PTIN Holder & EFIN Holder Software Special(100% Prep Fees · Bank Products)
3x EFIN holder · NAEA award winner · registered with the Tennessee Secretary of State · BBB approved software provider · 20+ years as a tax professional.
Let me show you what no one showed me — how to run a real tax office with real systems.
No EFIN? No Problem.
Now is the perfect time to get approved — it only takes about 45 days. Start your own tax business, build your own team, and keep 100% of your prep fees. Your future firm starts today.
Ideal For Experienced Tax Pros Ready To Scale
This package is designed for tax professionals who already have an EFIN or are applying for one. Perfect for pros who want independence, full control, bank products, co-branded software, and year-round access — without mentorship or training.
Credentials clients can verify
3D Tax Services LLC is a BBB accredited business, an NAEA award winner, operates under IRS e-file program rules, and is fully approved to operate VITA virtually per the IRS.
20+ years as a tax professional · 3x EFIN holder · Registered with the Tennessee Secretary of State with active city and county business licenses. Badges reflect memberships, accreditations, and program approvals held by 3D Tax Services LLC and are not endorsements by those organizations.
Tax Software Near You
Let me show you how to get yours started today. Pick your city for local pricing, bank products, and secure IRS-compliant workspace setup — or call 901-842-6303 and we'll get you filed and open.
Everything To Run An Elite Tax Firm
Co-Branded Software
- Your firm name + your EFIN
- Your pricing
- Full authentication
Bank Product Setup
- Refund transfers
- Advances
- Compliance fees
100% Prep Fees
- Backend fee control
- Year-round access
- Paperless office workspace
Backend Fee Control
Backend fees are standard service bureau fees added to each return. EFIN holders set their own backend fees and keep 100% of their prep fees. PTIN holders follow the flat $100 backend fee, which is added to the client's return and deducted through bank products.
EFIN Holder Software Only — $350
Ends 8/31
Enrollment Application
Send us your details and we'll set up your co-branded software and bank product onboarding. Then complete your secure $350 payment.
Mini Franchise Deal
No EFIN? If you're a PTIN holder only, you still get access to a secure, IRS-compliant workspace under our branded account so you can start taking clients right away. You are responsible for your own leads, clients, and marketing.
PTIN holders follow the flat $100 backend fee. You are responsible for your own clients and leads.
Mini Franchise Application
PTIN holders: send us your details and we'll set up your branded, IRS-compliant workspace account. Then complete your secure $100 payment.
Software + Workspace Setup — $147
Then $97 every 6 months
The complete setup for your tax business. You must have an active EFIN for this package. Includes your tax software plus a fully built business back office.
Active EFIN required. $147 covers your setup; access continues at $97 every 6 months. Business setup is completed after your enrollment details are received.
Software + Workspace Application
EFIN holders: send us your details and we'll build your software, business email, and secure workspace. Then complete your secure $147 setup payment ($97 every 6 months after).
Better Than Industry Packages
Our EFIN Holder Package delivers more value at a fraction of the cost. Competitors charge $1299+ for similar features.
- Revenue share required
- Limited backend control
- Seasonal access only
- Locked pricing tiers
- Keep 100% of prep fees
- Full backend fee control
- Year-round software access
- Your firm name, your EFIN, your pricing
Trusted By Independent Tax Pros
“I finally set my own prep fees and stopped splitting revenue. The software was co-branded with my firm name in days.”
“Bank product setup was the piece I was missing. Refund transfers and advances were live before the season opened.”
“Year-round access changed my business. I work amendments and extensions all summer instead of shutting down in April.”
“The backend fee control alone paid for the enrollment in my first week of filing.”
“I onboarded four PTIN preparers under my EFIN and kept full visibility on every return.”
“Straightforward, no fluff, no mentorship upsell. Exactly what an experienced preparer needs.”
Testimonials reflect individual experiences of 3D Tax Services LLC clients. Results vary and are not a guarantee of income or business outcomes.
Clear Ownership. Clear Terms.
Owned & Operated
3D Tax Services LLC is owned and operated by 3D Tax Services LLC. Every enrollment, invoice, and support request is handled directly by our team.
Registered in Tennessee
Registered with the Tennessee Secretary of State as a Limited Liability Company, with active city and county business licenses.
BBB Accredited
BBB accredited business. We operate under IRS e-file program rules and standard service bureau practices.
Secure Checkout
Enrollment payments are processed securely by Payhip. We never see or store your card details on this site.
Product Disclaimers
- The EFIN Holder Package includes software access, bank product setup, co-branding, workspace, and authentication only. It does not include mentorship, training, or coaching.
- An EFIN is issued solely by the IRS. 3D Tax Services LLC does not issue, guarantee, or expedite EFIN approval, and approval timelines are set by the IRS.
- Bank products, refund transfers, and taxpayer advances are provided by third-party banks and are subject to their approval, terms, and fees.
- No income, revenue, client volume, or business result is guaranteed. This page is marketing material and is not tax, legal, or financial advice.
- Enrollment fees for the 2025–2026 season are $100 PTIN workspace, $350 EFIN software only, and $147 setup plus $97 every 6 months for software + workspace setup. Because access is delivered digitally, review our refund policy before purchasing.
Talk To A Real Person
Questions about EFIN setup, bank products, or backend fees? Call or text 901-842-6303 and we'll walk you through enrollment.
Messages left after hours are returned the next business day.
Tennessee registered LLC · BBB accredited business.
Straight Answers
Ready To Run Your Own Tax Firm?
Instant access to software, bank products, and your paperless office.