKS:

Step 1
Purchase
Choose the package that aligns with your business goals.
Step 2
Sign Agreement
Review and sign the agreement to move forward.
Step 3
On-Boarding
Book a session to discuss your goals and expectations.
Step 4
Attend Training
Learn the skills to launch and grow your tax business.
Step 5
Launch
Open your office and start serving clients with confidence.

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