Tax Software in Chicago, IL for PTIN & EFIN Holders
Let me show you how to get yours started today. 20+ years as a tax professional, 3x EFIN holder, NAEA award winner, BBB accredited, and fully approved to operate VITA virtually per the IRS — now setting up preparers across Cook County and Illinois.
Why preparers in Chicago, IL work with us
BBB accredited business, NAEA award winner, IRS e-file program rules, and fully approved to operate VITA virtually per the IRS — serving Chicago, Cook County, and all of Illinois.
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.
Chicago, IL pricing — pick your lane
- Secure, IRS-compliant branded workspace
- Branded account to help you get clients
- You are responsible for your own leads
- Professional tax software license
- Bank products & refund transfers
- Set your own prep and backend fees
- Keep 100% of your prep fees
- Software plus full workspace setup
- Business email for your firm
- Dedicated support
- Secure paperless document portal
Built for Chicago tax offices
Whether you are filing from a storefront in Chicago or running a fully virtual office, we set you up with real systems: software, bank products, secure client intake, and a branded workspace. Setup is remote, so preparers in Cicero, Evanston, Oak Park, Gary and the rest of Chicagoland get the same onboarding.
- Same-week setup for Chicago preparers
- Bank product onboarding and backend fee control
- Secure, IRS-compliant paperless workspace
- VITA virtual operation approved per the IRS
Areas we serve near Chicago
Other locations
Get started in Chicago, IL today
Send your details and we'll set up your software, bank products, and secure workspace. Prefer to talk? Call 901-842-6303.