1 · New tax clients
Review the general checklist before speaking with our office. Specific records depend on your filing circumstances.
View document checklistHow can we help?
2 · Existing clients
Use Drake Portals for confidential uploads and secure messages. Never email tax ID numbers or tax documents to an unverified address.
Open Drake Portals ↗3 · Consultation questions
Some matters require a paid consultation; routine existing-client service questions do not automatically incur a consultation charge.
Read consultation policy4 · Return updates
Tax return status is confirmed by Money Triumphs through its authorized tax preparation workflow. This website does not display live return status or IRS acknowledgments.
Contact our office (no sensitive details)Privacy first: This public website does not accept Social Security numbers, passwords, tax documents, payments, or client intake submissions. For confidential records, use Drake Portals after verifying you are on the correct secure website.
Tax preparation checklist
Examples only. Your preparer may request more or fewer documents.
- Prior-year tax return
- W-2 wage statements
- Forms 1099 (if applicable)
- Self-employment income and expense summaries
- Mortgage interest and property tax records (if relevant)
- Education-related statements (if relevant)
- Dependents' eligibility information
- IRS or state tax notices (if any)
Collect sensitive taxpayer identification records only through the secure provider workflow, not this public page or ordinary email.
Go to secure document portal ↗Consultation process
When a paid consultation is appropriate, Money Triumphs offers 30-minute telephone consultations Monday–Friday, 9 AM–5 PM Central (latest start 4:30 PM).
1
Inquiry reviewed
We determine the appropriate next step and whether a paid consultation is necessary.
2
Tentative time offered
A proposed opening is held for 24 consecutive hours from the actual time the offer email is sent, Central Time.
3
Invoice after acceptance
The $100 consultation fee is nonrefundable, subject to applicable law. An authorized QuickBooks invoice follows acceptance of the proposed time; the invoice does not extend the hold.
4
Payment and final availability verified
An appointment is confirmed only after independent QuickBooks payment verification, final Outlook availability check, and owner-approved communication.
A paid consultation may be rescheduled under the office's 30-calendar-day request window and availability policy. The separate $100 credit toward qualifying retained services is governed by its own approved terms. No appointment is confirmed by submitting an inquiry.
This opens your email app. It does not send any message automatically.