New to O.B.S. Financial

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 possible 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 one for deceased clients. Additional forms may be required based on your answers and tax situation.

 

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