ERO Opportunity & Mentorship | EZ FILE NOW
EZ EZ FILE NOW
ERO Opportunity + Mentorship

Build your tax business with a service bureau that grows with you.

Too many EROs get locked out of their software backend, left without support, underpaid, or stuck figuring out operations alone. We built EZ FILE NOW to do the opposite.

Integrity. Systems. Mentorship. Growth from within.

Tayler Davis, CEO of EZ FILE NOW
Tayler Davis
CEO • Service Bureau Owner • Licensed Insurance Advisor
Why we built this differently

You should not have to fight your own backend to grow.

The ERO relationship should help you become stronger, more organized, and more profitable — not more dependent and confused.

01

No surprise lockouts

We believe EROs deserve transparent access, clear expectations, and dependable operational support.

02

No growth without reward

Volume matters. As your production grows, our structure is designed to reward that growth through incentives and lower backend fees based on volume.

03

No building alone

You get mentorship, business systems, and a knowledgeable partner who understands the tax business from the inside.

Your backend, built to support growth

We provide more than software.

Our ERO opportunity is designed to help you run a real tax operation with the systems, tools, and support needed to scale.

Business systems + operations

Backend tools and operational guidance
Workflow design and office processes
CRM setup options
Automations and follow up systems
Hiring and team operations support

Marketing + growth support

Facebook ads setup guidance
Email campaign strategy
Automated client communication
Growth planning and office development
Volume based incentives and lower backend fees as you grow

Business protection matters too.

EROs can also receive insurance guidance and business coverage options through Tayler Davis, Licensed Insurance Advisor, so protection can be part of the conversation while you build.

ERO Earnings Calculator

See what ownership and a team could look like.

Adjust your average prep fee, backend fee, direct client volume, team size, and tier splits. The calculator estimates gross preparation revenue, team payouts, backend costs, ERO earning potential, and approximately how quickly the $497 mentorship investment could be recovered.

Your ERO numbers Editable
Your team by tier Payout split to preparer
60% Tier
50% Tier
40% Tier
20% Tier

Enter your actual backend fee per return. The tier percentages above are treated as the percentage of the preparation fee paid to the team preparer. You can change every number to model your own structure.

Estimated ERO earning potential $0
Total returns 0
Gross prep fees $0
Team payouts $0
Total backend fees $0
ERO direct-return earnings $0
ERO team-margin earnings $0

How fast could the investment pay for itself?

0 estimated returns at the current blended ERO earnings per return.

Projected earnings equal approximately the mentorship investment in this scenario.

Projected amount above the mentorship investment: $0.

Planning illustration only. This calculator shows estimated gross preparation-fee economics based on the numbers entered. It is not a guarantee of income or profit and does not include taxes, payroll taxes, marketing, staffing, software, bank-product charges, office overhead, refunds, chargebacks, compliance costs, or other business expenses. Actual backend fees, splits, incentives, and eligibility are subject to current program terms.

Direct clients

Your direct returns model the prep fees you keep as the ERO, less the backend fee entered for each return.

Team leverage

For team returns, the calculator subtracts the preparer payout and backend fee, then shows the remaining estimated ERO margin.

Investment recovery

The break-even estimate uses your blended ERO earnings per return to show how many returns could cover the $497 mentorship investment.

ERO Mentorship

A roadmap, not just access.

The mentorship is built for entrepreneurs who want to run their office efficiently, understand the business side, and have someone experienced to lean on while they grow.

You are not just purchasing information. You are getting a framework for operating, improving, and scaling your tax business.

Mentorship Investment
$497

Includes ongoing monthly mentorship for program participants.

Monthly mentorship
Office efficiency guidance
Business systems support
Growth strategy and accountability

Program features, incentives, fee reductions, software access, and eligibility are subject to current program terms and production requirements.

Tayler Davis
Learn from someone who built from the ground up

Why Tayler created this roadmap.

I know what it feels like to start with ambition and have to figure out the next step while life is still happening. I started in sales, earned national recognition as a top sales performer, and moved from an entry level opportunity into business ownership at 21.

Over the years I have built businesses across tax, credit, and insurance, including a six figure credit repair business during the pandemic. I have spent nine years in the tax industry and three years operating as a service bureau owner. Today, I also work as a Licensed Insurance Advisor and continue developing as an entrepreneur, trainer, and speaker.

I am a mother of three, and the reason I keep building is bigger than me. I want to create businesses, systems, and opportunities that can outlive one generation. That same mindset is what I bring into mentoring EROs.

9 YearsTax industry experience
3 YearsService bureau leadership
6 FiguresBusiness building experience

Tayler is currently pursuing a BA in Business Leadership with an anticipated 2028 completion and is participating in Farmers’ Protégé Program toward agency ownership. She also participates in speaking engagements focused on insurance and entrepreneurship.

Who this is for

Built for the ERO who wants more than a backend.

A

New EROs

You want a proven roadmap, clear systems, and guidance while you learn how to operate your office.

B

Growing offices

You are producing volume and want better structure, stronger operations, incentives, and a backend that supports growth.

C

ERO owners ready for alignment

You are done being unsupported, locked out, or treated like a number and want to work with a service bureau built on integrity.

Your next level starts with the right backend

Build with people who want to see you win.

Apply for the EZ FILE NOW ERO opportunity and learn how our mentorship, systems, volume incentives, and service bureau support can help you grow with more clarity.

Apply Now
Ready to Build With Us?

Apply for the EZ FILE NOW ERO Opportunity

Complete the application below so we can learn more about your tax business, goals, and where you are in your ERO journey.

EZ FILE NOW · Build. Protect. Grow.
No income level, fee reduction, incentive, business result, software availability, insurance placement, or ownership outcome is guaranteed. Eligibility, pricing, incentives, and program access may vary by production, carrier, software, compliance, and program requirements.