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TAX PREPARATION SERVICES IN Berks County, including Fleetwood, Reading and Mohrsville
Whether you are handling your personal or business income tax file, each financial situation is unique. At tax time and throughout the year, Reading individuals and its commercial enterprises depend on Oakes Tax Service LLC & Financial Solutions to provide experienced and reliable income tax preparation and filing, as well as other financial services that are designed to optimize fiscal security and provide peace of mind.
- 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 : firstname.lastname@example.org to make an appointment
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