How Money Works: Empowering Families to Build a Better Financial Future
By Connie L. Oakes, Owner of Oakes Tax Service, LLC & Financial Solutions
When I started Oakes Tax Service, LLC in 2014, my goal was simple: to provide affordable, accurate tax services without the outrageous fees. But over the years, I’ve come to realize that my true passion lies in something even deeper—educating families about how money works.
Too often, I meet clients who feel overwhelmed by their finances. They’re unsure how to budget, how credit scores work, or how to plan for retirement. That’s where I come in—not just as a tax preparer, but as a financial educator and advocate.
💡 Why Financial Education Matters
Financial literacy isn’t just about numbers—it’s about confidence. When you understand your money, you can make decisions that align with your values and goals. You can stop living paycheck to paycheck and start building a future you’re proud of.
At Oakes Tax Service, I help clients:
- ✅ File Federal, State, and Local taxes accurately and affordably
- ✅ Understand and improve their credit scores
- ✅ Create realistic budgets that support their lifestyle
- ✅ Begin or refine their retirement planning
🎯 Who I Serve
I work with main-street families—the everyday people who are working hard, raising kids, paying bills, and trying to make smart choices. I also love working with high school and college students, helping them build strong financial habits early in life.
Whether you’re just starting out or preparing for retirement, I want you to feel empowered and informed.
📣 Let’s Talk!
If you’re ready to take control of your finances, I’m here to help. Let’s work together to build a plan that works for you—one that’s rooted in knowledge, not fear.
👉 Schedule a consultation today and take the first step toward financial freedom.