Straight answers about the ERO Partnership Program — the software, the tiers, the requirements, and what happens after you apply.
No. You don't need an EFIN to start. Every tier includes a TaxSlayer Pro seat under our bureau, and we give you the full EFIN application checklist plus an e-file setup walkthrough. Elite partners get done-for-you software and e-file setup on a 1:1 onboarding call.
Not at all. The Launch tier is built for beginners — IRS compliance overview, onboarding sequence, and email support to get you filing. If you're already experienced, Pro and Elite give you the marketing, automation, and mentorship to scale.
Most partners are set up and ready to file within days of onboarding. Elite partners move fastest thanks to the 1:1 done-for-you setup call with Marilyn.
Yes. You pay one flat annual fee for your tier — $497 Launch, $997 Pro, or $1,997 Elite — and you keep 100% of what you earn. We never take a percentage of your revenue.
Launch gets you set up and filing. Pro adds the full training portal (AI, digital products, income streams), marketing kit, weekly calls, and the Skool + Telegram community. Elite adds done-for-you setup, 1:1 access to Marilyn, monthly hot seat calls, priority support, and CEO Content Day.
Yes, available at any tier: the Tax Business CRM (free first month, then $79/mo) and Tax Biz In A Box, a one-time done-for-you setup at $2,497. A custom branded marketing flyer is included free with Elite.
Because partners receive immediate access to software seats, training materials, and onboarding, terms are outlined in your partnership agreement at signup. Reach out before applying if you have specific questions.
TaxSlayer Pro — industry-leading professional tax software — with one EFIN seat under our bureau, included in every tier.
Right. Inside the program you're also trained on AI content strategies, credit repair integration, digital product creation, multiple income streams, client acquisition, and CEO mindset. The goal is a business that earns all 12 months.
An Elite-exclusive, in-person content creation session. We book the location, you show up, and you leave with 30 days of content recorded and ready to post. One session per year, included with Elite.
You'll submit a short application, then we'll reach out to confirm your tier and walk you through onboarding. Partnerships for the 2026–2027 tax season are limited, so seats are first come, first served.
Pro partners get weekly group support calls plus the Skool and Telegram community. Elite partners add monthly hot seat calls and priority Voxer access to Marilyn directly.
The fastest way to get answers is to apply — we'll walk you through everything on your onboarding call.
Apply Now →