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Choose your membership
Join the First Klass Family
The ERO Blueprint
499$For preparers ready to step into ownership and run their own office.Valid for 12 months- EVERYTHING in Preparer Program +
- ERO setup guidance (EFIN understanding, structure)
- Pricing strategy + fee setup
- Bank product training (RA, TPG, etc.)
- Office workflow setup
- Client onboarding systems
- Branding your business (logo direction, presence)
- Basic team structure guidance
- 6 weeks of tax education training with your office (optional
- Group Calls/Support
Established Ero
399$For EROs ready to scale, increase revenue, and build a real operation.Valid for 12 months- EVERYTHING in Launchpad +
- Scaling strategies (multi-office / team growth)
- Advanced tax strategies (Schedule C, depreciation, etc.)
- Backend revenue breakdown (SB fees, add-ons, audit protectio
- Marketing expansion (ads, community presence, retention)
- Systems & automation (VA setup, CRM talk, workflows)
- Leadership & team management
- bi-Weekly Group accountability / check-ins
- 6 weeks of tax education with your team (optional)
(1:1 Mentorship) Inner Circle
1,200$Direct access. Personalized strategy. Real results.Valid for 12 months- Everything from ALL tiers +
- 1:1 weekly or bi-weekly calls
- Personalized business audits
- Customized pricing + profit strategy
- Hands-on help with your office
- Priority support (fast response access)
- Branding + positioning guidance
- Real-time problem solving during tax season
The First Klass Franchise Experience
599$For those ready to operate under the First Klass brand and build a real, scalable tax office with full support.Valid for 12 months- EVERYTHING from lower tiers +
- Ability to operate under First Klass brand
- Use of your EFIN (if applicable)
- Office structure + systems
- Backend setup (fees, bank products, workflow)
- Ongoing mentorship + leadership access
- Marketing guidance under your brand
- Community + team environment
- Revenue structure
- 6 weeks of tax education training with your team (optional)
- Free access to all first klass events
- Bi-Weekly Support
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