PTIN + Coaching.

Step 3 of 5

Thank you for your interest in our PTIN + Coaching Program. Please complete step 3 of the 5-step qualification process to becoming a PTIN Tax Pro with TMB Tax Bureau. If you're looking to be your own tax boss instead, click here to get started on the EFIN path.

Full Name *

Phone *

Email *

I have an…. *

Do you have any experience in the Tax Industry?

I would like to *

Please note if you live in Oregon, California, New York or Maryland, you will need to register and meet your respective state requirements.

Can you commit to a minimum 30 hours of training per year? *

Absolutely, my career is important.

I will do the minimum training.

I don’t have the time to spare.

Do you have a mentor? *

Yes, I have an active mentor or coach guiding my career or business growth.

I’ve had a mentor or coach in the past, but not currently.

No, but I am actively seeking mentorship or professional guidance.

No, I do not have or want a mentor at this time.

Please list 2 references *

Upload Resume or CV

TMB diligently adheres to all Federal and state guidelines concerning employee, contractor, and statutory employee regulations. However, for specific inquiries or clarity regarding local or state laws, we recommend consulting the relevant government authorities directly.

© 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.