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Lifeline Firm

ERO · PTIN path

Start Your Tax Business

Thinking about becoming an ERO or working as a PTIN holder? Lifeline Firm can walk you through the next steps.

Professional mentoring session — stock photo

Who it's for

New preparers getting their PTIN

General audience description — program specifics come from client review.

Preparers looking to become an ERO

General audience description — program specifics come from client review.

Anyone curious about the tax business

General audience description — program specifics come from client review.

Program details

[CONTENT_NEEDED: what's included][CONTENT_NEEDED: cost][CONTENT_NEEDED: format / schedule]

No income or outcome promises appear on this draft. CRM / funnel links will plug into site.config.ts when ready.

Collaborative planning meeting — stock photo

Ready to get started?

Pick the path that fits you — tax preparation, starting as a tax pro, or funding — then book or follow your link when it's live.