ERO Compliance Bundle for Tax Pros
“Stay Ready So You Don’t Have to Get Ready!” – Dr. Gwennetta Wright
Are you an ERO trying to make sure your tax business is audit-ready, organized, and fully compliant with IRS guidelines?
The ERO Compliance Bundle is your all-in-one resource to confidently manage your tax office, train your team, communicate with clients, and protect your EFIN — all while staying in alignment with Publication 1345.
Whether you’re new to the game or a seasoned pro, this bundle gives you the tools, scripts, and structure you need to operate like a true professional.
What’s Included in the Bundle:
ERO Compliance Guide for Tax Pros
Your plain-language, easy-to-follow blueprint that breaks down IRS rules into real talk. Understand your responsibilities and pass an ERO audit with confidence.Sample Client Communication Script
Clear, compliant language you can use to explain refund advances, return timelines, and filing procedures. Say the right thing — every time.Sample Virtual & In-Person Client Flow
Know exactly how to handle both remote and in-office clients. Covers document collection, ID verification, signature processes, and more.ERO Compliance Checklist for Your Tax Office
Run your own compliance audit with this step-by-step checklist. Covers setup, security, documentation, team management, and more.Client Flowchart Visual
A clean, visual guide that maps out both client experiences side-by-side. Perfect for training new staff or simplifying your SOPs.
Why You Need This Bundle:
IRS audits are happening more often — are you ready?
One mistake can cost you your EFIN
This bundle helps you get organized, secure, and compliant
Everything is written by a real tax pro (not a lawyer), in real language, for real use
Perfect For:
New or growing tax offices
EROs who manage a team
Virtual and in-person tax professionals
Anyone who wants to lead with integrity and stay protected