Becoming an ERO in the Tax Industry

This course is your complete guide to becoming an Electronic Return Originator (ERO)—from understanding IRS regulations to building compliance systems that protect your business. You’ll learn the step-by-step process of applying for and managing your EFIN, keeping your office compliant, training your staff, and using your ERO status to grow a profitable tax business.

By the end of this course, you will:

• Understand what an ERO is and the role it plays in the tax industry.

• Know how to apply for, maintain, and renew your EFIN (Electronic Filing Identification Number).

• Master IRS compliance, due diligence, and security requirements.

• Build office systems for ethical e-filing.

• Train and manage staff under your ERO authority.

• Use your ERO status to expand your business (service bureau, software reseller, or multi-office expansion).

This isn’t just theory—you’ll walk away with practical tools, worksheets, and checklists to help you immediately put everything into action.