Pick Your Path to Profit, Choose Your Package, Let's Build Your Profitable Business Now.
WHAT WE DO
Our Business Packages
Compare Plans — Choose Your Path
Prefer everything in one place? ERO Mentorship University includes training, accountability, the Service Bureau track, and your 2025 software license. Just need software or want to resell it? Pick a standalone option.
| Features |
ERO Mentorship University
Best Value
|
Service Bureau
|
Software Reseller — Program
|
Software Only
|
Hiring Tax Preparers
|
|---|---|---|---|---|---|
| 2025 Software License | Included (save $399.99) | Included | Not included | $399.99 | Company-provided access while engaged |
| Service Bureau Training / Track | Yes | Yes | — | — | Optional via ERO University |
| Weekly Check-Ins (Tax Season) | Yes | — | — | — | — |
| Advanced Tax Planning (High-Income) | Yes | — | — | — | — |
| EFIN & Back-Office Setup | Yes | Yes (setup focus) | — | — | — |
| Templates & Policy Pack (incl. WISP) | Yes | Yes | Partner tools only | — | — |
| Marketing & Automation Kit | Yes | Yes | Partner promos | — | Plug-and-play company campaigns |
| Team / Preparer Setup | Yes | Yes | — | — | — |
| Compensation / Income | — | — | Margin on licenses + incentives | — | HIGH COMMISSION + bonuses |
| Work Arrangement | — | — | Independent partner | — | Remote / flexible options |
| Best For | All-in-one training + software + SB path | Ready to launch a bureau now | Monetize audience w/o filing | Teams that need the tool only | Preparers wanting higher earnings + support |
| Crm included for small price | — | — | — | — | — |
| Tax planning Training | — | — | — | — | — |
| Marketing E book provided | — | — | — | — | — |
| Get Started | Enroll in ERO University | Apply to Start | Start Reselling | Get Software | Apply to Join |
Tip: On mobile, swipe left/right to view all plans.
ATTENTION SMALL BUSINESS OWNERS!
WE HAVE THE BEST TAX PLANNING STRATEGY PACKAGE FOR YOU!!
ATTENTION SMALL BUSINESS OWNERS!
Don't overpay the IRS...
STOP PAYING THOUSANDS UNNECESSARILY TO IRS!!
In 2025, new tax credits, deductions, and digital tools make it easier to save money and stay compliant. The key is planning ahead and using the right strategies.
APPROVAL CAN BE BASED ON CREDIT "OR" REVENUE
GIVING YOUR BUSINESS MORE WAYS TO QUALIFY!
Invest your savings back into your business. Reach out to us today!
ATTENTION SMALL BUSINESS OWNERS!
WE HAVE THE BEST TAX PLANNING STRATEGY PACKAGE FOR YOU!!
ATTENTION SMALL BUSINESS OWNERS!
Don't overpay the IRS...
STOP PAYING THOUSANDS UNNECESSARILY TO IRS!!
In 2025, new tax credits, deductions, and digital tools make it easier to save money and stay compliant. The key is planning ahead and using the right strategies.
APPROVAL CAN BE BASED ON CREDIT "OR" REVENUE
GIVING YOUR BUSINESS MORE WAYS TO QUALIFY!
Invest your savings back into your business. Reach out to us today!
NEED BUSINESS FUNDING?
Getting the business funding you need is fast, simple, and stress-free.
We’re not just another funding company, we’re your strategic growth partner, here to eliminate the guesswork and unlock capital when you need it most.
YOU JUST NEED
3 months of bank statements
EIN number
Business name
Active business bank account
APPROVAL CAN BE BASED ON CREDIT "OR" REVENUE
Giving your business more ways to
qualify!
We make the process simple and
stress free!
NEED BUSINESS FUNDING?
Getting the business funding you need is fast, simple, and stress-free.
We’re not just another funding company, we’re your strategic growth partner, here to eliminate the guesswork and unlock capital when you need it most.
YOU JUST NEED
3 months of bank statements
EIN number
Business name
Active business bank account
APPROVAL CAN BE BASED ON CREDIT "OR" REVENUE
Giving your business more ways to
qualify!
We make the process simple and
stress free!
