WE SIMPLIFY YOUR LIFE

NEW CLIENT CHECKLIST

  • Please provide prior year tax returns in addition to all 2020 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