PTIN Qualifier Survey

Step 4 of 5

Full Name *

Email *

I own a tax business *

Yes

No

Do you have an EFIN? *

Do you have any sales experience? *

Yes, I have direct sales experience closing deals, meeting quotas, and managing client pipelines.

Yes, I have customer service experience with some upselling or light sales tasks.

No formal sales experience, but I’m confident I could learn and succeed with training.

No, I do not have any sales experience.

No, I really don't like people.

Have you ever received a due diligence audit?

Yes

No

I don't know what that is.

Why are you interested in working with TMB Tax Bureau *

What made you interested in becoming a tax professional? *

I agree to terms & conditions provided by TMB Tax Bureau. By providing my phone number, I agree to receive text messages from the business.

You're Exactly Who We Built This For

Not Aligned Just Yet — But That’s Okay

After reviewing your info, it looks like we’re not the right fit this season. No hard feelings—alignment matters, and right now, we’re just not vibing yet.

Take some time to regroup, grow, and get things in order. You’re welcome to reapply next season when the timing feels right or you can schedule a discovery and we can chat about your specific goals.

We’re rooting for your elevation, either way.

You're EFIN-Qualified —

Let's Take It Further

It looks like you already (or should) operate a tax or financial business, have your own EFIN, or act as an ERO. That means our PTIN program isn’t the right fit—but you’re exactly who we built our advanced options for.

Here’s how you can partner with us at the next level:

Offer your own co-branded software and earn revenue through our Software Affiliate Partnership
Become a Service Bureau through our Graduate Program
Purchase direct ERO Software with no bank product minimums
Or explore our Freshman, Sophomore, and Junior tiers tailored to business owners like you

Click below to explore the options designed specifically for EFIN holders and established professionals.