EFIN Qualifer Survey

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Why the EFIN Qualifier Survey Matters

By completing the EFIN Qualifier Survey, you’re giving us the full picture of your current setup, goals, and IRS credentials.

This isn’t just paperwork — it’s the blueprint we use to curate the right platforms, systems, and opportunities that match your vision and position you for your next level of success.

Your answers will allow us to:
✅ Recommend the tools and resources that align with your goals
✅ Build a tailored growth plan, not a one-size-fits-all setup
✅ Connect you with the right partnerships, platforms, and support systems for where you’re headed — not just where you are

Your success starts here.
Let’s make sure the foundation is right.

Full Name *

Email *

Phone *

State

City

What types of tax returns do you currently file? (Select all that apply.) *

How many returns did you file last year? *

Are you interested in offering bank products to help clients get refund advances and defer payment for tax services? *

Do you currently own or are you seeking to become a Service Bureau? *

Why are you interested in working with TMB as your Service Bureau? *

Freshman ERO

If you’re ready to launch your tax business but don’t want to drown in complicated setups, TaxSlayer Pro is your perfect starting line.

✔️ Beginner-Friendly, but Built for Growth – Easy navigation now, with advanced options when you’re ready to scale.
✔️ Affordable Entry, Big Business Energy – Keep costs low while delivering professional-level service.
✔️ Guided Workflows – Step-by-step processes that help you learn as you earn.
✔️ Mobile & Office Ready – Work from anywhere with cloud access, or keep it classic with desktop software.
✔️ Support When You Need It – You’re never left hanging; real

Business Tax ERO Plus

You’re already processing a business returns—so why not streamline your operation with the software built for heavy hitters like you?

OLT – Cloud-Based Convenience

No downloads required—work from anywhere, anytime.
Perfect for rapid return processing with minimal setup.
Great for volume-focused tax offices looking for speed and simplicity.

No Banks. No Wait. Just Business

Ready to Take Control Without the Extra Overhead?

If you’re looking for a streamlined, cost-effective way to run your tax business without the hassle of bank product compliance, our Direct-to-Software Access is designed just for you.

✔️ Perfect for preparers who collect payment upfront or through simple invoicing.
✔️ Skip the lengthy applications and compliance paperwork—onboard in one click.
✔️ Keep your business lean, focused, and fully in control.
✔️ Immediate software access—no waiting, no approvals, just results.

This is the fastest way to get up and running today.

👉 Click Here to Access Your Software Now – No Bank Products, No Delays

🏢 Are You Running a Service Bureau? Let’s Talk Strategy.

Managing multiple preparers and offering bank products means you’re playing at a higher level—and we’re here to help you win. Let’s talk about how to maximize your profits, streamline your operation, and position your bureau for unstoppable growth.

In your private strategy session, we’ll cover:
✔️ Revenue-sharing models that make sense for your businesWhy are you interested in working with TMB Tax Bureaus
✔️ Custom software solutions for you and your team
✔️ Efficient onboarding and compliance support
✔️ How to increase your bank product profitability this season

This is your moment to scale smarter, not harder.

👉 Book Your Private Strategy Session Now

Let's Get Started

✨ Choose Your Program Below and Let’s Get You Started!

Whether you’re just starting out or running a high-volume tax operation, we’ve got the perfect solution for you. Pick your path and start today—no delays, no hassle.

🚀 Starter-Friendly

✔️ TaxSlayer Pro – Perfect for beginners ready to launch and grow fast.

🌐 Business Returns In The Cloud C

✔️ OLT – Work from anywhere with no downloads required. Great for fast, high-volume processing.

💼 Advanced Filers & Complex Returns

✔️ TaxWise – Ideal for Nonprofits (990), C-Corps (1120), and Partnerships. Download required for full control.

Hit Select and we’ll handle the rest. Onboarding is fast, simple, and you’ll be working in no time!

Choose Your Software

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