Start with a foundation.
Learn the preparation process, build good habits, and begin preparing under our office with the starter program.
Explore the starter program →A little Halloween spirit ✦ A big next chapter
Halloween at AOA Pro Systems
Ghost the doubt.Build your tax business.
Your next chapter starts with AOA. Explore professional tax software, practical training, and personal support for the path you want to build.
Professional toolsBuilt for real tax-office workflows
Guided supportHelp beyond software access
Growth focusedFrom preparer to office leader
There is a place for you here
Where are you starting?
You bring the vision. Let’s find the program that fits your next step.
Build on what you know.
Looking for training, software access, and a team? Tell us about your experience so we can discuss preparing under AOA.
Discuss my next step →Lead your own office.
Compare a guided business launch with software only access for an established ERO with an active EFIN.
Explore ERO options →Choose your path
Three ways to build with AOA Pro Systems
Start with training and software access, launch an ERO office with guidance, or choose software access for an established ERO.
01
Tax Preparer Business Starter Program
$299program
For beginners starting their own tax-preparation business while preparing returns under our office.
Build your foundation with training, software access, and practical support through tax season.
- Tax-preparation training class
- Software access under our office
- Business-startup guidance
- Due-diligence and client forms
- Tax-season support
02
ERO Business Launch Program
$1,499ERO program
Low back-end fees. Afterpay and payment plans available.
Start or grow your own tax office with a dedicated software sublicense, structure, guidance, and support. Beginners are welcome.
- ERO office setup and onboarding
- Co-branded software
- Up to 15–20 preparer accounts
- Team management and compliance guidance
- Training, mentorship, and tax-season support
03
ERO Software Only
$499software access
You must already have an active EFIN. For EROs who need software access for their own office.
Use AOA Pro Systems software for your own office without enrolling in the full ERO business launch program.
- Dedicated office setup with your EFIN
- Software access for your tax office
- Basic software onboarding
- Full launch training and mentorship are not included
A clear start
From interest to implementation
We help you choose the right program and understand what comes next.
Step 01
Choose your program
Choose the training program, guided ERO launch, or ERO software only option that fits your experience.
Step 02
Complete onboarding
Receive clear setup guidance, expectations, and the resources needed to begin.
Step 03
Grow with support
Move forward with ongoing education, practical systems, and a team behind you.
Meet the founder
Built by a tax professional who believes in purposeful growth.
AOA Pro Systems was founded by Cassandra Medrano to give tax professionals more than access to software. As a business owner, she understands the dedication it takes to turn a vision into a business. AOA stands for Access, Opportunity & Advancement—a reflection of her commitment to making professional tools, practical education, and personal guidance more accessible. Her goal is to help preparers and EROs strengthen their skills, build organized businesses, and move forward with confidence.
You do not have to have every answer on day one. Bring your willingness to learn and a commitment to doing the work. Together, we can focus on building stronger processes, serving clients well, and growing your skills one step at a time.
Cassandra Medrano
Founder · AOA Pro Systems
PurposeClear direction for every stage.
ProfessionalismSystems built for serious growth.
EducationKnowledge that builds confidence.
SupportGuidance when it matters.
A peek inside the learning
Practical lessons. Real office situations.
Explore the kinds of skills covered in AOA training. Training and mentorship are included with the starter and guided ERO launch programs; software only includes basic software onboarding.
01
Build your preparation skills
- Client intake and document organization
- Filing status and dependent questions
- Income, expenses, and Schedule C basics
- When to ask follow-up questions
02
Practice the process
- Due-diligence notes and case discussions
- Software workflow and return review
- Client communication and fee explanations
- Checklists and office resources
03
Prepare to lead
- ERO onboarding and office organization
- Protecting your EFIN and client information
- Team expectations and review workflows
- Building repeatable office systems
ERO leadership topics are part of the guided launch path.
Open a sample class discussion
A client brings income totals—but incomplete expense records.
What questions would you ask? How would you help organize the available records? What needs clarification before the return moves forward?
AOA class discussions connect client conversations, documentation, and review habits so you can practice thinking through the process.
Before you join
Let’s answer your questions.
Do I need tax experience to start?
Beginners are welcome. The Tax Preparer Business Starter Program offers training and software access under our office. Tell Cassandra about your experience so we can discuss the right fit.
Do I need my own EFIN?
The starter path is for preparing under our office. ERO Software Only requires your own active EFIN. For the guided ERO launch, contact Cassandra about your current status and the setup steps that apply before you begin operating.
What is the difference between ERO launch and software only?
The guided ERO Business Launch Program includes business setup guidance, training, and mentorship. ERO Software Only is designed for EROs with an active EFIN who need software access and basic software onboarding.
Are payment plans available?
Payment plans can be discussed directly with Cassandra. The ERO launch program also offers Afterpay. Confirm current availability, terms, and payment instructions before enrolling.
Are there fees beyond the program price?
Program prices are shown above. Additional fees and, where applicable, preparer compensation terms are explained in your agreement. Review the complete fee schedule with Cassandra before enrolling.
Can I participate remotely?
Contact Cassandra to discuss remote training, onboarding, and the office arrangement for your chosen program. Confirm the schedule and requirements before enrolling.
What happens after I inquire?
Cassandra reviews your inquiry and contacts you to discuss your goals, program fit, requirements, and next steps. Enrollment and payment instructions follow that review.
Your next chapter doesn’t have to be scary.
Complete the application below to tell Cassandra about your next steps.
Applications are reviewed before enrollment and payment instructions are provided.
Your next chapter starts here
Join the AOA Pro Systems Team
Start as a preparer, grow your own tax business, or build your skills through training. Tell us a little about yourself so we can help you find your next step.