TRA • STEP 2 OF 5

MENTORSHIP QUALIFIER SURVEY

Bureau Mentorship Qualifying Survey

We’re excited you’re interested in mentorship with TMB. Please take 2 minutes to complete this quick survey. Your answers help us make sure this program is a good fit for where you are in your tax business journey. Honest answers only — this is for YOUR success.

TRA • STEP 2 OF 5

MENTORSHIP QUALIFIER SURVEY

Bureau Mentorship Qualifying Survey

We’re excited you’re interested in mentorship with TMB. Please take 2 minutes to complete this quick survey. Your answers help us make sure this program is a good fit for where you are in your tax business journey. Honest answers only — this is for YOUR success.

© 2026 TRA · Tax Pro Education, a TMB Tax Bureau company. All rights reserved. TRA Live 2026 Mindset Mastery is a mentorship, business strategy, and systems program. The Tax Pro Edition does not include tax software, bank products, or EFIN/PTIN sponsorship. ERO Edition software packages (TaxSlayer Pro, OLT, TaxWise where available) are sold separately through TMB Tax Bureau and are subject to vendor availability and terms. EFIN/PTIN credentials are issued by the IRS and are the member's responsibility. Individual results vary based on effort, experience, market, and execution; no earnings are guaranteed or implied. TRMCRM plan access, dashboards, Training Board, and group sessions remain active while the membership subscription is active. VA services and upgrade layers carry additional fees. Document templates (agreements, letters, WISP, and similar) are provided for informational purposes and customization and should be reviewed by your own attorney before use. Rewards and current offers are subject to change and program terms.