Whether you’re a first-time ERO or finally stepping into full ownership of your tax business, The ERO Playbook is your all-in-one guide to staying compliant, building a professional office, and protecting your EFIN.

This isn’t just theory—it’s real-world training built by a tax professional for tax professionals. You’ll get step-by-step instructions, real examples, compliance checklists, IRS references, and the tools you actually need to run your office like a boss.

Inside you’ll learn:

• How to set up your business, software, and compliance the right way

• What the IRS expects from you as an ERO (and how to avoid violations)

• How to stay audit-ready with client files, due diligence, and documentation

• The truth about bank products, backend fees, and add-on services

• Tools, forms, and SOPs to train your team and scale with confidence

This playbook isn’t fluff—it’s your manual for staying in business, earning more per return, and doing it the right way. Every ERO needs this on their desk and in their training portal.