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Product Details

ERO Compliance Bundle for Tax Pros

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

ERO Compliance Bundle for Tax Pros

$147.00 Regular Price
$97.00Sale Price
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