Our Forms

Our Forms

Organize your information

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.

  Basic Tax Organizer

    Download your 2023 Basic organizer to help you organize your tax information!


Complete Tax Organizer

This Tax organizer is great for clients with more complex information. Including businesses, farms, rental properties, ect...