The Shoebox Specialist™ Program

Don't Let Messy Receipts & Missing Books Hold You Back

Did you miss last year’s tax deadline? Are you sitting on years of unfiled returns, unsorted receipts, or missing bank statements? Whether you’re behind on bookkeeping or facing an unexpected IRS inquiry, you don't have to tackle the mess alone. At Drake & Co. Tax Advisory, our signature Shoebox Specialist™ Program takes your raw, disorganized financial records and transforms them into clean, IRS-ready books and proactive tax strategies.

 How The Shoebox Program Works

1. The Secure Dump: Drop off your physical boxes, envelopes, and receipts, or upload raw photos, PDFs, and bank statements directly to our encrypted client portal. No sorting or organizing required on your end.

2. Reconstruction & Reconciliation: We analyze every receipt, categorize all business expenses, reconcile bank and credit card accounts, and rebuild your financial history according to federal tax standards.

3. Audit-Ready Review & Filing: As federally authorized Enrolled Agents (EAs), we audit your reconstructed books to ensure every legal deduction is claimed while building a solid defense in case of an IRS review.

4. Resolution & Advisory: Once your books are clean, we prepare and file your back taxes, resolve outstanding notices, and transition you into a stress-free, year-round tax plan.

Who This Program Is Designed For

• Busy Business Owners & Freelancers: You spent the year growing your business and didn't have time to log receipts or track expenses in software.

• Taxpayers with Unfiled Back Taxes: You need clean, accurate historical books before the IRS will negotiate an installment plan or settlement.

• Individuals Facing an IRS Audit: You need your financial records reconstructed quickly to prove your deductions and protect your income.