PTIN to ERO: The ERO Success System

The Ultimate ERO Training & Launch Kit – Built for Compliance, Growth, and Leadership!

If you're serious about owning your role as an Electronic Return Originator (ERO), the PTIN to ERO Success System gives you a fully guided path to launch, lead, and scale a profitable, ethical tax office.

This 13-step system was developed by industry veterans at The Tax Curative Institute™, combining regulatory compliance with growth-minded business training.

Whether you’re starting solo or scaling a team, this system equips you with everything you need to avoid costly missteps and grow with confidence.

What’s Included (6-Piece Digital Bundle):

• 13-Step ERO Deck Slides – Includes fully narrated training and strategy
•  Student Workbook – Exercises, checklists, practice prompts, and lined notes
• Case Study Workbook – Real-world scenarios with guided discussion points
• Trainer’s Guide – Use this to mentor other EROs or onboard your team
• Sales Scripts Book – Phone-ready call scripts to help close clients and partners
•  License Agreement – Covers terms of use, resale limitations, and renewal policies

Who This Is For:

• New EROs launching independently
• Service Bureau owners training their team
• Tax professionals ready to elevate their back office
• Experienced PTIN holders transitioning into leadership

License Terms:

This is a non-transferable, non-resale license valid for 12 months.
Usage is limited to your internal business only. Resale, redistribution, rebranding, or public uploading is strictly prohibited.

License terms are digitally enforced and monitored. Any misuse may result in license revocation and legal action.

Renewal required after 12 months for continued access.

Branding Option (Add-On):

Unbranded Version (default): Editable and ready to use

Branded Version: Add your logo, colors, and contact info - Branding Fee: +$200

If you'd like the branded version, please select the upgrade during checkout.  After purchase, upload your logo and brand color HEX codes using the form link provided.

Delivery Format:

Delivered digitally via email and customer dashboard.

Formats: PDF, DOCX, and Canva-ready editable templates.

Immediate download after purchase unless you purchase the branded version.

Refund Policy:

Due to the nature of this digital training system, all sales are final.

No refunds will be issued once access is granted.

Chargebacks will be considered a violation of license terms and pursued accordingly.

Legal Notices:

All materials are copyrighted and the intellectual property of The Tax Curative Institute™.
Licensee obtains no ownership of the content.
Use constitutes agreement with the license terms.

Frequently Asked Questions:

1.       Q: Can I use this to train other EROs?
       A: Yes, if they are under your team. You may not resell or certify others using this  system.

2.       Q: Can I rebrand or co-brand it?
       A: Only with the branding upgrade. Otherwise, the materials must remain in their original form.

3.       Q: What happens when the license expires?
       A: You must renew your license to continue using the materials. Renewal notices are a courtesy, but it is your responsibility to stay compliant.

4.       Q: Can I get a refund?
       A: No. All sales are final, and digital license enforcement is active.