NON - PARTNER

MENTORSHIP

PROGRAM

Our ERO Mentorship Program is designed for tax professionals ready to operate independently under their own EFIN. You don’t need to be partnered with Cowan Tax & Financial Services to join. We’ll guide you step-by-step through managing your own office, staying IRS-compliant, handling team operations (if needed), and confidently running your business as a registered ERO. Whether you're new to the role or transitioning from a PTIN setup, this mentorship will help you build structure and success around your brand.

Stop guessing and start growing — join our ERO Mentorship Program and build your tax business the right way!

  • SOCIAL MEDIA MARKETING STRATEGIES

  • OFFLINE MARKETING STRATEGIES

  • HOW TO START A SUCCESSFUL TAX BUSINESS

  • BRANDING YOUR BUSINESS STRATEGIES

  • EFFECTIVE OPERATING SYSTEMS

  • HOW TO BUILD A TEAM OVER 100 TAX PROFESSIONALS

  • PLANNING FOR THE SEASON STRATEGIES

  • HOW TO GROW YOUR BUSINESS TO 6-FIGURES

  • BUSINESS STRATEGIES

  • HOW TO CREATE A SUCCESSFUL SERVICE BUREAU BUSINESS

  • HOW TO BUILD A STRONG TEAM

  • HOW TO BUILD EFFECTIVE SYSTEM AND PROCESS

  • CONTRACT AND AGREEMENTS

  • HOW TO BUILD AND TRAIN YOUR TEAM

  • HOW TO AUTOMATE YOUR BUSINESS

  • HOW TO EXPAND YOUR SERVICES BUREAU BUSINESS

  • HOW TO TRAIN YOUR VIRTUAL ASSISTANCE

  • HOW TO RECRUIT NEW PARTNERS

  • RECOMMEND TAX COURSES

  • HOW TO CREATE AN ONLINE UNIVERSITY

  • HOW TO SET UP YOUR COMPANY PAYROLL

  • PICK THE CEO BRAIN

  • Q/A

HOW IT WORKS?

Our one-on-one ERO coaching gives you a personalized game plan to launch and grow your tax business. In just 4 simple steps, you’ll get the clarity, confidence, and expert support to build a profitable, legit operation.

QUICK LINKS

ABOUT US

IRS.GOV

1-ON-1 COACHING

MENTORSHIP

THANK YOU FOR CHOOSING COWAN TAX & FINANCIAL SERVICES!

We’re dedicated to helping you achieve your goals, whether it’s starting your dream business, finding the perfect work-from-home opportunity, or simplifying your tax journey. Your success is our priority, and we’re grateful to be part of your journey. Let’s grow together!

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