Launch Your Tax Business the Right Way

You’ve got your PTIN — now it’s time to turn that into a real business.

The Moneybag Kickstart Package is designed for new tax professionals who want the software, structure, and step-by-step guidance to become a fully operational ERO.

Instead of figuring everything out on your own, you’ll learn how to set up your office, price your services, enroll with banks, and run a compliant tax business from day one.

👉 Perfect for PTIN holders ready to become EROs and EROs ready to grow.

What’s Included

✔ Choice of professional tax software

✔ 6-Week ERO Group Mentorship Program Live training starting May 2026

✔ Business setup guidance and ERO compliance training

✔ Bank enrollment support

✔ Training portal access + course replays

✔ Business templates (pricing structure, client intake forms, onboarding process)

Bonus Off-Season Training

Your learning doesn’t stop after tax season. You'll also receive additional training throughout the year to expand your services and increase revenue:

Corporate Tax Returns
Bookkeeping Services
Tax Resolution
Credit Repair

These additional skills help you create year-round income instead of seasonal revenue.

Fees

Backend fees vary by software provider and processing volume.

Transmitter Fee: $81 Service Bureau Fee: $50 (Eligible for volume-based rebates)

Build It Right From the Start

If you're serious about becoming an ERO and running a professional, compliant tax business, this package gives you the software, systems, and training to do it right.