Frequently asked questions
Questions, Answered Directly.
If your question is not covered here, book a Legacy Strategy Call or send a message through the contact page.
- Who is THE ERO LEGACY SUITE™ built for?
- Two groups. Aspiring EROs who want to enter the tax industry and need the startup requirements organized in one place, and established EROs who already run a practice but need documented systems, team structure, and a way to scale beyond their own hours.
- Is this a course?
- No. It is an operating suite. Training is part of it, but the majority of the value sits in the software platform, the documents, the workflows, and the systems you put into use inside your practice.
- Will this get me an EFIN or PTIN?
- No. The suite provides guidance for the application process and explains what the requirements involve. Approval decisions are made solely by the IRS and are outside the control of Lucy Wells Global LLC.
- What is included with the LWG Software Platform?
- A brand name professional software package, e-filing through the software package's allowance, software tech support, banking partner integrations, paperless-office capability, and cloud access. Availability and features are governed by the software provider's terms, eligibility requirements, applicable regulations, and banking-partner approval.
- Do I need experience to start?
- No. Module 01 begins at the foundation for people entering the industry, while the later modules are written for owners who already have clients and need structure.
- Is there a payment plan?
- Not at this time. THE ERO LEGACY SUITE™ is a single investment of $497.
- Can my team use the materials?
- The documents, procedures, and training resources are intended to be used inside your practice with your team, subject to the intellectual property and license terms.
- Does the suite guarantee income or client volume?
- No. No income, client-count, licensing, banking, or regulatory outcome is guaranteed. Results depend on implementation, experience, market conditions, eligibility, and compliance.
- How do I know whether this fits my current stage?
- Book a Legacy Strategy Call. The conversation is a straightforward review of where your practice is now and whether the suite is the right next step.
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