Help & guides
A little clarity,
a better next step.
Start with the answers below, or explore the service that fits your situation.
16 guides
Getting started 3
Choosing your first service
Start with what you need today.
What to prepare before applying
Keep the relevant information close at hand.
Preparing to choose a company and state
Bring your business plans to the formation discussion before selecting a structure or filing state.
Packages & pricing 4
How your package reaches the portal
Your choice stays with you when you sign in.
Understanding the displayed price
Review the complete amount before payment.
Payments, invoices and payment status
Check the total and payment record in your account before repeating a payment.
Changing a package, cancelling or requesting a refund
Send the team your application or invoice reference and the change you need.
Your account 4
Following your application
Continue from your account.
Getting help from the team
Tell us what you are trying to do.
Protecting your account
Use your account’s security settings and keep sign-in details private.
Access, corrections and deletion requests
Find account data tools and request a review of information you want corrected or removed.
Documents 1
Uploading and correcting documents
Keep documents attached to the right application and use its requested checklist.
Tax & tax IDs 2
EIN and ITIN: preparing your request
Identify the request you need before sending identity or company documents.
What to do when you receive an IRS notice
Prepare the notice for review and keep track of the deadline stated on it.
Bookkeeping 1
Preparing records for bookkeeping
Organize your records by company and period so the team can review the work needed.
Email updates 1
Managing newsletter preferences
Email updates are optional and separate from your service application.
Where do I complete my application?
Applications take place at app.portoftax.com. Choose a service here, then sign in or create an account to continue to the relevant options.
When will I see the total price?
Review the current service fee, selected options and any applicable additional charges in the portal before completing payment.
Can I use a service if I already have a company?
Yes. Individual services are available alongside formation packages. Choose the service you need for your existing business.
What if I’m not sure which option fits?
Contact our team with a short description of your situation. We can help you understand the available services before you start.