We’re Hiring Tax Preparers,
Get Trained, Get the Tools, Get Paid—All for $99
Get Paid to Prepare Taxes — Join Our Elite Tax Prep Team
Join Number One Tax & Software Solutions as a preparer and get everything you need to start fast: Tax Software, Software Training, Tax Preparers Course, and Mentorship Training, all included in your $99 team access.
Tax Software
Pro-grade, ready on day one.
Fast e-file with accuracy checks & bank products
Client portal, e-signature, secure document upload
Software Training
Get set up and shipping returns fast.
Step-by-step install + first-return walkthrough
Live Q&A and short rewatchable tutorials
Tax Preparers Course
Learn the workflow, rules, and real cases.
Due diligence, common credits, PTIN basics
Sample returns + quizzes to certify you
Mentorship Training
Never get stuck on a live file.
Weekly office hours and case review
Priority chat support from senior preparers
What you’ll do
Prepare individual (1040) returns (business returns if qualified).
Collect and review client documents, verify ID, and ensure compliance.
Communicate status, e-signs, and next steps with clients.
Follow our quality checklist and record-retention standards.
What you’ll need
PTIN (or willingness to obtain—we’ll guide you).
No EFIN required — you’ll work under our EFIN (subject to compliance).
Computer, reliable internet, and great customer service.
Accuracy, integrity, and willingness to learn.
How the process works
Apply (2 minutes) — short interest form.
Join for $199 → get portal access and your onboarding checklist.
15-min Interview/Assessment — meet the team, review expectations.
Onboard & Train — software access + quick-start modules.
Start Preparing — supervised returns until you’re fully cleared.
Competitive per-return pay + performance bonuses. Details shared at interview.
We follow IRS identity verification, data security (WISP), and record-retention standards.
SOFTWARE ONLY — $299.99
Professional Tax Software (TaxSlayer-powered) with training and support.
Here's what you get:
All states + prepare from anywhere
Mobile Taxes-to-Go App
Multi-office management (cloud)
Bank products & cash advance
Error-check & audit protection
Year-round technical support + free training
Total value: $1700.00
Today Just $199.99
Cut My Prep Time in Half
I switched to this software mid-season and immediately felt the difference. Returns that took 45 minutes now take 20–25, e-file rejections dropped, and the built-in docs/signature tools mean I don’t chase clients anymore. Onboarding was simple, and the state packages just work. It’s the smoothest tax season I’ve ever had.
— Janelle A., Enrolled Agent
Everything in One Place—No Headaches
“As a small firm, I needed speed, accuracy, and reliable support. This software delivers: clean worksheets, fast bank product setup, and rock-solid e-file tracking. I trained two new preparers in a weekend, and we were producing returns confidently by Monday. Worth every dollar.”
— Beatrice T., Tax Preparer & Office Owner
SERVICE BUREAU MENTORSHIP UNIVERSITY
Train, equip, and support EROs to run a high-performing, compliant, and profitable tax office, efficiently.
Here's what you get:
TaxSlayer Software (2025) — license included (save $299.99)
Service Bureau track: launch blueprint + admin systems
Weekly check-ins during tax season
Effective marketing training + automation playbooks
EFIN assistance + back-office setup
Tax preparer setup assistance
Onboarding & operations guides, SOPs, workflows
WISP template + full policy pack
Bonus incentives
Advanced tax planning (high-income clients)
Total value: $1999.00
Today Just $399.99
"Best purchase ever!"
I came in with no EFIN and no clear plan. In week 2 they walked me through the ERO setup, bank products, and pricing. By week 6 I’d hired 2 part-time preparers and closed 17 paid returns using the exact scripts from the mentorship.
—Kayla M., Phoenix, AZ
Worth Every Dollar!
I’d been a seasonal preparer for years but was stuck. The ERO Mentorship gave me compliant systems (WISP, retention policies), automation, and a simple offer stack. This season I hit my first $50k+ with confidence and a pipeline for off-season work.
— Andre T., Dallas, TX
SERVICE BUREAU MODEL ONLY
Launch & scale your Service Bureau with our FAST TRAC blueprint and done-with-you assets.
