Step into ownership with the Legacy ERO Blueprint, your complete system for launching and scaling your tax business with confidence. This package includes:

• EFIN Required to enroll and activate your package

• Personal Coaching to guide your setup, strategy, and growth

• Branded CRM with your logo and colors (you only cover usage fees)

• 24/7 CRM Support so you’re never stuck waiting for help

• Done-For-You Forms, Contracts, and Automations to streamline operations

• Done-For-You Courses for you and your team

• Choice of Tax Software: TaxSlayer or OLT Pro

• No Annual Renewal Fees on your tax software

• Private Community Access for support, updates, and collaboration with other tax pros

Perfect for EROs who are ready to stop splitting fees and start building a profitable, independent legacy.