Whether you're starting out or ready to scale, this is the roadmap you haven't had
One training for PTIN holders building their first season and EROs ready to grow past where they're stuck.
Save my seat →
Build a real first season with actual guidance behind you.
Fix the fee structure and support gaps that are capping your growth.
Sound familiar?
Different stage, same gaps
No real guidance
Got your PTIN, but no roadmap for turning it into income.
Fee structure that caps you
Not sure what to charge, or how EROs keep more of it.
No real support
On your own when a return, or your office, gets complicated.
No path to grow
Feels like a ceiling, whether you're new or already an ERO.
Where this can take you
PTIN holders: a real income stream this season, with a career path if you want to keep going.
EROs: a fee structure and support system built for owning your own office, not just running it.
Both: real training and support behind you, whichever stage you're at.
On this free training
Why most preparers stall, whether it's their first season or their fifth
Fee structures that pay PTINs fairly and let EROs keep more
The support system most preparers and offices are missing
The path from PTIN to ERO, and from ERO to scaling your own office
Hosted by Lillian, founder of Clarity Tax Group
Built her own tax business from scratch, now helping preparers and EROs do the same.
Seats are limited
Reserve your spot for the free training