Name
*
First Name
Middle Name
Last Name
E-mail
*
example@example.com
Instagram/Facebook handle(s)
*
Phone Number
*
-
Area Code
Phone Number
Do you currently have a PTIN?
*
Yes
No
In Process
PTIN
Are You Currently an ERO?
*
Yes
No
EFIN
How many seasons have you filed as a preparer?
*
0 seasons
1 season
2–3 seasons
4+ seasons
Are you currently under an ERO?
*
Yes
No
Are you operating independently?
*
Yes
No
2025 Season: How many returns did you prepare that were accepted?
*
Are you willing to be audited on your own work and defend your positions with documentation?
*
Yes
No
Do you have a system for document collection (portal/upload/checklist)?
*
Yes
No
Have you ever filed a return where you “weren’t fully sure” but submitted anyway?
*
Yes
No
Have you ever “adjusted numbers” to increase refund or qualify for a credit?
*
Yes
No
Are you willing to decline clients who refuse documentation?
*
YES
NO
Required Checkbox Group (must check all):
*
I understand ERL operates under strict compliance and audit-ready standards.
I acknowledge refund chasing and aggressive credit positioning do not align with ERL.
I commit to filing only returns I can support with documentation.
I commit to declining any strategy/client request that compromises integrity.
I accept refund reductions when required for compliance.
I understand ERL has zero tolerance for misrepresentation or filing without documentation.
I understand removal may occur without refund for violations.
I understand that this mentorship program requires compliance with IRS standards and ethical filing practices. I agree to follow all due diligence and compliance procedures.
I understand that failure to follow compliance procedures may result in removal from the program without refund.
I understand that I am responsible for completing all remaining installment payments regardless of participation.
Why did you choose this mentorship tier?
*
What are your income goals for the 2026 season?
*
Are you prepared to complete the Academy by September 30, 2026?
YES
NO
Signature
*
Mentorship Package Selected
*
Please Select
Light $497 Team/ $797 Non Team
Extended $697 Team/ $997 Non Team
Standard $997 Team/ $1497 Non Team
Premium VIP $1497 Team/ $2497 Non Team
ERO Elite $2497-$4997 Team / $4997 - $9997 Nonteam
Screenshot upload of purchase confirmation (VERY IMPORTANT)
Browse Files
Cancel
of
Payment Option
*
Please Select
Pay in Full
Split in 6
Date Of Purchase
-
Month
-
Day
Year
If Split in 6: First payment date
Are you payment-ready within 72 hours if accepted?
*
Yes
No
I acknowledge that all payments are non-refundable and that I agreed to the mentorship terms and chargeback policy at checkout.
*
YES, FULLY ACKNOWLEDGED
Signature
Date
*
-
Month
-
Day
Year
Date
Submit
Submit
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