Growth should create leverage — not make you the bottleneck.
Build a firm that can handle more business than your two hands can.
For EFIN holders ready to move beyond a solo book and create a real multi-preparer operation.
THE STORY BEHIND THIS PATH
A full calendar is not the same thing as a scalable firm.
At first, more clients feels like success. Then every call, document and return starts waiting on you. That is the point where growth can become pressure. The Firm path is about changing the question from “How many returns can I personally finish?” to “What can this operation handle with the right people and systems?”
WHERE THIS CAN LEAD
Build the structure around a team, increase capacity and create a brand that does not depend on you touching every return. If the vision eventually expands to supporting outside offices, Service Bureau is the next door.
IMAGINE THE NEXT VERSION OF YOUR BUSINESS
Not just another tax season. A direction.
DOES THIS SOUND LIKE YOU?
The right package should feel recognizable before you ever reach checkout.
You hold an EFIN or are operating at firm level
You want to add preparers or team members
Your client volume is outgrowing a solo workflow
You need stronger multi-preparer infrastructure
You want the option to add a DIY client channel
WHAT YOUR MONEY OPENS
You are buying a position to move from.
The package connects the pieces around this particular stage so you can spend less time piecing together a setup and more time building the part customers actually see.
ERO Firm Level access
Multi-preparer support
Professional tax software
TBG Tax Academy resources
Business-building support
Optional DIY Client Portal add-on — $159
BEFORE YOU BUY
Know exactly what qualifies you for this path.
No burying the EFIN question inside an application. Check the requirements here first.
PTIN required for preparers
EFIN required for this tier
Business/firm information for onboarding
Credential verification
FROM INTEREST TO OPERATING
Here is what happens after you say yes.
Confirm EFIN and firm-level eligibility
Apply directly to the ERO Firm Level path
Complete business and credential verification
Configure the firm and preparer structure
Build workflows that let the operation serve more clients
YOUR NEXT MOVE
You have seen the path. Now decide whether it belongs in your story.
The application that opens next is already set for this exact journey. You will not be sent back through the package maze.