If you have already set up your Drake Portal account please use that option. If you are a new client or one that has not set up your account please use the guest option or contact us for a Drake Portal account.
We collect non public personal information about you from various sources, including:
* Interviews regarding your tax situation
*Applications, organizers, or other documents that supply such information as your name, address, telephone number, Social Security Number, number of dependents, income, and other tax-related data
*Tax-related documents you provide that are required for processing tax returns, such as Forms W-2, 1099R, 1099-INT and 1099-DIV, and stock transactions
We do not disclose any nonpublic information concerning you, except to our employees who need such information in order to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your personal information.