COVID-19 NEWS

In Order to protect our Clients & Staff, we are doing everything in our power to comply with social distancing by limiting 1 on 1 interaction. As a result we are proud to offer you the following options:

Web Meeting

We have now created a new way to deliver our unique tax experience through Webinars, allowing you to see your tax return in the comfort of your home as we review it with you. All you need to do is:

  • Register online
  • UPLOAD, email or drop-off all of your tax documents 
  • We will contact you once the return is complete and schedule a time for your online meeting
  • You can chose to:
    1. Pick up your return
    2. Receive it through email 
    3. Have it mailed to your home for an extra cost
  • You will also have the choice to sign your documents: 
    1. In person (upon pick up)
    2. Through DocuSign, our secure electonic signature platform *prefered*
    3.  At home via email (scan signed documents and send to our email)
  • You will receive a scheduled email to join your web meeting 
  • We will review your return and answer any questions you might have

Our email is forms@obstax.com

 

For informative videos on how to use our electronic services Click Here

 

Review over phone call

We are now open to review tax returns through a scheduled phone call. All you need to do is:

  • Register online
  • UPLOAD, email or drop-off all of your tax documents 
  • We will contact you once the return is complete and schedule a time for your phone call
  • You can chose to 
    1. Pick up your return
    2. Receive it through email 
    3. Have it mailed to your home for an extra cost
  • You will also have the choice to sign your documents:
    1. In person (upon pick up)
    2. Through DocuSign, our secure electonic signature platform *prefered*
    3.  At home via email (scan signed documents and send to our email)
  • At the scheduled time of your appointment, we will call you to review your return and answer any questions you might have

Our email is forms@obstax.com

 

For informative videos on how to use our electronic services Click Here

Secure email (no review required) *NO OFFICE VISIT*

For clients who do not require any review or have any questions about their tax return, we can deliver their return electronically through email.

  • How To Video'sRegister online
  • UPLOAD, or email all of your tax documents 
  • We will contact you when the return is complete 
  • Any forms needing to be signed will be sent via email through DocuSign
  • Once all forms are submitted and payment has been received we will send you your return via email 

Our email is oakbank@obstax.com

If we have any questions or feel it is important to talk to you, we will always reach out.

 

For informative videos on how to use our electronic services Click Here

In person meeting

In order to continue our unique tax experience we are continuing with our in person appointments with the following option:

  • Register online
  • All clients are asked to DROP OFF all tax documents in person IN ADVANCE or UPLOAD their documents using our online registration form IN ADVANCE
  • We will complete your return & contact you then, schedule a short meeting for your review & to answer any questions

Our email is forms@obstax.com

If we have any questions or feel it is important to talk to you, we will always reach out.

 

For informative videos on how to use our electronic services Click Here

Drop-off & Pick-up

For clients who DO NOT want to use our electronic services and DO NOT require any review or have any questions about their return, can pick up from our office.

  • UPLOAD, email or drop off all tax documents in advance
  • We will contact you as soon as the return is complete and ready for pick up

Our email is forms@obstax.com

If we have any questions or feel it is important to talk to you, we will always reach out.

 

For informative videos on how to use our electronic services Click Here

Here's where you can enter in text. Feel free to edit, move, delete or add a different page element.

 

 

Print Print | Sitemap Recommend this page Recommend this page
© O.B.S. Financial Ltd.

This website was created using 1&1 IONOS MyWebsite.