Secure Profits LLC · Independent Tax Solutions
Own your tax business.
Stop handing your season over to franchise fees and revenue splits. With Secure Profits you are not renting software — you are building a business that is entirely yours. Your clients. Your brand. Your profit.
About · Built for owners
Tax software that pays you first.
Freedom, ownership, legacy — in that order. Everything we build starts from one question: does this leave more of the season's money in the preparer's hands?
Most tax professionals discover the same thing around year three. The returns are getting filed, the client list is growing, and somehow the office still is not paying what it should. The money is going out the back — to franchise fees, to revenue shares, to platform charges nobody explained up front.
Secure Profits LLC exists to close that back door. You keep 100% of your preparation fees, with no splits and no charges buried in the fine print. You get modern tools — cloud software, unlimited e-filing, client portals, a mobile app, a full CRM — and you keep total ownership of the business built on top of them.
We work with solo preparers taking on their first paid season, EROs scaling a second office, and service bureau owners running teams across multiple states.
- Keep 100% of your fees — no splits, no hidden charges
- Unlimited e-filing across all 50 states, individual and business
- White-label software, website, and CRM under your own brand
- Bank product setup, refund advances, and disbursement support
- Real people on support — through peak season, not just business hours
Who we serve
- Paid preparers (PTIN)
- Yes
- Electronic return originators
- Yes
- Service bureau owners
- Yes
- Individual returns
- Unlimited
- Business returns
- Included
- Revenue share taken
- None
Meet the CEO
The person behind Secure Profits.
Jordan · Founder & CEO · Secure Profits LLC
Jordan is a young entrepreneur who built Secure Profits around a conviction that showed up early: the people doing the work should be the people keeping the money. Too many capable preparers were running full offices and still handing the best part of the season to somebody else's franchise agreement.
That conviction turned into a business with an unusual center of gravity. Secure Profits does not measure a good year by how much it collects from its partners — it measures it by how many of them stopped needing permission to grow. Software, training, bank product setup, and a real community all point the same direction: get the owner standing on their own.
It shows up in how the company operates day to day. Pricing is stated plainly. Support answers during the weeks that actually matter. And when a bureau owner wants to add a location or bring on sub-preparers, the answer is a walkthrough, not an upsell.
“I did not build this to have partners. I built it so other owners could stop paying rent on their own success.”
Book time with JordanTax Services · Start here
Where would you like to start?
Three doors into the same office. Pick the one that matches where you are today — starting your own practice, still deciding, or ready to file.
Start a practice
Ready to join Secure Profits
Build your own tax practice with our office behind you. We register you with the IRS, put the software and bank products in place, and stay on the phone through your first season instead of handing you a login and wishing you luck.
- PTIN registration or renewal handled for you
- IRS Tax Pro account set up in your name
- EFIN application support for your office
- Software, bank products, and entity set-up
Still deciding
Want more information
Not sure which service fits, or want a straight answer before you commit to anything? Book time directly with our CEO. Bring your questions about filing, entity choice, credits, or getting your own preparer credentials started.
- One-on-one call with the CEO
- Pick a time from the live calendar
- No obligation, no pressure
- Leave with a clear next step
File a return
File my taxes
Ready to file? Start with the intake form. It collects your filing status, dependents, income sources, and documents so your preparer can review everything before your appointment and spot the credits you qualify for.
- Individual and business returns
- Secure document upload
- Review before anything is transmitted
- Refund tools below once you have filed
Our Solution · All in one place
Everything you need to run and scale.
Modern, secure, and built for ambitious tax professionals — from a solo preparer at a kitchen table to a bureau running a dozen offices.
Cloud-based software
Run the whole office from anywhere. Client files, transmissions, and team activity in one live dashboard.
Unlimited e-filing
All 50 states at no extra cost. Prepare and transmit as many individual or business returns as you can sell.
Bank products & refunds
Refund advances, direct deposits, and check disbursement handled through established banking partners.
Built-in marketing
Ready-to-run flyers, social templates, and promo kits so the office does not go quiet between seasons.
Audit protection
Audit support, encrypted storage, and identity protection features on every return you file.
24/7 expert support
No bots. Real preparers and technicians on call for setup, transmissions, and tax questions during peak weeks.
