ERO Starter (Solo Preparer)
A compliance-first starter toolkit for new EROs and solo preparers who want a clean, professional setup for their first season. Includes core templates, checklists, and intake tools to streamline your workflow from client onboarding to filing, plus K&A Pro Tax Software access.
Early Bird pricing available with code EROSTARTER247
(ERO Starter Kit)The ERO Starter Kit includes compliance-first digital resources (templates, checklists, and toolkits) designed to help new and solo preparers set up a professional workflow, stay organized, and operate with clarity throughout the tax season. All materials are provided for educational and organizational purposes only and do not constitute tax, legal, or financial advice for your specific situation; you are responsible for using the resources appropriately, entering accurate information, and maintaining your own records. If you have questions before purchasing, email us at mierra@kaadvisorygroup.com.
Your purchase includes a single-user license for use by the purchaser only (unless your package explicitly includes additional preparer licenses).
Prohibited use: sharing, reselling, redistributing, sublicensing, or uploading any part of the materials to any website, drive, group, or marketplace is strictly prohibited, and you may not claim the resources as your own or create derivative products for resale. Violations may result in termination of access without refund and may be subject to legal action.
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