Free Live Webinar for Tax Professionals
The ERO Profit Audit

Your Tax Office May Be Making Money.
But How Much Are You Quietly Losing in Back-End Fees?

Join The ERO Profit Audit to discover what your current software arrangement may really be costing you — and how Echelon Tax Pro helps tax professionals build more profitable, supported, and sustainable businesses.

[WEBINAR DATE]
[WEBINAR TIME] [TIME ZONE]
Hosted by Davia Montgomery
Reserve My Free Seat Free live training. No obligation. Built for serious tax professionals.
Sample Profit Audit Illustrative Example
Back-End Fee Per Return $89
Funded Returns 1,000
Estimated Annual Fees $89,000
Potential Savings Identified $70,000+
Illustrative audit example. Individual results are not guaranteed.
The ERO Profit Audit

Your Tax Office May Be Making Money. But How Much Are You Quietly Losing in Back-End Fees?

Join The ERO Profit Audit to discover what your current software arrangement may really be costing you — and how Echelon Tax Pro helps tax professionals build more profitable, supported, and sustainable businesses.

Sample Profit Audit Illustrative Example
Back-End Fee Per Return $89
Funded Returns 1,000
Estimated Annual Fees $89,000
Potential Savings Identified $70,000+
Illustrative audit example. Individual results are not guaranteed.
[WEBINAR DATE]
[WEBINAR TIME] [TIME ZONE]
Hosted by Davia Montgomery
Reserve My Free Seat Free live training. No obligation. Built for serious tax professionals.
Where Profit Quietly Disappears

Those "Small" Fees May Not Feel Expensive — Until You Multiply Them Across Hundreds of Returns.

Most tax professionals know what they charge their clients. But many do not know exactly how much they are losing through back-end and auxiliary fees quietly deducted from every funded return.

Service Bureau Fees

Transmitter Fees

Document Preparation Fees

Technology Fees

Audit Protection Charges

Identity Protection Charges

Other Auxiliary Fees

A fee that looks small per return can quietly become thousands of dollars in lost profit by the end of the season.
Where Profit Quietly Disappears

Those "Small" Fees May Not Feel Expensive — Until You Multiply Them Across Hundreds of Returns.

Most tax professionals know what they charge their clients. But many do not know exactly how much they are losing through back-end and auxiliary fees quietly deducted from every funded return.

Service Bureau Fees

Transmitter Fees

Document Preparation Fees

Technology Fees

Audit Protection Charges

Identity Protection Charges

Other Auxiliary Fees

A fee that looks small per return can quietly become thousands of dollars in lost profit by the end of the season.
Documented Case Study

One ERO Discovered More Than $70,000 in Potential Savings

[Redacted case-study image or supporting documentation will be placed here]
Current Provider Structure
Cost Per Funded Return$___
Total Funded Returns___
Estimated Annual Fees$___
Alternative Structure
Estimated Annual Fees$___
Potential Difference$70,000+

This case study is provided for educational purposes. Savings vary based on return volume, provider pricing, services, and individual business circumstances. Results are not guaranteed.

Reserve My Free Seat
Documented Case Study

One ERO Discovered More Than $70,000 in Potential Savings

[Redacted case-study image or supporting documentation will be placed here]
Current Provider Structure
Cost Per Funded Return$___
Total Funded Returns___
Estimated Annual Fees$___
Alternative Structure
Estimated Annual Fees$___
Potential Difference$70,000+

This case study is provided for educational purposes. Savings vary based on return volume, provider pricing, services, and individual business circumstances. Results are not guaranteed.

Reserve My Free Seat
What You'll Walk Away With

Inside The ERO Profit Audit, You'll Learn How To:

Identify common fees hidden inside your current software arrangement

Calculate your true cost per funded return

Estimate your total annual back-end fees

Compare your current provider against an alternative fee structure

Understand the documented $70,000 savings case study

Evaluate software beyond surface-level features

Start or strengthen an independent tax company

Build better systems for business, family, and personal time

Use accountability, leadership, mindset, and boundaries to grow sustainably

What You'll Walk Away With

Inside The ERO Profit Audit, You'll Learn How To:

Identify common fees hidden inside your current software arrangement

Calculate your true cost per funded return

Estimate your total annual back-end fees

Compare your current provider against an alternative fee structure

Understand the documented $70,000 savings case study

Evaluate software beyond surface-level features

Start or strengthen an independent tax company

Build better systems for business, family, and personal time

Use accountability, leadership, mindset, and boundaries to grow sustainably

Signature Live Experience

Want Your Numbers Audited Live During the Webinar?

One selected attendee may receive a complimentary live back-end fee audit using fully redacted figures submitted in advance.

