Master tax preparation, grow your business, access premium software, and join a thriving community of successful tax professionals.
Premium Tax Education Platform
Everything you need to launch, grow, and scale a profitable tax business — all in one elite academy.
Structured curriculum from foundational prep to advanced ERO mastery — built for real-world tax practice and IRS compliance.
Proven systems, SOPs, and strategies to help you build a thriving, scalable tax firm from the ground up — or take it to the next level.
Access to an IRS-authorized ERO and licensed tax professional with direct coaching, mentorship, and an engaged community network.
Premium software packages, SOPs, checklists, WISP templates, and downloadable tools unavailable anywhere else — your edge in the market.
A comprehensive 6-week, 92-lesson program covering every aspect of operating a compliant, profitable Electronic Return Originator firm — taught by Melanie Jones-Rivers, licensed ERO and IRS CAF-authorized tax professional. ERO partners receive free access to the ERO Community.
Gain foundational tax preparation skills and the opportunity to prepare returns for Simply Royal Tax Services. This path comes with hands-on experience, real clients, and professional mentorship from season one.
Learn tax preparation on your own schedule with our comprehensive self-paced curriculum. Perfect for anyone looking to enter the tax industry, build a new skill set, or start their own practice.
Access industry-leading tax software through the Simply Royal service bureau — built for EROs who demand reliability, support, and profitability.
TaxSlayer Pro & OLT Pro — industry-trusted platforms with full ERO capabilities
Banking Partners — Refund Advantage, Republic Bank, and Santa Barbara TPG
Four Enrollment Tiers — Bronze through Diamond, scaled to your business
Full Onboarding Support — dedicated setup, training, and ongoing ERO guidance
Professional-grade tools, templates, and guides designed to elevate your tax practice and keep you ahead of compliance requirements.
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On Sale
14-page compliance eBook with SOPs and fillable checklists covering HOH, EITC, CTC and more.
IRS Required
IRS-required Written Information Security Plan plus SOP templates — ready to customize for your firm.
Advanced Training
Advanced training for tax professionals on Schedule C preparation, compliance, and client management.
Free Download
Everything you need to be fully prepared before tax season hits — download free today.
Choose the community that matches your tax journey — and surround yourself with professionals who are serious about success.
Perfect for new and aspiring tax professionals looking to learn tax preparation, gain confidence, receive continuing education, and connect with a supportive network of preparers. Simply Royal Tax Services preparers receive free access and enjoy all ERO community features except business setup guidance.
Designed for experienced tax business owners and Electronic Return Originators who are ready to scale, automate, increase profitability, and build a thriving tax firm. Simply Royal ERO partners and ERO Mastery enrollees receive free access.
Simply Royal Tax Academy completely transformed how I run my practice. The ERO Mastery program gave me every system, every SOP, and every tool I needed to operate professionally from day one.
I enrolled in the software package through Royalty Tax Pro and my first season I processed over 200 returns. The support and banking partner access were game-changers for my business.
Simply Royal Tax Academy is the real deal. The coaching, the content, and the community kept me accountable and helped me land my first ten clients in my very first tax season.
The Due Diligence Toolkit alone saved me hours every filing season and gave me total confidence in my client interviews. Worth every dollar and then some.
You do not need a PTIN to enroll in most courses. However, to prepare and sign federal tax returns for compensation, an IRS-issued PTIN is required. We guide you through obtaining one as part of the academy curriculum.
An ERO (Electronic Return Originator) is an IRS-authorized individual or firm that electronically submits tax returns. The ERO Mastery program is designed for tax professionals who have their EFIN and are ready to operate and scale a compliant, profitable tax firm. If you're still obtaining your EFIN, the PTIN Community is your ideal starting point.
The Royalty Tax Pro Service Bureau provides tax software, banking partner access, and ongoing ERO support under the Simply Royal umbrella. You choose from four tiers (Bronze through Diamond) based on your volume and needs. This model allows you to operate as an independent ERO while benefiting from the infrastructure, relationships, and support of our established bureau.
Some resources are included with specific course tiers, while others are available as standalone purchases. The First-Year Preparer Compliance Checklist is available for free. Visit the Digital Products page or contact us for a full breakdown of what's included with your chosen program.
You can reach us at simplyroyaltaxacademy.com/contact or by calling 877-688-7961. We respond to all inquiries within one business day.
Book a one-on-one call with our team and get clarity on which program, software package, or resource is the right fit for where you are in your tax business journey.
Software Onboarding Consult — walk through Royalty Tax Pro tiers and find your best fit
Course & Program Guidance — get a personalized recommendation based on your experience level
No Pressure, All Value — leave with clarity on your next step, regardless of enrollment
Join Simply Royal Tax Academy today and gain the education, tools, community, and software you need to succeed — on your terms.
