Reading, Pennsylvania and the surrounding communities
New Client Checklist
Everything you need to gather for a smooth, fast, and accurate tax filing season.
- Personal Identification: A copy of your Driver's License or State ID (The IRS requires this to securely e-file your return).
- Prior Year Return: A copy of your last filed tax return (if you are a new client to Oakes Tax Service).
- Income Documents: All W-2 forms from your employers.
- Retirement & Pension Income: Form 1099-R (for pensions, annuities, or IRA distributions) and Social Security Statements (Form SSA-1099).
- Investment Income: Form 1099-INT (Interest), 1099-DIV (Dividends), or 1099-B (Brokerage sales).
- Direct Deposit Info: A voided check or your bank account and routing numbers so you can receive your tax refund as fast as possible.
- Dependent Information: Names, dates of birth, and Social Security cards/numbers for your children or dependants.
*Please note: To better serve our individual and family filers, we no longer accept small business receipts, Schedule C self-employment records, or rental property documents.
Call (610) 929-2515 or email: oakestaxes@outlook.com to make an appointment.