Still filing under someone else’s EFIN?

You’re Already Doing the Work. Now

Own the Business.

Keep Your Clients. Keep Your Money. Build Your Own System.

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STRUCTURE FOR GROWTH

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ERO MENTORSHIP

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CEO-LEVEL GUIDANCE

YOUR JOURNEY BEGINS RIGHT HERE

40K+
Generated by first-year EROs under the right structure and mentorship
1:1
Guidance available for those who need help choosing the right path
14 Weeks
Of structured foundational training for those entering the industry
5%
Optional HR Coordinator support structure based on prep fee payout
Why ExpertPrep Solutions

You Don’t Need More Random Information. You Need Structure.

ExpertPrep Solutions was built for people who are serious about entering the tax industry, building their own infrastructure, and moving with real mentorship instead of guesswork. Whether you are brand new or ready to position yourself as an ERO, the goal is the same: build correctly and grow with intention.

Packages & Opportunities

Choose the Path That Fits Your Next Move

Each offer is built for a different level of readiness. Some people need a strong foundation. Some need systems. Some are ready for advanced mentorship and structure.

Foundation Offer

Apprentice

$99
A beginner-friendly starting point for individuals with little to no tax experience who are ready to learn the right way.
✔ Year long mentorship
✔ Live labs and guided support
✔ Beginner-friendly structure
✔ Clear learning foundation
Setup Offer

Alliance

$599
For those ready to step into the industry with the tools, systems, and filing infrastructure needed to begin.
✔ Software and system guidance
✔ Filing infrastructure support
✔ Setup-focused support
✔ Better positioning to operate
Support Offer

Alliance+

$799
A stronger support level for those who want more backend guidance and a more supported operational experience.
✔ Everything in Alliance
✔ More backend structure
✔ Additional operational support
✔ Better support as you grow
High-Level Offer

Authority

$1,999
or 3 payments of $750
For those ready to move with advanced mentorship, stronger strategy, and a higher level of operational structure and clarity.
✔ High-level mentorship and strategy
✔ Advanced operational guidance
✔ Business structure and scaling support
✔ Long-term positioning and growth focus
Need Help Deciding?

Do Not Guess Your Way Into the Wrong Option

If you are still figuring out where you fit, choose the next step that gives you clarity instead of confusion.

Application Step

Complete the ERO Interest Form

If you are interested in becoming an ERO or stepping into a more serious opportunity, complete the interest form so your goals and experience can be reviewed.
✔ Share your goals and experience
✔ Helps identify your best-fit path
✔ Keeps your interest in the pipeline
✔ Great for those still exploring
Optional Operational Support

HR Coordinator Support Is Available as an Add-On

For clients who want added structure behind the scenes, ExpertPrep Solutions offers access to an HR Coordinator support layer.

How It Works

5% Per Prep Fee

If you choose to add HR Coordinator support, the payout structure is 5% of each prep fee on the return. This provides operational help without requiring you to build every support function alone.
What That Can Include
✔ Payroll processing support
✔ Interview coordination
✔ Weekly check-ins
✔ Ongoing team support tasks
HR Coordinator support is optional and can be discussed after enrollment or during your discovery call.
Social Proof

What People Are Saying

The right guidance changes everything. Strong systems, real support, and a clearer path create better outcomes.

★★★★★

“I came in overwhelmed and unsure where to start. The structure alone changed everything for me. I finally felt like I had a real plan instead of random pieces.”

Jasmine W.
First-Year Tax Professional
★★★★★

“What stood out most was the clarity. I stopped second-guessing myself because I had real direction, real support, and a system I could actually follow.”

Dr.Michael Perkins
ERO Mentee
★★★★★

“This is not surface-level mentorship. It helped me think bigger, move more strategically, and take my business seriously from an operational standpoint.”

DeVon O.
First-Year Tax Professional
Credibility & Infrastructure

Built Around Real Industry Tools and Structure

Positioning matters. Structure matters. The right infrastructure helps you move more professionally and more confidently.

ExpertPrep Solutions
Refund Advantage
Resource Vault
Santa Barbara TPG
GoHighLevel
Your Next Move

You Can Keep Watching, or You Can Build Correctly.

If you are serious about entering the industry, building your own structure, and moving with more clarity and confidence, your next step is already in front of you.