TAX PREPARATION SERVICES IN Berks County, including Fleetwood, Reading and Mohrsville

BUSINESS CHECKLIST

• Record ending mileage as of 12/31/21
• Retain written mileage records
• Record the value of Inventory as of 12/31/21 (using actual cost you paid)
• Separate and total all records
• Submit only the totals for each expense (you retain records for future reporting )
• Provide Real Estate taxes
• Attorney fees
• Bank fees
• In Home Business: provide total sq. footage of home and only business section sq. footage. Two separate totals required Provide misc. 1099 to anyone you paid over $600.00 in 2021.

Tax Due Date is April 15, 2022

NEW CLIENT CHECKLIST

• Please provide prior year tax returns in addition to all 2021 tax information.
• Be sure to include your name and number along with the best time to contact you.
• Be sure to include the new client questionaire. This can be emailed to you or print from my website.
• Provide bank information for direct deposit or automatic withdrawal if taxes are due. Include a voided check.
• Provide a copy of your drivers license. An IRS requirement to e-file your return.
• Any Dependents? Provide copy of social security card and birth certificate.
• Dependents under age 17? Provide school records, medical bills or any other document verifying dependents name, address where they live and name of parent claiming child.
• Verification form (1095) of health Insurance.
• Write down any questions you may have.
• Drop off and Pick up service available.
• Call (610) 929-2515 or email : oakestaxes@outlook.com to make an appointment

Thank you for visiting my website and hope to hear from you soon

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