Total Back-End Fees

Cost Per Funded Return

Estimated Annual Impact

Potential Savings

Apply for the Complimentary Live Audit

Selection is not guaranteed. All taxpayer, banking, EFIN, and confidential business information must be removed before submission. A signed release may be required if any figures are presented during the live webinar.

Signature Live Experience

Want Your Numbers Audited Live During the Webinar?

One selected attendee may receive a complimentary live back-end fee audit using fully redacted figures submitted in advance.

Total Back-End Fees

Cost Per Funded Return

Estimated Annual Impact

Potential Savings

Apply for the Complimentary Live Audit

Selection is not guaranteed. All taxpayer, banking, EFIN, and confidential business information must be removed before submission. A signed release may be required if any figures are presented during the live webinar.

Is This Right for You?

The ERO Profit Audit Was Created for Tax Professionals Who Are Ready to See the Full Picture.

This is for you if you are

  • An existing ERO
  • A tax office owner
  • A preparer ready to become independent
  • An aspiring tax company owner
  • A working professional building a tax business
  • A working mother balancing work, business, and family
  • A high-volume office looking for greater fee transparency
  • A business owner who wants more than software access

This may not be for you if

  • You are not willing to review your current numbers
  • You are only looking for the cheapest software login
  • You are not open to improving your business systems
  • You want guaranteed financial results
  • You are unwilling to take responsibility for your business decisions
Is This Right for You?

The ERO Profit Audit Was Created for Tax Professionals Who Are Ready to See the Full Picture.

This is for you if you are

  • An existing ERO
  • A tax office owner
  • A preparer ready to become independent
  • An aspiring tax company owner
  • A working professional building a tax business
  • A working mother balancing work, business, and family
  • A high-volume office looking for greater fee transparency
  • A business owner who wants more than software access

This may not be for you if

  • You are not willing to review your current numbers
  • You are only looking for the cheapest software login
  • You are not open to improving your business systems
  • You want guaranteed financial results
  • You are unwilling to take responsibility for your business decisions
More Than Tax Software

Most Tax Software Companies Give You a Login.
Echelon Helps You Build the Business Behind It.

Echelon Tax Pro combines professional software, fee transparency, business education, community, personal development, accountability, and practical systems for sustainable growth.

Professional Tax Software

A dependable platform built for real office operations.

Transparent Fee Education

Know exactly what you're being charged, and why.

Business Systems and Strategy

Practical frameworks for running a stronger office.

Accountability and Leadership

Structure and support that keeps momentum going.

Community Support

A network of professionals who understand the work.

Personal Development

Mindset and boundaries built for the long run.

More Than Tax Software

Most Tax Software Companies Give You a Login. Echelon Helps You Build the Business Behind It.

Echelon Tax Pro combines professional software, fee transparency, business education, community, personal development, accountability, and practical systems for sustainable growth.

Professional Tax Software

A dependable platform built for real office operations.

Transparent Fee Education

Know exactly what you're being charged, and why.

Business Systems and Strategy

Practical frameworks for running a stronger office.

Accountability and Leadership

Structure and support that keeps momentum going.

Community Support

A network of professionals who understand the work.

Personal Development

Mindset and boundaries built for the long run.

For the Ones Doing It All

Built for the Mom Building Between Meetings, Pickups, Practices, and Bedtime

You do not need perfect balance.

You need systems, boundaries, automation, delegation, support, and a business that works around the life you are building — not against it.

Morning Responsibilities
Workday
Client Follow-Up
Family Time
Business Planning
Self-Care
For the Ones Doing It All

Built for the Mom Building Between Meetings, Pickups, Practices, and Bedtime

You do not need perfect balance.

You need systems, boundaries, automation, delegation, support, and a business that works around the life you are building — not against it.

Morning Responsibilities
Workday
Client Follow-Up
Family Time
Business Planning
Self-Care
Davia Montgomery
Founder Story

Meet Davia Montgomery

Davia Montgomery created Echelon Tax Pro after seeing that tax professionals needed more than another software provider.

They needed transparency. They needed to understand their numbers. They needed business education, systems, support, and a community that recognized both their ambition and their real-life responsibilities.

  • [YEARS OF EXPERIENCE]
  • [TAX INDUSTRY CREDENTIALS]
  • [BUSINESS EXPERIENCE]
  • [COMMUNITY OR LEADERSHIP EXPERIENCE]

"[FOUNDER QUOTE GOES HERE — a short line on why fee transparency and business support matter.]"

Davia Montgomery
Founder Story

Meet Davia Montgomery

Davia Montgomery created Echelon Tax Pro after seeing that tax professionals needed more than another software provider.

They needed transparency. They needed to understand their numbers. They needed business education, systems, support, and a community that recognized both their ambition and their real-life responsibilities.

