Your next level needs more than tax knowledge.
Clear Start Pro provides the structure, training, tools, and support behind the tax business you are ready to build.
PTIN Partner
Start prepared with training, structure, and season support.
ERO Partner
Build the systems and operation behind your own tax office.
Service Bureau
Lead and support a growing network of tax professionals.
From interest to season ready.
Choose a Path
Select the PTIN, ERO, or Service Bureau option that matches what you are building now.
Get Set Up
Complete onboarding, software setup, required training, and readiness steps.
Build With Support
Use the systems, resources, and direct guidance throughout the season.
You prepare the returns. We help you build everything behind them.
Choose the path that
matches what you're
building.
Start where you are and get the right structure for where you are going.
Start prepared.
Grow with support.
For tax professionals who want professional software, required training, proven workflows, and season support without managing an entire ERO operation.
Your PTIN Partner path includes
1st YEAR ENROLLMENT
$99
PARTNER COMPENSATION
BASED ON AGREEMENT
Build the office
behind the returns.
For EROs and experienced preparers moving toward ERO ownership who need professional software, operational structure, automation, and dependable support.
Your ERO Partner path includes
ERO PARTNER PACKAGE
$250
OFFICE SPLITS
CUSTOMIZED
Lead the network
behind the offices.
For established EROs ready to support other tax professionals and grow beyond their own return volume with the infrastructure, tools, and guidance to operate a service bureau.
Your Service Bureau path includes
SERVICE BUREAU PACKAGE
$450
GROWTH PATH
LEAD, SUPPORT & SCALE
Choose your path. Build
your next season.
Get the structure, training, tools, and support to move forward with confidence.
What you actually get.
A Clear Starting Plan
Guided onboarding, office expectations, setup priorities, and a readiness plan built around your path.
Required Training
Tax law, client process, business operations, and practical preparation before the season begins.
Office Workflows
Client intake, secure documents, status updates, follow up, SOPs, and team processes.
CRM and AI Workflows
Practical tools that reduce repetitive work and keep the client experience moving.
In Season Guidance
Weekly sessions, direct troubleshooting, and ongoing guidance when the season gets busy.
Professional Tax Software
Reliable preparation and transmission tools are included for the partner path you choose.
I teach the business behind the tax business.
I'm LaQuita Lenard, a tax professional, business strategist, and the founder of Clear Start Pro. My experience in the tax industry has shown me that preparing returns is only one part of building something that can truly grow. I believe tax professionals deserve clear direction, honest support, and room to become strong business owners. Clear Start Pro is an extension of the work I have done for years, helping tax professionals move with greater confidence, intention, and ownership.
Preparation gets you started. Ownership changes what is possible.
Frequently Asked Questions
Clear Start Pro is built for serious tax professionals who are willing to complete required training. Your experience and current production help determine the right partner agreement.
One decision today. A
different season
tomorrow.
Select your path and we will send the correct enrollment or readiness next step.