New to OBS Tax Services

OAKBANK CLIENTS ONLY

Get a head start by filling out our new client form before your tax appointment.

 

 

2018 Tax Year New Client fillable.pdf
Adobe Acrobat document [209.9 KB]

In order to ensure our accuracy, and make sure you pay the least amount possable we ask that all clients complete our registration forms. New This year are 3 seperate forms, one for New Clients, One for returning Clients and ones for Deceased Clients. Additional Forms may be required based on you answers and Tax Situation

 

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