Tax Portal Login & Tax Process

Tax Portal Login

Please access The Profit Firm’s secure Tax Portal using the link below. All documents and communications should be submitted through the portal to ensure confidentiality and compliance with IRS data-security standards.

If you need to reset your credentials please reach out to tax@theprofitfirm.com.

The Profit Firm: Tax Engagement Process

Step 1:

Discovery Call

We begin by reviewing the client’s tax situation, confirming service needs, and outlining the next steps. Following the call, the client receives a Tax Portal Invitation, Engagement Agreement, and Tax Organizer.

Step 2:

Kickoff Strategy Call (or Quarterly Tax Strategy Session)

During this session, we identify and refine tax-saving opportunities by reviewing:

Custom Tax Strategies
Alignment of Tax Strategies with Lifestyle &/or Bookkeeping
Business structure
Income, expenses, and deductions
Additional tax-saving options
Estimated tax payment needs

Outcome: A clear, customized action plan outlining what the client and our team will implement to optimize their tax position.

Step 3:

Complete Tax Portal Requirements

The client must complete all portal items before preparation can begin:

Engagement Agreement
Tax Organizer (must click “Complete”)
Required document uploads

No work can start until the Tax Organizer is fully completed.

Step 4:

In Queue: Document Verification & Preparation

Once requirements are complete, the file moves In Queue.
Our Tax Specialists:

Verify all documents
Begin preparing the draft tax return
Request any missing or unclear items through the portal

Step 5:

Draft Filing & Review

After preparation:

A second review of the draft return
A Loom video is delivered explaining refund/liability, major details, and next steps
The client reviews and either approves or requests a follow-up meeting

Auto-Approval: If no response is received within 3 days, the draft is automatically approved.

Step 6:

Invoice & E-Signature

Once the return is approved:

An invoice is sent
After payment is received, the client receives the E-signature form required for filing.

Step 7:

IRS E-Filing

With the signed authorization returned:

We submit the return electronically to the IRS
Filing confirmation is uploaded to the client’s portal