Once these forms and your tax documents have been obtained and completed, use our "upload your documents" button in the top right corner to connect to our secure upload portal.
If you do not already have a drake portal account to upload/download tax documents, please call our office at 816-792-1616 for a personalized invitation to be sent to you.
New Client Form
Save time by printing off and completing the required data sheet before dropping off your information. We will also need a copy of last years tax return.
Our Forms