Here's what you get:
FAST TRAC launch plan (zero → live)
50+ brandable templates (agreements, workflows, intake, retention)
Policy pack (WISP, privacy, T&Cs, billing, refunds, grievance, portal)
Marketing kit (30-day social calendar, 10 posts, 20 free channels)
Team playbooks (hire & train preparers, hire VAs)
Software license included (save $399.99)
No territory limits. No mandatory fees. No long-term contracts
Total value: $1499
Today Just $250.00
Solo Preparer to Full-Service Bureau
I thought I needed months and a big team. With the Service Bureau Accelerator, I had my application approved, invoice paid, and onboarding done in a week. The 50+ brandable templates and Policy Pack/WISP saved me days, and the Day-7 automation wins had my intake, consent, and follow-ups running on autopilot. I signed 3 preparers in my first month and closed $12k in new service contracts
— Jasmine O., Service Bureau Owner, Houston
No EFIN, No Problem
“The strategy call mapped everything. I submitted the long application, got approved, paid the invoice, and the kickoff email gave me exactly what to do next. The Marketing Toolkit (30-day social + 10 posts) plus the Team Playbook made hiring VAs and preparers simple. We launched in two weeks and landed our first 7 clients within 10 days of going live.”
— Daniella K., Service Bureau Partner, Atlanta
SOFTWARE RESELLER (NO EFIN REQUIRED)
Earn from software sales without preparing returns; grow into your own Service Bureau.
Here's what you get:
Orientation call & partner playbook
Sales scripts + marketing incentives
Back-office playbooks: pricing, payouts, onboarding, QA
Marketing kit: 30-day calendar, 10 ready posts, 20 free channels, automation how-tos
Team system: recruit & train preparers, add resellers, scale multi-office
Optional bank products & cash advance integration
No territory limits. No mandatory fees. No long-term contracts
"First Sale in 15 days!"
Joined the Software Reseller (No EFIN) program with zero list and no prior sales. I used the DM script from the Starter Kit, booked two quick chats, and closed my first sale in 72 hours, then three sales in my first week. The done-for-you templates made me look pro from day one.
— Chidinma O., Independent Reseller
Recovered My Fee in Week One
I’m not a ‘sales person,’ but the 15-min orientation plus the 5-message outreach sequence gave me a simple plan. I booked 4 calls and closed 2 clients, which covered the $399.99 in the first week. The policy pack and onboarding checklist saved me days of guesswork.
— Cassandra B., New Reseller
JOIN OUR TAX PREP TEAM
High commissions. Elite support. Real growth.
Run more returns in less time with our TaxSlayer-powered stack and playbooks. We invest in your skills, pipeline, and brand so you can earn more—without burning out.
Here's what you get:
Advanced tech stack: TaxSlayer-powered, cloud multi-office, mobile intake, bank products, audit support
Continuing education: updates on tax law + professional development
Compensation: HIGH COMMISSION + performance incentives/bonuses
Support system: senior reviewers + collaborative culture
Growth path: lead preparer → ERO → Service Bureau track (via ERO UNIVERSITY)
Flexible work: remote options & schedules that respect work–life balance
Reputable brand & marketing: plug-and-play campaigns and templates
“From Newbie to Confident Pro”
“I joined as a brand-new tax preparer and honestly felt overwhelmed. The onboarding checklist, client intake forms, and step-by-step training changed everything. Within my first few weeks I was booking paid consults, filing returns confidently, and my clients kept referring their friends. The support team actually answers—no guesswork.”
— Kendra O., Dallas, TX
“The Systems Did the Heavy Lifting”
“I’d prepared taxes part-time for years, but I was stuck. After joining, the ready-made templates, bank product setup, and follow-up automations gave me a real business. I looked more professional, closed clients faster, and had my smoothest season yet. I’m not going back to doing this alone.”
— Anita A., Atlanta, GA
DISCOVER HOW THE ERO MENTORSHIP UNIVERSITY PROGRAM CAN ACCELERATE YOUR SUCCESS, STARTING TODAY
Includes 2025 software ($299.99 value), weekly check-ins, EFIN & back-office setup, advanced tax planning, marketing systems, and WISP-ready templates.
© 2025 Number One Tax and Software Solutions LLC