Electronic Return Originator support for tax professionals — helping you get set up and stay compliant to e-file returns on your clients' behalf.
Becoming an Electronic Return Originator opens the door to e-filing returns on behalf of your own clients — but the application and compliance process can be genuinely confusing to navigate alone. We help tax professionals get set up correctly the first time.
From understanding the IRS requirements to actually submitting your application, we walk alongside you through each step, so you're not left guessing what's needed or missing something that delays your approval.
Once you're up and running, staying compliant matters just as much as getting approved — we help you stay current as e-filing requirements evolve.
Tell us where you are in the process, whether you're just starting out or need help fixing an issue.
We assess what's needed for your specific application or compliance question.
Step-by-step support through the application or compliance process.
We remain available as your point of contact for ongoing ERO questions.
Tell us where you are in the process — we'll take it from there.