TRAINING & EDUCATION

Build a Stronger

Tax Team.

Prepare for a Better Tax Season.

THAN BASIC TAX TRAINING

At M&B Pro Software, we provide comprehensive, IRS-approved tax training and continuing education programs designed to help tax professionals strengthen their knowledge, develop their skills, and prepare for the demands of tax season.

TRAINING & EDUCATION

Build a Stronger

Tax Team.

Prepare for a

Better Tax Season.

You've learned how to operate your own tax business. You may have built a team and developed leaders. Now you're ready to expand your impact beyond your own production and organization.

The Bureau Path helps established tax professionals build the systems, infrastructure and support needed to serve other tax businesses without becoming the answer to every question or the person responsible for every task.

IRS-APPROVED TAX TRAINING

IRS CONTINUING

EDUCATION

(CE CREDITS)

LIVE INSTRUCTOR-LED ZOOM TRAINING

BRANDED 20-SEAT EDUCATION PLATFORMS

ADDITIONAL TRAINING SEATS AVAILABLE

IN-HOUSE FINANCING AVAILABLE

LIVE, INSTRUCTOR-LED TAX TRAINING

Expert Instruction.

Interactive Learning.

IRS-Approved Education.

Give your team access to live, instructor-led virtual tax training through Zoom, developed by an Enrolled Agent and approved for IRS continuing education credits.

What Your Team Can Learn

  • Form 1040 Fundamentals — Build a stronger foundation in individual tax preparation.

  • Schedule C & Self-Employment Income — Understand the tax considerations involved in self-employment income.

  • IRS Due Diligence Requirements — Strengthen your understanding of preparer due diligence responsibilities.

  • Ethics & Professional Responsibilities — Reinforce the standards expected of tax professionals.

  • Amended Returns & Tax Extensions — Develop a better understanding of common filing situations.

  • Estimated Tax Payments — Explore estimated tax payment concepts and requirements.

  • Tax Software & Client Intake Workflows — Understand the processes that support a more organized tax preparation experience.

GROUP TRAINING PACKAGES AVAILABLE

For teams of 5, 10, and 20 preparers, with options for longer teams.

Our training earns IRS continuing education credits, with course completion documentation provided.

LIVE, INSTRUCTOR-LED TAX TRAINING

Expert Instruction.

Interactive Learning.

IRS-Approved Education.

Give your team access to live, instructor-led virtual tax training through Zoom, developed by an Enrolled Agent and approved for IRS continuing education credits.

What Your Team Can Learn

  • Form 1040 Fundamentals — Build a stronger foundation in individual tax preparation.

  • Schedule C & Self-Employment Income — Understand the tax considerations involved in self-employment income.

  • IRS Due Diligence Requirements — Strengthen your understanding of preparer due diligence responsibilities.

  • Ethics & Professional Responsibilities — Reinforce the standards expected of tax professionals.

  • Amended Returns & Tax Extensions — Develop a better understanding of common filing situations.

  • Estimated Tax Payments — Explore estimated tax payment concepts and requirements.

  • Tax Software & Client Intake Workflows — Understand the processes that support a more organized tax preparation experience.

GROUP TRAINING PACKAGES AVAILABLE

For teams of 5, 10, and 20 preparers, with options for longer teams.

Our training earns IRS continuing education credits, with course completion documentation provided.

BRANDED CONTINUING EDUCATION PLATFORMS

YOUR BUSINESS. YOUR BRAND. YOUR TRAINING PLATFORM.

Professional Education That Carries Your Name.

Take your tax office's professional development to the next level with a customized education platform featuring your company's name, logo, and branding.

Instead of piecing together training resources on your own, give your preparers access to a structured online education experience designed to support their professional development.

What's Included

  • 20 Preparer Training Seats — Start with a dedicated training platform for your team.

  • 18 Hours of IRS-Approved Continuing Education — Access qualifying continuing education coursework.

  • Annual Federal Tax Refresher (AFTR) Course & Exam — Support eligible preparers pursuing the AFTR program.

  • Federal Tax Law & Ethics Courses — Strengthen essential tax knowledge and professional understanding.

  • Self-Paced Online Training — Give your team the flexibility to complete coursework at their own pace.

  • Course Completion Certificates — Provide documentation of completed coursework.

  • IRS Continuing Education Credit Reporting — All courses offered through our training program are IRS-approved and earn CE credits.

  • Customized Company Branding — Present the training experience under your business's identity.

PTIN Requirement: An active, valid IRS PTIN is required for Continuing Education (CE) credits to be reported to the IRS. Participants must have a valid PTIN by December 31 of the applicable year.

BRANDED CONTINUING EDUCATION PLATFORMS

YOUR BUSINESS. YOUR BRAND. YOUR TRAINING PLATFORM.

Professional Education That Carries Your Name.

Take your tax office's professional development to the next level with a customized education platform featuring your company's name, logo, and branding.

Instead of piecing together training resources on your own, give your preparers access to a structured online education experience designed to support their professional development.

What's Included

  • 20 Preparer Training Seats — Start with a dedicated training platform for your team.

