Two professional-grade packages for Electronic Return Originators. Both include the full Tax Master Software playbook — Platinum simply unlocks more power for offices ready to scale.
Tell us a bit about your office and we'll help you choose the right ERO package — and set your pricing — on a quick 1-on-1 consultation.
✅ You're all set! Now book your 1-on-1 consultation with Melanie — we'll match you to the right package and pricing. Book your consultation →
No hidden fees · Keep 100% of your tax prep fees.
For first-year & new EROs building their own office. Your pricing is set on a quick consultation.
No hidden fees · Keep 100% of your tax prep fees.
For established & higher-volume EROs ready to scale. Your pricing is set on your consultation.
All packages require an active IRS-issued EFIN. If a completed application summary is not provided, the order will be canceled and no refund will be issued.
Not sure which fits your office? Book a consultation and we'll help you decide →
Your choice of two industry-trusted platforms: OLT Pro or TaxSlayer Pro. We'll help you pick the one that fits your workflow during onboarding — both come with the full Tax Master Software playbook behind them.
Your pricing is tailored to your office and set on a quick 1-on-1 consultation — that way you only pay for what fits your volume and goals. Book a consultation and we'll walk you through both packages and your numbers.
Yes. An active IRS-issued Electronic Filing Identification Number (EFIN) is required, along with a completed application summary at onboarding. If you need help obtaining one, our team can guide you through the process.
Both are full ERO packages with the complete Tax Master Software toolkit. Starter is built for first-year and new EROs. Pro is for established, higher-volume offices — it adds priority onboarding, a dedicated account rep, and an ERO bootcamp with one-on-one mentorship. We'll help you pick the right fit and set your pricing on your consultation.
Yes. Both packages support refund transfers and advances through participating third-party banks, so your prep fees are paid the moment refunds fund.
Your yearly renewal is based on your annual production. Surpass your production target for the season and your renewal is waived — and even if you don't, a discounted renewal rate applies, so you will never pay the full package price again. Either way, you keep 100% of your tax prep fees.
Yes — both packages include the Tax Master Software Hub, weekly live training sessions, and group mentorship. The Pro package adds an ERO bootcamp and one-on-one mentorship.
No EFIN, no software purchase, no risk. Work under our office, keep a share of every return, and get full training and year-round mentorship while you grow.
Split the tax prep fee 50/50 on every return — no other fees, ever.
Pay a little more up front and keep even more of every return — 70/30 on the tax prep fee.
"My acceptance rate is flawless and bank products fund fast. Switching to Tax Master Software doubled my fees this season."
"The weekly training and mentorship are gold. I always know my next move and the support team actually picks up."
"My fees dropped and my support went up. Clean software, real people behind it — truly premium."
Book a free consultation and we'll match you to the perfect tier for your office and goals.