Part of the MetaTaxPro Operating System · Step 3
Stop chasing money —
track results, reward performance,
and let money chase you.
Built by someone who almost lost everything until he built the system himself. Production Protocol is the operating system every ERO needs but nobody teaches.
Free for MetaTaxProSB software users. Unlimited preparer seats included.
I almost lost everything I actually wanted.
For years, I was flying high. I built multiple tax offices, then a service bureau that grew to dozens of locations. From January to April, the money poured in — hundreds of thousands of dollars a year.
And I spent every dollar of it.
By October, I'd be scraping by. Married, with kids, making more money than most people ever see — and I couldn't pay a phone bill, buy my son a car, take my kids school shopping, or put my family in a home of our own. I looked around my own neighborhood and realized people making a fraction of what I made were living better than my family was, simply because they had discipline I didn't.
Then, six months pregnant with our fifth child, my wife filed for divorce.
That was the moment everything had to change. Not my income. Me.
Nearly a decade later, my wife and I are back together. We rebuilt the company from the ground up and named it MetaTaxProSB. Today we support over 30 offices — and we built something no one gave us when we needed it most: a real system that turns production into lasting income, not just a good season followed by $40,000 weekends in Vegas and broke by fall.
That system is Production Protocol.
You're not lazy. You're not bad at this. You're just on an island.
If you're in your first or second year as an ERO, here's what nobody tells you:
You got the software, maybe even for free. But free software with no accountability is a setup, not a gift.
You're setting goals because someone told you to set goals — not because you know exactly what daily actions get you there.
Tax season money comes in fast. If nobody teaches you how to hold onto it, it leaves just as fast. You already know the feeling of watching your bank account climb in April and disappear by November.
You're trying to recruit and manage preparers with no real training on how to build a team that competes, grows, and actually shows up.
This isn't a "you" problem. It's an isolation problem. You're capable of far more than you're currently producing — you just don't have the system, the tracking, or the support to get there.
Real Results
The system that's already put real money back in real people's pockets.
We didn't build Production Protocol in a classroom. We built it running our own offices, then handed it to the EROs in our network — and it worked.
One ERO left her $45,000/year teaching job to run her office full-time. In her second year, she hit her production goal and unlocked $45,000 in Doc Prep Fee distributions — replacing her entire former salary, with production bonuses alone.
Another ERO used to go broke every November and need a bailout just to make it to the next season. After implementing the Doc Prep Fee Hold, she received $23,000 in July and $14,000 in November — enough to stabilize her life and fund a coffee shop on the side.
Offices that implement our KPI Boards have doubled production — not by working harder, but by finally seeing, day by day, exactly what actions move the needle.
This isn't theory. It's what happens when production tracking, financial discipline, and real coaching finally work together.
The System
What's inside Production Protocol
The Closing Framework
The exact 5-step conversation system built from years on the front lines — from a car dealer's Ups List to becoming one of the top insurance sales agents in Texas. Meet people where they are, plant the seed, recommend with precision, follow through, and ask for the referral at the right moment. Taught step by step, not left to guesswork.
The KPI Board System
Track production by number or by dollar — your choice. See exactly what daily habits are required to hit your season goal, and give your preparers the same visibility so they compete, push each other, and stay on track without you micromanaging every conversation.
The Doc Prep Fee Hold
The financial discipline mechanism we built out of our own hardest lesson: production-linked fee releases in July and November that reward you for hitting your goals — and protect you from the boom-and-bust cycle that put our own founder's marriage and business on the line.
In-Season Coaching
Direct support as the season heats up — regional coaching, KPI-based check-ins, and AI-driven daily texts that tell you exactly where you're trending against your goal and what to do next.
The Community
You're not on an island anymore. Join a network of EROs building real businesses, sharing what's working, and pushing each other toward numbers you couldn't hit alone.
Unlimited Preparer Seats
Bring your entire team in. Every preparer you hire gets access to the same training and KPI tracking — no per-seat fees, no excuses for a preparer being "untrained."
Investment
What this actually costs you — and what it costs you not to have it.
Programs like this exist all over the internet for $10,000–$15,000, run by people who've never built what they're teaching. We've been on the other side of those checks.
- ✓Full Closing Framework (5-step system)
- ✓KPI Board System — track by # or $
- ✓Doc Prep Fee Hold (July + November payouts)
- ✓In-Season coaching & AI-driven daily check-ins
- ✓ERO Community network
- ✓Unlimited preparer seats included
- ✓No recurring software fees — ever
For EROs who don't just want to run a better office — but want to build and own their own service bureau. Direct, hands-on access to our founder as you build it. Extremely limited seats.
If you're currently filing 100–500 returns a year and generating $50,000–$250,000 in revenue, the question isn't whether you can afford $1,800. It's what it's costing you every season you go without a real system: missed client opportunities, preparers who burn out and leave, and a bank account that resets to zero every November instead of building toward the life you actually want.
This isn't for everyone. It's for people ready to change the ending.
If you're an ERO stuck between 100 and 500 returns, tired of flying blind, tired of the November reset, and ready to build something that actually compounds year over year — this was built for you.
Enrollment for the current season is open now.
By submitting, you agree to be contacted by a MetaTaxProSB representative. No guarantees of specific income outcomes are made or implied.
New to tax prep? Start with the Certification.
The Preparer Certification ($150, one time) covers the closing framework, KPI tracking, and financial discipline system — the foundation every preparer needs before they're ready to build a team.
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