Description
The ERO Partner Program is designed for tax professionals and entrepreneurs who are ready to do more than prepare tax returns. If you’re looking to build a team, grow your client base, increase your earning potential, and operate with proven systems and support, this opportunity was built for you.
Twelveone Financial Solutions LLC is seeking motivated leaders who want to build a scalable tax business while continuing to serve their clients with excellence.
Through this partnership, you’ll receive the tools, technology, training, and ongoing support needed to launch, operate, and grow a successful tax office. With the support of Polished Talent Group, you won’t have to figure everything out on your own. We provide the recruiting, onboarding, and business development resources that help position you for long-term success.
As an ERO Partner, you will:
• Build and manage your own team of tax preparers
• Recruit motivated individuals interested in the tax industry
• Train, develop, and support your team throughout tax season
• Grow and maintain your personal client base
• Develop strategies to attract new clients and increase funded tax returns
• Manage daily tax office operations and business performance
• Lead your team toward production and revenue goals
• Ensure compliance with IRS regulations, due diligence requirements, and documentation standards
Your one-time investment of $700 provides access to the technology, training, systems, and business infrastructure needed to build and grow your tax business.
Your partnership includes:
• Professional tax software with secure client management tools
• ERO onboarding and tax season preparation support
• Bank product setup assistance for refund transfer services
• Tax Preparer Training Academy access to develop your team
• Structured onboarding for every preparer joining your office
• Recruiting strategies to help build your organization
• Interview guides, hiring resources, and team development tools
• Tax office operations training and workflow best practices
• IRS compliance, due diligence, documentation, and risk management training
• Marketing strategies designed to increase visibility and attract clients
• Client acquisition and retention strategies that encourage repeat business
• Business development resources focused on long-term scalability
• Leadership coaching to help you build and manage a successful team
• Weekly support, tax law updates, and ongoing guidance throughout tax season
• Access to a growing community of tax professionals and entrepreneurs
As an ERO Partner, you’re building more than a tax office. You’re building a business with the potential to grow year after year.
Your earning potential increases as you:
• Expand your personal client portfolio
• Recruit and develop successful tax preparers
• Generate revenue through team production
• Increase completed and funded tax returns
• Build lasting client relationships that generate repeat business and referrals
• Grow your presence within your local community
Your success is driven by your leadership, consistency, and commitment to growing your business.
This opportunity is ideal for:
• Experienced tax preparers ready to become business owners
• Entrepreneurs looking to enter the tax preparation industry
• Existing business owners interested in adding tax services
• Leaders who enjoy recruiting, mentoring, and developing teams
• Motivated individuals seeking to create an additional stream of income
At Twelveone Financial Solutions LLC, we believe successful businesses are built through strong leadership, proven systems, and ongoing support. Our goal is to help ambitious professionals create thriving tax businesses while making a meaningful impact in their communities.
Whether you’re looking to expand an existing practice or launch your first tax office, you’ll receive the guidance, resources, and support needed to build with confidence.
You bring the vision. Together, Twelveone Financial Solutions LLC and Polished Talent Group provide the blueprint.
Apply today and take the next step from tax preparer to tax business owner.
Key Responsibilities
As an ERO Partner, you will be responsible for building, managing, and growing your tax business while delivering a professional client experience.
Business Growth & Development
• Build and maintain your personal tax client portfolio
• Develop strategies to attract new clients and increase tax return volume
• Promote your tax business through marketing, networking, and community engagement
• Identify opportunities to expand services and increase revenue
• Create a plan for long-term business growth and client retention
Team Building & Leadership
• Recruit and build a team of motivated tax preparers
• Provide leadership, guidance, and support throughout tax season
• Help preparers understand business expectations, client service standards, and performance goals
• Create a positive team culture focused on growth, accountability, and success
• Monitor team progress and support preparers in reaching their goals
Tax Operations Management
• Manage daily operations of your tax business
• Oversee client workflow and tax season processes
• Ensure client documentation is collected and maintained properly
• Monitor submitted returns and funded return activity
• Maintain organization and communication with your team and clients
Compliance & Quality Standards
• Follow IRS guidelines, due diligence requirements, and professional standards
• Promote accurate and ethical tax preparation practices
• Maintain proper client records and documentation
• Protect confidential taxpayer information and follow security procedures
• Stay informed on tax updates, training requirements, and industry changes
Client Experience
• Deliver excellent customer service and build lasting client relationships
• Educate clients throughout the tax preparation process
• Create a trusted experience that encourages repeat customers and referrals
• Represent your tax business and Polished Financial with professionalism
Entrepreneurial Mindset
• Take ownership of your goals, growth, and results
• Use provided tools, training, and resources to maximize your success
• Continue developing as a tax professional, leader, and business owner
About Polished Talent Group
We specialize in delivering innovative solutions and exceptional services to meet the diverse needs of our clients. With a strong commitment to quality and customer satisfaction, we strive to exceed expectations and drive success in every project we undertake.
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