Welcome.

Everything tied to your return lives here — documents, signatures, appointments, and refund status. Your preparer sees updates the moment you make them.

Apr 15, 2026 Filing deadline for tax year 2025

Your 2025 return

Individual return · Prepared by Secure Profits LLC

Waiting on 2 documents

Intake received

Your filing status, dependents, and income sources are on file.

Documents in review

Two items are still outstanding. Upload them below to keep moving.

Ready to sign

You review the finished return and e-sign before anything transmits.

Filed

Acknowledgement from the IRS, then refund tracking opens up.

Nothing is transmitted to the IRS until you have reviewed the finished return and signed it.

Upload documents Ask your preparer

What you can do here

Four things cover most of the season. Everything else your preparer handles on their side.

Send documents

W-2s, 1099s, ID, and anything your preparer asked for. Encrypted on upload.

Open the intake form

Sign your return

E-sign from your phone. You will see the finished return before you sign it.

Go to signatures

Book a time

Pick a slot from the live calendar for a review call or a question you would rather talk through.

See open times

Become a preparer

Filing with us and thinking about running your own office? Start with PTIN registration.

Start PTIN intake

Documents

Everything you send and everything we prepare, in one list. Prior-year returns stay here for seven years.

Document

Status

Updated

W-2 — primary employer

Received

Feb 3, 2026

View

1099-NEC — contract income

Still needed

Requested Feb 5

Upload

Photo ID — front and back

Still needed

Requested Feb 5

Upload

Form 8879 — e-file authorization

Ready to sign

Feb 8, 2026

Sign

2024 Form 1040 — filed copy

Available

Mar 12, 2025

Download

Missing something from this list? Send it through the secure form and it will appear here once your preparer logs it.

Send a document

Appointments

Book a review call, a document walkthrough, or a straight question with the office.

Review call — 30 minutes, before you sign
Document help — 15 minutes, screen share
General questions — 30 minutes with the CEO

Book an appointment

Refund status

Once your return is filed, the IRS updates status once a day, usually overnight.

1. Social Security number or ITIN
2. Your filing status
3. Exact refund amount, whole dollars

Check federal refund Estimate a refund

Community rooms

Open to members. Pick the room that matches where you are — filing your own return, running an office, or building a bureau.

PTIN Community

Filing strategies, hard returns, and IRS updates with preparers nationwide.

Enter room

ERO Community

Bank product workflows, markups that hold, and scaling e-file volume.

Enter room

Service Bureau Community

Strategy sessions, partner discounts, and marketing playbooks for bureau owners.

Enter room

Stuck on something?

Real preparers and technicians answer through peak season — not just business hours. Send a note or grab a time on the calendar.

Contact the office Book a call

Courses in Service Bureau Community