  • [YEARS OF EXPERIENCE]
  • [TAX INDUSTRY CREDENTIALS]
  • [BUSINESS EXPERIENCE]
  • [COMMUNITY OR LEADERSHIP EXPERIENCE]

"[FOUNDER QUOTE GOES HERE — a short line on why fee transparency and business support matter.]"

Before You Decide

Watch This Before You Choose Another Tax Software Provider

[VSL EMBED PLACEHOLDER]
Reserve My Free Seat
Before You Decide

Watch This Before You Choose Another Tax Software Provider

[VSL EMBED PLACEHOLDER]
Reserve My Free Seat
In Their Words

What Tax Professionals Are Saying

★★★★★

[Testimonial quote placeholder — replace with a real attendee or client testimonial.]

[Client Name]
[Client Name]
[Role], [Business Name]
★★★★★

[Testimonial quote placeholder — replace with a real attendee or client testimonial.]

[Client Name]
[Client Name]
[Role], [Business Name]
★★★★★

[Testimonial quote placeholder — replace with a real attendee or client testimonial.]

[Client Name]
[Client Name]
[Role], [Business Name]
In Their Words

What Tax Professionals Are Saying

★★★★★

[Testimonial quote placeholder — replace with a real attendee or client testimonial.]

[Client Name]
[Client Name]
[Role], [Business Name]
★★★★★

[Testimonial quote placeholder — replace with a real attendee or client testimonial.]

[Client Name]
[Client Name]
[Role], [Business Name]
★★★★★

[Testimonial quote placeholder — replace with a real attendee or client testimonial.]

[Client Name]
[Client Name]
[Role], [Business Name]
Questions

Frequently Asked Questions

Yes. The ERO Profit Audit is a complimentary live webinar created to help tax professionals better understand software fees, provider structures, and long-term business profitability.
No. The webinar is also appropriate for preparers who are considering becoming independent, aspiring tax office owners, and working professionals building a tax business.
No. The webinar is educational. You will receive information that can help you evaluate your current arrangement and make a more informed business decision.
No. The referenced case study reflects one documented situation. Actual savings depend on return volume, pricing, provider structure, services, and other business factors.
Interested attendees may submit fully redacted provider or fee figures through a secure application. One submission may be selected for a live educational audit. Selection is not guaranteed.
Remove all taxpayer data, Social Security numbers, bank information, EFIN details, account credentials, and other confidential information.
[ADD FINAL REPLAY POLICY HERE]
You will receive confirmation, webinar access instructions, calendar options, and reminder messages before the event.
Questions

Frequently Asked Questions

Yes. The ERO Profit Audit is a complimentary live webinar created to help tax professionals better understand software fees, provider structures, and long-term business profitability.
No. The webinar is also appropriate for preparers who are considering becoming independent, aspiring tax office owners, and working professionals building a tax business.
No. The webinar is educational. You will receive information that can help you evaluate your current arrangement and make a more informed business decision.
No. The referenced case study reflects one documented situation. Actual savings depend on return volume, pricing, provider structure, services, and other business factors.
Interested attendees may submit fully redacted provider or fee figures through a secure application. One submission may be selected for a live educational audit. Selection is not guaranteed.
Remove all taxpayer data, Social Security numbers, bank information, EFIN details, account credentials, and other confidential information.
[ADD FINAL REPLAY POLICY HERE]
You will receive confirmation, webinar access instructions, calendar options, and reminder messages before the event.
Register Now

Reserve Your Free Seat for The ERO Profit Audit

Get a clearer view of what your current software arrangement may really be costing your tax business.

What's included

  • Free live webinar
  • Financial fee audit education
  • Documented case study
  • Business and software evaluation guidance
  • Optional live audit opportunity
Register Now

Reserve Your Free Seat for The ERO Profit Audit

Get a clearer view of what your current software arrangement may really be costing your tax business.

What's included

  • Free live webinar
  • Financial fee audit education
  • Documented case study
  • Business and software evaluation guidance
  • Optional live audit opportunity

You Work Too Hard for Your Profits to Disappear Into Fees You Don't Fully Understand.

Join The ERO Profit Audit and get a clearer view of what your current software arrangement may really be costing your business.

Reserve My Free Seat
[WEBINAR DATE]
[WEBINAR TIME] [TIME ZONE]
Hosted by Davia Montgomery

You Work Too Hard for Your Profits to Disappear Into Fees You Don't Fully Understand.

Join The ERO Profit Audit and get a clearer view of what your current software arrangement may really be costing your business.

Reserve My Free Seat
[WEBINAR DATE]
[WEBINAR TIME] [TIME ZONE]
Hosted by Davia Montgomery
Echelon Tax Pro
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Echelon Tax Pro does not guarantee specific financial, business, or income results. All examples and case studies are provided for educational purposes. Individual outcomes vary based on business decisions, provider pricing, return volume, implementation, market conditions, and other factors.

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