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.