Module 1.1 — Start Here: Welcome to the Program
Module 1.2 — Program Overview & Introduction
Module 1.3 — New ERO Starting Welcome Message
Module 1.4 — Tax Professional Onboarding
Module 1.5 — ERO Success Framework
Module 1.6 — 7-Step Tax Business Startup Guide
Module 1.7 — Office Setup Checklist
Module 1.8 — Setting Income Goals
Module 1.9 — Key Contacts + Fee Structure Setup
Module 1.10 — Tax Professional Support
Module 1.11 — Weekly Team Training
Module 2.1 — Core Tax Education Fundamentals
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Tax Education - What is Circular 230?
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Filing Status and IRS Required Documentation
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Overview of the Tax System
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Taxpayer Information and Filing Status
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Taxpayer Information and Filing
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Standard Deduction vs. Itemized Deductions
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2026 Tax Brackets & Standard Deductions
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Tax Software and Technology (2026 Guide)
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Ethics and Professional Standards
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Practice Scenarios and Case Studies
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Tax Deductions Made Simple
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Record Keeping and How to Prepare
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IRS Required Documentation for Income
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IRS Required Documentation
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Making Quarterly Estimated Tax Payments
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Earned Income Tax Credit (EITC)
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Child Tax Credit (CTC)
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Additional Child Tax Credit (ACTC)
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Household Employee Wages
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IRS Payment Plans (Installment Agreements)
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Tax Exemptions: A Simple Guide
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Tax Deductions: A Detailed Guide With Examples
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Tax Filing Deadline
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Tax Extensions: What You Need to Know
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Itemized Deductions: What You Need to Know
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Capital Gains
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Ordinary Gains
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Alternative Minimum Tax (AMT)
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Deadline Filing Penalties: What You Should Know
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Understanding FICA: What You Need to Know
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Roth IRA
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Understanding Traditional IRAs
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Understanding Tax Evasion
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Understanding Tax Avoidance
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How to Report Rental Property Income
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Educator Expense Deduction
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Estimate Tax Payments: What You Need to Know
Module 2.2 — Most Common Tax Forms
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IRS Form 1040 — Detailed Explanation with Example
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IRS Form 1040X — Detailed Explanation With Example
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IRS Forms W-2 and W-4
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What is a W-2G Form?
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IRS Form W-2PR — Puerto Rico Wage
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IRS Form 1040-ES
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IRS Form 2441 — Child and Dependent Care Credit
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What is a 2106 Employee Business Expense Form?
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What is a Schedule A Form?
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What is a Schedule B Form?
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Schedule C: Profit or Loss From Business
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Schedule D: Capital Gains and Losses
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Schedule E (Form 1040)
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Schedule F: Farming Income and Expenses
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Schedule H (Form 990):Community Benefit Reporting
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Schedule K and Schedule K-1: Partnership Income
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What is Form 8862?
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What is Form 8863?
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Form 8812: Additional Child Tax Credit (ACTC)
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Form 8879 – IRS e-file Signature Authorization
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Form 8867 – Paid Preparer’s Due Diligence
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Form 8949–Sales and Other Dispositions of Capital
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Earned Income Credit (EIC) IRS Checklist
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Understanding IRS Form 1095-A
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What is Form 1098-E?
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Form 1098-T: Tuition Statement
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Form 1098 – Mortgage Interest Statement
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Form 1099-C: Cancellation of Debt (COD)
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Form 1099-SSA (Social Security Benefit Statement)
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Form 1099-INT: Interest Income Explained
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Form 1099-G: Government Payments Explained
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Understanding Form 1099-NEC
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Understanding Form 1099-MISC
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Form 1099-DIV: Dividends and Distributions
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Form 1099-K: Payment Card
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Form 4852: Substitute for Missing W-2 or 1099-R
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Form 4868: Application for Automatic Extension
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Form 5405: First-Time Homebuyer Credit
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Form 5695 – Residential Energy Credits (Form 1040)
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Form 9465 – Installment Agreement Request
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What Is Form 941?
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State Income Tax vs. Federal Income Tax
Module 2.3 — Self-Employment Taxation (Intro)
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Introduction to Self-Employment Taxation
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Self-Employment Tax Basics
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Self-Employment Income
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Filing Requirements
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Self-Employed Individuals: Tax Tips and Strategies
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Common Tax Issues for Self-Employed Individuals
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Self-Employment Reconstruction
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Self-Employment Reconstruction
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Self-Employment Without Documentation
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Tax Law Changes and Emerging Trends
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Self-Employment Required Documentation
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Self-Employment Business Mileage
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2026 Tax Deduction Cheat Sheet
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Case Studies and Practical Examples
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Key Takeaways on Self-Employment Tax
Module 2.4 — Depreciation + Filing Fundamentals
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Introduction to Depreciation
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Methods of Depreciation (Made Easy)
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Depreciable Basis and Useful Life (Made Easy)
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Depreciation Explained (Simple but Detailed)
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Understanding Depreciation Recapture
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Bonus Depreciation and Section 179 Deduction
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MACRS Depreciation Tables Made Easy
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Depreciation for Real Estate
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Depreciation Strategies and Planning
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Reporting Depreciation on Tax Returns
Module 2.5 — Client Intake Process (Step-by-Step)
Module 2.6 — How to Schedule Appointments
Module 2.7 — Customer Service + SOPs + Workflow
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Why You Need SOPs
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Why Looking Professional Online Matters
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How to Build Strong Systems and Processes
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How to Communicate Tax Preparation Fees to Clients
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How to Build Strong Long-Term Client Relationships
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Why You Need an Online Tax Process Checklist
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Why Creating an Online Process
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After the Client Interview
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Why Collecting Client Data Forms Is Important
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Why This Is Important
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Creating an effective 7-Step Office Success System
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The Purpose of a Compliance Folder
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Why This is Important
Module 2.8 — Practice Tax Returns (Video Training)
Module 2.9 — Client Refund Process
Module 2.10 — Tax Education Chart
Module 3.1 — WISP Introduction + Setup
Module 3.2 — Lead Pro Giant CRM
Module 3.3 — Marketing for Tax Professionals
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Understanding Different Tax Marketing Seasons
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How to Become a Successful Tax Professional
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How to Create Target Audience for Tax Business
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Effective Marketing Strategies for Business Gr.
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How to Effectively Market Your Tax Business
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How to Market Your Tax Business Using Flyers
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How to Set Appointments Offline
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How to Market Your Tax Business on Social Media
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What Message Do You Want to Send to Your Audience
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Why Social Media Marketing Matters
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How to Introduce Your Tax Business to Family and Friends
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How to Brand Yourself on Social Media
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What Should I Post on social media?
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What Is an Effective Social Media Posting Schedule
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How to Effectively Introduce Yourself to Clients
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Social Media to Help You Become More Efficient
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How to run ads on Facebook and Instagram
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How to Gain Clients Through “Shout Out” Ads
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How to Gain Clients Through “Tap Rooting”
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Helpful Tips for Growing Your Business
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How to Market Your Business in a Facebook Group
Module 3.4 — Yard Signs + Flyers
Module 3.5 — Client Data Form
Module 3.6 — Tax Office Flyer for Social Media
4.0- Tax Pro Video Resource Library
