Resources
Client Portal
What is Drake Portals? Drake Portals is a secure online platform that allows you to manage your tax and accounting documents efficiently. It provides a centralized location where you can upload, store, and access your important files.
How to Use Drake Portals:
1. Upload Documents: Easily upload your tax and accounting documents directly to the portal.
2. Track Tax Filing Status: Monitor the progress of your tax filings and stay informed about any updates.
3. Communicate with Our Team: Use the portal to send messages and receive responses from our team, ensuring clear and efficient communication.
Safety and Security: Drake Portals uses advanced encryption and security measures to protect your sensitive information. Your data is stored securely and is only accessible to authorized users. You can trust that your documents and personal information are safe with us.
KEEPING YOU IN THE LOOP
Stay informed about relevant topics and business insights that can contribute to your company’s growth. Check back monthly for updates and current events in the world of taxes that may impact you or your business.
To facilitate the tax filing process, taxpayers can refer to a ‘Get Ready’ page that outlines preliminary steps. New updates and essential items to consider before filing taxes next year are also included.
PAY YOUR FEES
We are pleased to offer the availability of paying your fees by credit card through Drake Pay. This service provides you with a secure and convenient way to manage your payments.
What is Drake Pay? Drake Pay is a secure online platform that allows you to manage your tax and accounting payments efficiently. It provides a centralized location where you can make payments using Visa, MasterCard, Discover, or American Express.
How to Use Drake Pay for Payments:
- Receive Payment Link: Once you have completed your order or agreement with us, we will generate a payment link for you through Drake Pay.
- Email Notification: You will receive an email from us containing the payment link. Check your inbox for an email with the subject line “Your Payment Link.” Be sure to check your spam or junk folder in case the email was filtered incorrectly.
- Click on the Payment Link: Inside the email, you’ll find a clickable link labeled “Pay Now” or something similar. Click on this link to be redirected to the Drake Pay payment portal.
- Enter Payment Details: Once on the payment page, enter your payment information, such as credit card details or other available payment methods.
- Complete Your Payment: Follow the on-screen instructions to complete your transaction securely.
- Confirmation: Once your payment has been processed, you will receive a confirmation email from Drake Pay and a receipt for your transaction.
Safety and Security: Drake Pay uses advanced encryption and security measures to protect your sensitive information. Your payment details are stored securely and are only accessible to authorized users. You can trust that your transactions are safe with us.
Client's intake form
Check out our Client Intake Form and submit all necessary information. This form helps us gather all the required details to provide you with the best possible service.
How to Use the Client Intake Form:
1. Access the Form: Click the link below to access the Client Intake Form.
2. Fill Out the Form: Complete all the required fields with accurate information.
3. Submit the Form: Once you have filled out the form, click the “Submit” button to send your information to us.
Where’s My Refund?
Check the status of your federal and state refund here:
Use the IRS “Where’s My Refund?” tool to track your federal tax refund. You will need your Social Security number, filing status, and the exact refund amount.
Check the status of your state tax refund
Select your state from the list below to be directed to the official state tax website where you can track your refund status.
State Tax Refunds
Alabama: https://myalabamataxes.alabama.gov/
Arizona: https://www.azdor.gov/CheckRefund
Arkansas: https://atap.arkansas.gov/
California: https://www.ftb.ca.gov/refund
Colorado: https://www.colorado.gov/revenueonline
Connecticut: https://portal.ct.gov/DRS
Delaware: https://revenue.delaware.gov/
Georgia: https://dor.georgia.gov/taxes
Hawaii: https://tax.ehawaii.gov/hoihoi/refund.html
Idaho: https://tax.idaho.gov/refund
Illinois: https://mytax.illinois.gov/
Indiana: https://www.in.gov/dor/individual-income-taxes/check-the-status-of-your-refund/
Iowa: https://tax.iowa.gov/wheres-my-refund
Kansas: https://www.kdor.ks.gov/Apps/kcsc/increfundstatus.aspx
Kentucky: https://revenue.ky.gov/Refunds
Louisiana: https://latap.revenue.louisiana.gov/
Maine: https://portal.maine.gov/refundstatus/
Maryland: https://interactive.marylandtaxes.gov/INDIV/refundstatus/home.aspx
Massachusetts: https://mtc.dor.state.ma.us/mtc/_/
Michigan: https://www.michigan.gov/taxes/iit/refund
Minnesota: https://www.revenue.state.mn.us/where-my-refund
Mississippi: https://tap.dor.ms.gov/
Missouri: https://dor.mo.gov/personal/individual/refund/
Montana: https://tap.dor.mt.gov/
Nebraska: https://revenue.nebraska.gov/
New Jersey: https://www.state.nj.us/treasury/taxation/checkrefundstatus.shtml
New Mexico: https://tap.state.nm.us/
New York: https://www.tax.ny.gov/pit/file/refund.htm
North Carolina: https://www.ncdor.gov/file-pay/refund-process
North Dakota: https://www.nd.gov/tax/
Ohio: https://tax.ohio.gov/wps/portal/gov/tax/individual/refund-status
Oklahoma: https://oktap.tax.ok.gov/
Oregon: https://revenueonline.dor.oregon.gov/tap/_/
Pennsylvania: https://www.doreservices.state.pa.us/Individual/Refund
Rhode Island: https://www.ri.gov/taxation/refund/
South Carolina: https://mydorway.dor.sc.gov/
Utah: https://tap.tax.utah.gov/
Vermont: https://myvtax.vermont.gov/
Virginia: https://www.tax.virginia.gov/wheres-my-refund
West Virginia: https://mytaxes.wvtax.gov/
Wisconsin: https://www.revenue.wi.gov/Pages/Apps/TaxReturnStatus.aspx
States without income tax: Alaska, Florida, Nevada, South Dakota, Texas, Washington, and Wyoming do not collect state income taxes.