

Preparing every return.
Answering every client.
Handling every document.
Working long hours during tax season.
Then April comes…
And the income slows down again.

That’s where the real scale happens.

The role and limitations of a PTIN holder
How to increase your return volume
How to position yourself for growth and future opportunities

What an ERO’s role actually involves
How EROs generate income in the tax space
How controlling the system creates leverage and opportunity

Meet Your Host
