• M&B Pro Software | Find Your Path

    Not sure which path is right for you? That's what we're here for! Whether you're just getting started, running your own tax business, or ready to grow your team, we've got options. Answer four quick questions, and we'll help you figure out your next move. No long applications, no confusing tax talk. Just a starting point that makes sense for YOU. Powered by Partnership. Built for Growth.
  • 1. First things first! Where are you in your tax business journey?*
  • 2. What's your biggest goal for your tax business right now?*
  • 3. How much experience do you have preparing taxes?*
  • 4. Which best describes your tax business right now?*
  • 5. Do you currently have your own EFIN? (An EFIN is the number the IRS gives businesses approved to electronically file tax returns. It's different from your PTIN, which identifies you as a paid tax preparer.)
  • Format: (000) 000-0000.

  • You're almost there! 🎉

    Once you submit your answers, our team will review them and help you explore the M&B Path that makes the most sense for your goals.

    No pressure. No guessing. Just the right support for where you are and where you're headed.

    Powered by Partnership. Built for Growth.

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