Full CRM included
Leads, pipelines, SMS and email, drip campaigns, e-signatures, and reporting from one branded command center.
Responsive website
A branded, mobile-ready site wired into your CRM and live from day one — no separate web project.
The command center
One CRM that runs the whole office.
Stop juggling spreadsheets, sticky notes, and four disconnected apps. The Secure Profits CRM is included with your bureau package — clients, leads, marketing, scheduling, and communication in a single branded system that scales with you.
- Lead capture & pipelines
- SMS & email automation
- Secure client portal
- Calendar & online booking
- Drip campaigns
- Review collection
- Branded mobile app
- Two-way texting
- E-signature workflows
- Real-time dashboards
Community · Find your tribe
Three rooms. One mission — your season.
Connect with people at the same stage you are. Share strategies, work through hard returns, and grow next to professionals walking the same road. Pick the room that fits where you are today.
01
For paid preparers
PTIN Community
Trade filing strategies with preparers nationwide, troubleshoot difficult returns, stay ahead of IRS updates, and get peer backup through the weeks that matter.
Join PTIN Community
02
For electronic return originators
ERO Community
Compare bank product workflows, set markups that hold, share what is working in your office, and tap a brain trust focused on scaling e-file volume.
Join ERO Community
03
For bureau owners
Service Bureau Community
The inner circle for Secure Profits bureau owners — strategy sessions, partner discounts, marketing playbooks, and direct access to the team building this.
Join Bureau CommunityReplace this with a real client testimonial. Two to four sentences covering what changed after the switch works best — a specific number lands harder than praise.
ABClient nameService bureau partner · Since 20XXReplace this with a real client testimonial. Ask for one line about the support experience and one about revenue or ownership.
CDClient nameERO · City, STReplace this with a real client testimonial. Keep the length close to the other two so the three cards sit level.
EFClient nameTax professionalPortals · Sign in
Everything lives in one place.
Choose the portal that matches your account. Each one opens on the tools, documents, and people tied to your level of access.
Client Portal
Upload documents, e-sign, track refund status, and pull prior-year returns from any device.
Client sign inSoftware Portal
Open the tax software, transmit returns, check acknowledgements, and manage your EFIN settings.
Preparer sign inBureau Portal
Add offices, manage sub-preparers, set fees and markups, and pull reporting across every location.
Bureau sign inCommunity Portal
Enter the PTIN, ERO, and Bureau rooms, plus call replays, training, and downloadable playbooks.
Community sign inResources · Free tools
Run the numbers before you file.
A quick refund estimate, plus everything you need to track a refund already filed. No account, no cost.
Refund estimator
Secure Profits LLC — Refund Estimate Calculator
A quick estimate based on filing status, income, withholding, and basic credits — including an Earned Income Credit estimate. Not tax advice.
Estimated tax paid during the year.
Screens Earned Income Credit eligibility.
Education, dependent care, and similar.
Deductible IRA, HSA, student loan interest.
Your Secure Profits estimate
—
Enter your numbers, then select Calculate estimate.
Disclaimer: covers tax years 2024, 2025, and 2026 using published IRS inflation adjustments, including the changes made by the One Big Beautiful Bill Act. This calculator gives a simplified estimate for informational purposes only. It assumes the standard deduction and does not account for itemized deductions, self-employment tax, the alternative minimum tax, state tax, or credit phase-outs beyond the child tax credit. Your actual refund or balance due may differ. Speak with a preparer before making decisions based on this number.
Track your money
WHERE’S MY REFUND?
The IRS updates refund status once a day, usually overnight. Have three things ready and you can check it in under a minute.
What you need
The tool will not return anything without all three, and they have to match the return exactly.
- Social Security number or ITIN
- Your filing status
- Exact refund amount, whole dollars
When it appears
Status shows up sooner for e-filed returns than paper ones.
- E-filed current year: about 24 hours
- E-filed prior year: about 3 to 4 days
- Paper return: about 4 weeks
The three stages
Refunds move through a fixed sequence. Most e-filed returns with direct deposit finish inside 21 days.
- Return received
- Refund approved
- Refund sent
Ready to get started?
Build your with Secure Profits.
Book a walkthrough and see the platform before you commit — e-filing, bank products, the CRM, and exactly what you keep on every return.