Are you ready to take your tax career to the next level?
The SunTax Pro ERO Program gives you everything you need to launch, manage, and grow your own professional tax office — backed by our expert training, support, and software.
As an Electronic Return Originator (ERO), you’ll be officially authorized to e-file tax returns directly with the IRS, unlocking true independence and the ability to build your own client base and revenue stream.
✅ Step-by-Step Guidance
We’ll walk you through every part of becoming an ERO — from your IRS EFIN application to compliance setup and software integration.
✅ Compliance & Security Support
Stay protected and IRS-compliant with guidance on data security, recordkeeping, and due diligence procedures.
✅ Banking & Refund Programs
Get connected with trusted banking partners to offer refund transfers, cash advances, and other financial products to your clients.
✅ Professional Tax Software
Access the same professional-grade software used by top firms — simple, fast, and built to handle high-volume filing.
✅ Marketing & Client Growth Strategies
Learn how to attract, retain, and manage clients efficiently with proven marketing tactics and CRM systems.
✅ Hands-On Mentorship
Receive direct mentorship from experienced EROs who have successfully built thriving tax offices — learn from their journey and avoid costly mistakes.
✅ Operational Checklists & Resources
We provide the templates, systems, and processes to keep your office running smoothly and profitably.
At SunTax Pro, we don’t just sell software — we build business owners.
Our mission is to help you transition from a tax preparer to the CEO of your own tax enterprise, equipped with the tools, training, and support to scale confidently.
You’ll have our full backing through every stage of your business — from startup setup to client growth and beyond.
EFIN Application Assistance
IRS Compliance & Security Setup
Refund Transfer & Bank Partnership Setup
Full Software Access
Marketing Toolkit & Templates
One-on-One Mentorship
Business Setup Checklist
Ongoing Support from the SunTax Pro Team
Professional Tax Software
Unlimited E-files
Individual & Business
Bank Products
Client mobile App
Unlimited Support
File Taxes Under Your Own Firm
No Renewal Fees