ERO / TAX PRO MENTORSHIP
Learn from a tax industry professional with 17+ years of experience helping tax professionals build structured, scalable businesses.
Build a stronger, more structured tax business.
This mentorship program is designed for tax preparers and EROs who want guidance on how to operate a more professional and profitable tax business.
Whether you're just starting or looking to improve your current operations, you'll learn how to implement the systems, marketing strategies, and business structure needed to grow beyond just filing returns.
You do not need to use our software to participate.
What We'll Focus On
• Starting and structuring your tax business
• Branding and marketing your services
• Building operational systems
• Planning for tax season success
• Client management strategies
• Creating simple SOPs for your workflow
• Preparing to grow beyond just filing returns
PROGAM EXTRA
• Tax Business Startup Checklist
• Client Intake Process Template
• Marketing Strategy Guide for Tax Pros
• Workflow & Organization Templates
• Tax Season Preparation Checklist
Why Tax Professionals Choose This Mentorship
• 17+ years in the tax industry
• Hands-on experience operating a service bureau
• Proven systems for building structure and scalability
• Practical strategies used by real tax professionals
Investment: $697
Who This Program Is For
✔ Tax preparers starting their business
✔ EROs looking to grow and operate more professionally
✔ Entrepreneurs who want structure and systems
✔ Tax professionals ready to scale their operation
Service Bureau Scaling Mentorship
Turn your tax business into a scalable service bureau.
This mentorship program is designed for tax professionals who are ready to move beyond preparing returns and start building a structured service bureau with systems, processes, and a team.
With over 17 years in the tax industry and hands-on experience operating a service bureau, this program provides practical guidance on how to build the foundation needed to grow and manage a successful bureau operation.
This program is ideal for tax professionals who already have clients or preparers and are ready to scale their operation with better structure, stronger systems, and smarter growth strategies.
What We'll Focus On
• Structuring your service bureau the right way
• Creating SOPs and operational systems
• Compliance and documentation processes
• Recruiting and training tax preparers
• Building and managing your team
• Marketing strategies to attract preparers
• Branding your bureau for long-term growth
• Setting up systems to scale beyond tax season
Program extras
• Service Bureau SOP Templates
• Sample Contracts & Agreements
• Tax Preparer Onboarding Checklist
• Marketing Strategy Guide
• Team Training Outline
Why Tax Professionals Choose This Mentorship
• 17+ years in the tax industry
• Hands-on experience operating a service bureau
• Proven systems for building structure and scalability
• Practical strategies used by real tax professionals
This mentorship is limited to a small number of participants to ensure personalized guidance and strategy support
Investment: $1,997
Choose the Path That Fits Your Goals
What You’ll Walk Away With
✔ A structured tax business with clear systems
✔ Marketing strategies to attract and retain clients
✔ Operational workflows that save time during tax season
✔ A scalable foundation to grow beyond just filing returns
BCS Tax Software provides tax professionals with software, mentorship, and business development resources designed to help build structured and scalable tax businesses.