Returning Clients
OAKBANK CLIENTS ONLY
Get a head start by filling out our new client form before your tax appointment.
2018 Tax Year Returning Client fillable.[...]
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Adobe Acrobat document [253.3 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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