Legal & Compliance

3D Tax Services LLC is a Limited Liability Company registered with the Tennessee Secretary of State and holding active city and county business licenses. 3D Tax Services LLC is a BBB accredited business.

By enrolling, you purchase an enrollment fee ($100 PTIN workspace, $350 EFIN software only, or $147 setup plus $97 every 6 months for software + workspace setup) for the 2025–2026 tax season. The package includes co-branded software access, bank product setup, backend fee control, a paperless office workspace, and authentication support.

The package does not include mentorship, training, coaching, or revenue sharing. You are solely responsible for your own compliance with IRS Circular 230, IRS e-file program rules, state licensing requirements, and the terms of any bank product provider you use.

Software access is licensed, not sold, and may not be resold, sublicensed, or shared outside your firm without written permission.

An EFIN is issued solely by the Internal Revenue Service. We do not issue, guarantee, or expedite EFIN approval, and IRS timelines are outside our control.

Refund transfers, taxpayer advances, and other bank products are offered by third-party banks and are subject to their approval, terms, and fees. Advance approval is never guaranteed for any taxpayer.

No income, revenue, client volume, or business outcome is guaranteed. Testimonials reflect individual experiences and are not typical results. Nothing on this site is tax, legal, accounting, or financial advice.

Because software credentials, bank product onboarding, and workspace access are delivered digitally and immediately, enrollment fees are non-refundable once access has been issued. If you have not yet received access, contact us within 7 days of purchase to request a refund review.

Payments are processed by Payhip. Payhip's own terms apply to the payment transaction.

The enrollment form on this site collects your name, email address, phone number, and EFIN status. We use this information only to contact you about enrollment, onboarding, and related services from 3D Tax Services LLC.

Submissions are stored in our own customer records system (a private Google Sheets CRM operated by 3D Tax Services LLC). Payment information is handled by Payhip and is never collected or stored by this website. We do not sell your personal information.

To request access to, correction of, or deletion of your information, contact us using the details below.

3D Tax Services LLC — Tennessee, United States. Phone: 901-842-6303. For enrollment support, privacy requests, or compliance and security concerns, call or text us, or use the enrollment form on the main page.