TMB TAX BUREAU
TMB TAX BUREAU · PREPARE PROGRAM
Prepare under our EFIN. Get AFSP certified. Build a real book. You bring the drive — we bring the credentials, the software, the training, and the clients. Your own clients? You earn even more.
This is for preparers ready to work: fair splits, real compliance backing, and a bureau that actually has your back all season.
70/30
YOUR SPLIT ON CLIENTS YOU BRING
50/50
SPLIT ON HOUSE PROVIDED CLIENTS
50/50
SPLIT ON HOUSE PROVIDED CLIENTS
$274
ON-TIME ONBOARDING INVESTMENT
WHAT'S INCLUDED
AFSP Certification
Your Annual Filing Season Program Record of Completion — included and facilitated through our accredited education partner. Finish season certified, listed in the IRS directory.
1040 Tax Law Training
Real individual tax law instruction, not just software clicks. Learn to prepare accurate, compliant 1040s with confidence.
Prepare under our EFIN
No EFIN? No problem. You prepare under TMB Tax Bureau's authorization with full software access, set up and ready to file.
Compliance & Due Diligence Backing
Every return is compliance-reviewed before e-file. We keep you inside Circular 230 so you build a clean, audit-ready practice from day one.
Client Support & CRM
Lead management, follow-up tools, and bureau support so you spend your time preparing, not chasing.
Bank Product Access
Offer refund-advance and bank products through our partnerships — the options clients ask for, available to you.
THE MONEY
Clients we Provide
50/50
We market, source, and route the client to you. You prepare. We split the tax prep fee evenly. Steady work, no lead-gen required on your end.
Clients you Bring
70/30
Bring your own clients and keep the bigger share — 70% of the prep fee is yours. Your network, your reward. This is how you scale your own book under our roof.
Splits are calculated on the full tax prep fee. The bureau's back-office fees are added to the client's bank product and absorbed by the taxpayer — they never reduce your share. Full detail is in your Preparer Agreement, with a worked example so you always know your number before you file.
REAL NUMBERS
No mystery math. This is a self-sourced client at a $400 prep fee — you split the full prep fee, and the bureau's fees are billed to the client separately.
Your client · 400$ · Prep Fee
Tax prep fee
$400
Your 70% share
$280
Bureau 30%share
$120
Your split is on the full prep fee — the back-office fees ($99 backend, $35 compliance, $75 tech) are added to the client's bank product and absorbed by the taxpayer, so they never come out of your share. On a house-provided client, the same $400 prep fee splits 50/50 ($200 to you). Bank product fees are set by the bank and handled separately.
WHAT WE EXPECT
We hold a high standard because your work carries our EFIN. Here's what it takes to prepare with us.
An active PTIN (or willingness to obtain one before season)
Complete AFSP certification through our program (included — you just do the work)
Pass our interview and readiness assessment
Meet a minimum AFTR assessment score and maintain compliance standards
Follow full due diligence on every return — documentation, Form 7216, engagement agreements, review notes
Respond to clients and leads promptly and represent the bureau professionally
YOUR ONBOARDING
ONBOARDING INVESTMENT
$274
AFSP certification · 1040 training · full setup
One-time onboarding gets you certified, trained, and set up to prepare under our EFIN — cert cost included, no separate education bill.
THE PATH
01
Apply & Interview
Submit your application and complete a short readiness interview with our team.
02
Onboard & Certify
Complete onboarding and your AFSP certification through our included program.
03
Train & Set Up
Work through 1040 tax law training and get your software and CRM configured.
04
Prepare & Earn
Start preparing house-provided and your own clients — and get paid on every filed return.
REAL QUESTIONS
PREPARE WITH THE BUREAU
Certification, software, training, compliance backing, and clients — under one roof, with splits that reward your hustle. Apply, interview, and let's build your season.
© 2026 TMB Tax Bureau. All rights reserved. Prepare With The Bureau is an independent-contractor preparer program. Preparers work under TMB Tax Bureau's EFIN with their own active PTIN and must complete AFSP certification and meet all compliance and due diligence standards under IRS Circular 230. AFSP is a voluntary IRS program administered through an accredited education provider; TMB Tax Bureau facilitates access but is not the provider of record for continuing education. Compensation splits are calculated on tax preparation fees after applicable back-office and bank fees, as detailed in the Preparer Independent Contractor Agreement. Earnings depend on volume, client fees, and individual performance; no specific earnings are guaranteed. Onboarding fees are non-refundable once certification access is issued.
© 2026 TMB Tax Bureau. All rights reserved. Prepare With The Bureau is an independent-contractor preparer program. Preparers work under TMB Tax Bureau's EFIN with their own active PTIN and must complete AFSP certification and meet all compliance and due diligence standards under IRS Circular 230. AFSP is a voluntary IRS program administered through an accredited education provider; TMB Tax Bureau facilitates access but is not the provider of record for continuing education. Compensation splits are calculated on tax preparation fees after applicable back-office and bank fees, as detailed in the Preparer Independent Contractor Agreement. Earnings depend on volume, client fees, and individual performance; no specific earnings are guaranteed. Onboarding fees are non-refundable once certification access is issued.