  • 18 Hours of IRS-Approved Continuing Education — Access qualifying continuing education coursework.

  • Annual Federal Tax Refresher (AFTR) Course & Exam — Support eligible preparers pursuing the AFTR program.

  • Federal Tax Law & Ethics Courses — Strengthen essential tax knowledge and professional understanding.

  • Self-Paced Online Training — Give your team the flexibility to complete coursework at their own pace.

  • Course Completion Certificates — Provide documentation of completed coursework.

  • IRS Continuing Education Credit Reporting — All courses offered through our training program are IRS-approved and earn CE credits.

  • Customized Company Branding — Present the training experience under your business's identity.

PTIN Requirement: An active, valid IRS PTIN is required for Continuing Education (CE) credits to be reported to the IRS. Participants must have a valid PTIN by December 31 of the applicable year.

20 SEATS INCLUDED. ROOM TO GROW.

Additional seats are available for purchase to accommodate larger teams

Whether you're training 20 preparers or expanding your office, your education platform can grow with your business.

IRS-Approved Education

The Annual Filing Season Program (AFSP) is voluntary. Eligible preparers must meet all applicable IRS requirements to receive an AFSP Record of Completion.

20 SEATS INCLUDED. ROOM TO GROW.

Additional seats are available for purchase to accommodate larger teams

Whether you're training 20 preparers or expanding your office, your education platform can grow with your business.

IRS-Approved Education

The Annual Filing Season Program (AFSP) is voluntary. Eligible preparers must meet all applicable IRS requirements to receive an AFSP Record of Completion.

IN-HOUSE FINANCING

Invest in Your Team Without Paying Everything Upfront.

We understand that professional development is an investment in your business.

That's why in-house financing options are available to help qualifying tax business owners invest in training and education without paying the full package price upfront.

Financing details and eligibility are discussed during consultation so we can better understand your business and training needs.

IN-HOUSE FINANCING

Invest in Your Team Without Paying Everything Upfront.

We understand that professional development is an investment in your business.

That's why in-house financing options are available to help qualifying tax business owners invest in training and education without paying the full package price upfront.

Financing details and eligibility are discussed during consultation so we can better understand your business and training needs.

BUILT FOR TAX PROFESSIONALS READY TO GROW

Is Your Team Ready

for More?

Is Your Team Ready for More?

Our Training & Education solutions may be right for you if:

  • You're an ERO onboarding new tax preparers.

  • You're building a team and need a structured training solution.

  • You want to invest in continuing education for experienced preparers.

  • You want a branded education platform for your tax office.

  • You need training seats for 20, 30, or more preparers.

  • You want to reduce the burden of developing and delivering your own curriculum.

  • You're looking for training options that fit your team's size and professional development needs.

Whether you're preparing to train a small group or supporting a growing tax office, M&B Pro Software can help you explore the right solution.

BUILT FOR TAX PROFESSIONALS READY TO GROW

Is Your Team Ready

for More?

Is Your Team Ready for More?

Our Training & Education solutions may be right for you if:

  • You're an ERO onboarding new tax preparers.

  • You're building a team and need a structured training solution.

  • You want to invest in continuing education for experienced preparers.

  • You want a branded education platform for your tax office.

  • You need training seats for 20, 30, or more preparers.

  • You want to reduce the burden of developing and delivering your own curriculum.

  • You're looking for training options that fit your team's size and professional development needs.

Whether you're preparing to train a small group or supporting a growing tax office, M&B Pro Software can help you explore the right solution.

READY TO GET YOUR TEAM TRAINED?

Let's Find the Right Training Solution for Your Team.

Tell us a little about your business, your team, and the type of training you're looking for. We'll use that information to help you explore the available options for your tax office.

How Mentorship Works

A simple process to get you started.

01

APPLY

Tell us about your business, where you are now, and what you're working toward.

02

CONNECT

We'll review your goals, challenges, and current position to determine how mentorship can best support your next move.

03

STRATEGIZE

We'll identify your priorities, opportunities, and the actions needed to build a clear, practical roadmap for your business.

04

GROW

Put the strategy into action, strengthen your systems, and continue moving your business toward its next level.

YOUR TEAM'S NEXT LEVEL STARTS WITH THE RIGHT EDUCATION.

Build Knowledge. Strengthen Your Team. Prepare for What's Next.

Give your preparers access to professional training and continuing education designed to support your tax business.

Let's find the right solution for your team.

Mitchell & Brown Pro Tax Software — Powered by Partnership. Built for Growth.

YOUR TEAM'S NEXT LEVEL STARTS WITH THE RIGHT EDUCATION.

Build Knowledge. Strengthen Your Team. Prepare for What's Next.

Give your preparers access to professional training and continuing education designed to support your tax business.

Let's find the right solution for your team.

Mitchell & Brown Pro Tax Software — Powered by Partnership. Built for Growth.

Powered by Partnership.

Built for Growth.

Mitchell & Brown Pro Software is committed to empowering tax professionals with the software, training, support, and real opportunities they need to build their skills, grow their businesses, and create a future they’re proud of.

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