LIVE WEBINAR: MAY 6TH | 7PM
Building a 6-Figure Financial
Services Business as an ERO
Your PTIN Can Generate Income 365 Days a Year.
Most Tax Preparers Don't Know How. We're Going to Change That.
If you've built a tax business or you're ready to, this training will show you
how to stop depending on four months of income and start building a full-year financial services practice.
No additional degrees. No starting over. Just the structure you're missing.
The tax industry doesn't slow down in May. Your income shouldn't either.
In this 90-minute live webinar, you will learn:
✦ The three ways to get started with Integrity Financial Services At the end of this training, you'll see the exact packages we've built to support EROs at every stage — from first-year launch to full-scale buildout.
✦ How to build a real business — not just a seasonal hustle Systems. Branding. Automation. Referral architecture. We'll walk through what makes a tax professional's practice function like a business 12 months a year.
✦ Trucking Tax Compliance: the recurring revenue model most preparers overlook The trucking industry has mandatory annual tax filings, IFTA reporting, and compliance requirements that create a consistent, year-round client base. If you're not working this niche, you're leaving repeat business on the table.
✦ Loan Signing & Notary: the fastest-moving income stream available to service professionals Low barrier. High demand. Fast cash flow. Loan signings are one of the most underutilized income streams for tax professionals who want to generate revenue between filing seasons.
✦ How to add Life Insurance to your service stack without becoming an agent from scratch Your tax clients are already asking financial questions. Life insurance is the most natural extension and one of the most consistent commission structures in financial services.
✦ The ERO Elevation Method™ a four-pillar framework for building year-round income This is the system Integrity Financial Services built to move tax professionals from seasonal operators to full financial services providers. It's not theory. It's a structure.
✦ Why your ERO status is worth far more than you're using it for Tax preparers have built-in credibility, an existing client base, and financial trust that most professionals spend years trying to earn. We'll show you exactly what you're sitting on.
This training was built for:
The preparer who's been doing taxes for 1–5 years and knows there's more money in the industry than what they're currently making but isn't sure where it is or how to access it.
The beginner who wants to start a tax business with a full picture of what the opportunity looks like not just the filing side, but the full financial services model.
The side hustler who needs income that doesn't stop in April and is looking for structured, sustainable ways to extend their earning period without starting a completely different business.
The entrepreneur who wants to build a recognized, trusted financial services brand with their name on it, their clients in it, and their systems running it.
The existing ERO who knows they're undercharging, under-serving, and under-earning relative to the trust their clients already have in them.
Four pillars. One system. Year-round income.
Pillar 1
Expand Your Service Stack Life insurance, loan signings, trucking compliance. Three income streams that your existing clients already need. Add them without rebuilding your business from scratch.
Pillar 2
Leverage Your ERO Status You already have the credibility, the compliance knowledge, and the financial trust. Most financial professionals spend years building what you already have. We'll show you how to use it.
Pillar 3
Build Year-Round Revenue A real business doesn't close in April. We'll map out a 12-month revenue calendar — what you offer, when, to whom, and how much.
Pillar 4
Scale with Systems CRM automation, workflow architecture, team structure. The difference between a busy preparer and a business owner is systems. We'll show you how to build them.
Why Integrity Financial Services?
We're not a tax training program that discovered marketing.
We're a financial growth ecosystem that built a tax training program because we recognized that tax preparers are uniquely positioned to serve their communities at a much deeper level than they're currently being equipped to do.
At Integrity Financial Services, we built an end-to-end system: credit repair, life insurance, investments, annuities, CRM automation, and tax business development. Every service connects. Every client relationship deepens over time.
When you build inside the Integrity ecosystem, your tax client isn't just a W-2 filer. They're a person who needs credit repair, life insurance, retirement planning, and financial guidance. You become the professional they call for all of it.
We bring:
Structured training, not YouTube tutorials
Real mentorship from professionals operating in this space
Automation systems that run your business while you focus on clients
A referral and revenue network that extends beyond tax season
A framework tested across multiple service categories
We don't train tax preparers. We build financial professionals.
About Marquette ThomasRufus
Marquette ThomasRufus is the founder and CEO of Integrity Financial Services , a multi-service financial growth ecosystem offering credit repair, life insurance, investments, CRM systems, and tax business development under one structure.
Integrity was built on the premise that financial structure is the foundation of everything and that the people closest to their communities (including tax preparers) are best positioned to deliver it, when given the right tools and support.
This training is the result of years of watching talented tax professionals undercharge, underserve, and underperform not because of a lack of skill, but because of a lack of system.
The ERO Elevation Method™ is the answer to that gap.
Here's the exact sequence:
Step 1
Register (60 seconds) Click the button below. Enter your name and contact. You're in.
Step 2
Check your email and text Your confirmation arrives immediately with your access link, calendar options, and a short pre-work prompt to help you get more out of the training.
Step 3
Show up on May 5 at 7:00 PM Log in from wherever you are. The room opens at 6:50 PM. We go live at 7:00 PM sharp.
Step 4
Learn the ERO Elevation Method™ 90 minutes of real information: the framework, the service stacks, the income model, and the systems behind a full-year financial services practice.
Step 5
Choose your path At the end of the training, you'll see three structured packages. Each one is a different entry point into the Integrity ecosystem. You'll know which one fits before we present the price.
Included When You Register
The Tax Preparer's Income Playbook
A step-by-step guide showing you how to identify and start offering additional income streams from your existing clients even if you've never done it before.
Simple, clear breakdown of each income stream and how to get started
Beginner-friendly strategies with no prior experience required
Immediate action steps you can implement before the training ends
Webinar Details:
MAY 6TH | 7PM
LIVE VIA ZOOM
Your PTIN was the first step.
This is the next one.
Tax preparation is not a seasonal job unless you treat it that way.
We're going to show you how to treat it like what it actually is: the front door to a full financial services practice.
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