Premium Package — Software + CE Credits + Business Setup + Digital Tax Store + Workspace Setup

This premium package is designed for EFIN holders who want more than software — they want a fully structured, compliant, branded, and automated tax office ready for the 2026 tax season.

Perfect for offices that want to grow, stay compliant, operate professionally, and receive full support, CE credits, and business infrastructure under the 3D Tax Services™ Service Bureau.

⭐ What’s Included (Premium Level)

✔ TaxSlayer Pro software for 2025/2026

Full professional software access under the 3D Tax Services™ Service Bureau.

✔ Access to 3 prior years (2022, 2023, 2024)

Work amendments, prior‑year returns, and corrections.

✔ Unlimited e-files + Unlimited preparers

Scale your office without limits.

✔ Optional branded software setup

Your logo, your colors, your office identity.

✔ Access to all major bank products

Santa Barbara, Refund Advantage, Republic Bank, TPG, E‑Collect, and more.

✔ Real-Time Refund (RT) bank product support

✔ Year-round technical support

⭐ Premium Add‑Ons (Exclusive to the $650 Plan)

✔ CE Credits Included

Earn your continuing education credits for the 2026 season — included at no extra cost.

✔ Full Training Access

You receive ALL training modules:

• Software training
• Bank product training
• Compliance training (PDF + quiz)
• Marketing training
• Season workflow training
• Client intake training
• Office setup training

✔ Digital Tax Store Setup (Done For You)

We build your branded digital storefront:

• Client intake link
• Document upload portal
• Payment link
• Refund status link
• Appointment scheduler
• Branded welcome page
• Automated client workflow

This makes your office look professional and modern.

✔ Workspace Setup (Done For You)

We set up your digital office environment:

• Microsoft Teams or Google Workspace setup
• Channels, folders, permissions
• Staff onboarding structure
• Client folder automation
• Training library
• Branding and organization

This gives you a real business infrastructure.

✔ Premium Digital Download Kit

Delivered instantly after purchase:

• Welcome Packet
• Compliance Training PDF
• Marketing templates
• Client intake templates
• Office setup checklist
• Refund workflow guide
• Bank product guide
• Season readiness guide

✔ Coaching + Community Access

Join the 3D Tax Services™ Teams community:

• Weekly office hours
• Support channels
• Announcements
• Group coaching
• Peer support

⭐ Fee Structure (per bank product return)

💰 $99 Service Bureau Fee

💰 $99 Transmitter Fee

Transparent, simple, and consistent.

⭐ EFIN Holder Control

You retain full control over:

• Pricing
• Preparer access
• Client management
• Office workflow

You operate independently under the 3D Tax Services™ Service Bureau umbrella.

⭐ Bank Enrollment Timeline

Bank enrollment takes 2–3 weeks.

Choose any bank you prefer:

• Santa Barbara
• Refund Advantage
• Republic Bank
• TPG
• E‑Collect
• And more

Loan products and advances available through participating banks.

⭐ Important Notes

• Annual plan — 1‑year contract
• No monthly fees
• Software + CE credits + business setup included
• Digital download kit delivered instantly
• Must have an EFIN or be eligible to obtain one

⭐ Contact Information

For enrollment and software access, contact:

Dana Graham Mason

📧 Email: 3dtaxservices@gmail.com

📱 Phone: 901‑307‑8370 or 901‑842‑6303

3D Tax Services™ — All Rights Reserved.