New Client Checklist

New Client Checklist

  • Please provide prior-year tax returns in addition to all 2021 tax information.
  • Be sure to include your name and phone number, along with the best time to contact you.
  • Be sure to include the new client questionnaire.
  • Provide bank information for direct deposit or automatic withdrawal if taxes are due. Include a voided check.
  • Provide a copy of your driver's license. An IRS requirement to e-file your return.
  • Any Dependents? Provide a 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 the parent claiming the 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.


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