Client Resources

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Know what to gather before your tax appointment.

Download the checklist that matches your filing situation.

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Secure Client Portal

Already have an account? Sign in to upload your document through Drake portal.

Access Client Portal

New client? Contact me to request your secure portal invitation and account setup instructions.

Download Forms as Needed

Tax Intake Form.
Personal Tax Checklist Form.
personal and small-business Form
Small Business Deduction

Download and save forms to your computer before completing it. Once finished, upload your saved form and supporting documents through our secure client portal. New clients: contact us to request portal access. Please do not email sensitive tax documents.

Check Your Refund

Where is my New York Refund
Where is my Federal Refund
IRS Payment