Transform your tax business with our programs
Discover how Scale Up With Bonnie Tax Network offers a unique path to building a profitable and scalable tax business. Our programs go beyond basic tax preparation, focusing on true business growth and financial independence.
Our program highlights
Unlike other programs, Scale Up With Bonnie Tax Network empowers you to build your own tax business from the ground up. We provide comprehensive training, dedicated mentorship, a supportive community, and robust systems, all with a one-time fee and no annual renewal. Experience an all-in-one ecosystem designed for your success.
Build your own tax business
Our unique approach focuses on establishing and scaling your entire tax business, not just preparing returns.
Mentorship and community
Benefit from expert mentorship and connect with a supportive community of like-minded entrepreneurs.
All-in-one ecosystem
Access training, systems, and tools all within one ecosystem, with a single fee and no hidden costs.
Who benefits from our programs?
Our programs are designed for both beginners aspiring to enter the tax industry and experienced professionals looking to scale their existing tax businesses. Everyone can achieve financial freedom and build generational wealth.
PTIN holder training
For beginners who want to become paid tax professionals, this program covers everything from understanding the tax industry to client intake, tax software training, and building confidence in pricing your services. Learn about PTIN setup, IRS compliance, tax preparation fundamentals, common credits, and small business tax basics. Master e-filing procedures and avoid common mistakes while creating a professional client experience and exploring year-round tax planning opportunities.
ERO (Electronic Return Originator) training
Learn how to become an authorized IRS ERO and run a compliant tax office. Understand what an ERO is, why it matters, and navigate the IRS EFIN application process, including fingerprinting and suitability requirements. This training covers IRS compliance standards, security plans, data protection, identity verification procedures, fraud prevention, managing electronic filing, and bank product basics, along with IRS due diligence requirements.
