To ensure that your tax filing is completed within the scheduled time, please carefully follow the instructions provided in your confirmation email and come prepared for your appointment.

Each booking necessitates a deposit, which will be applied towards consultation fees or tax return preparation charges. Please note that deposits are non-refundable if you fail to connect at the scheduled time or if the booking is canceled within 24 hours of the appointment. Arriving more than 15 minutes late will be considered a 'no-show'.

For a detailed breakdown of our service charges, please refer to our Fee Schedule.

The Internal Revenue Service (IRS) cross-references information returns/forms with the amounts reported on tax returns. A negligence penalty may be assessed for underreported income or overstated deductions. Therefore, it is crucial to ensure all information returns reflecting amounts reported to the IRS are included with your organizer. These documents typically arrive in envelopes marked “IMPORTANT TAX DOCUMENTS ENCLOSED.”

Please submit the following forms, if applicable:

• W-2: Wages

• Schedules K-1

• 1095: Healthcare

• 1099-R: Retirement

• 1099-INT: Interest

• 1099-DIV: Dividends

• 1099-B: Brokerage Sales

• 1098: Mortgage Interest

• 1099-MISC: Rents, etc.

• 1099: Any other 1099 forms

• 8886: Reportable transactions

• 1098-T: Education

• Closing Disclosures: Real estate sales/purchases

• Bank Account Information: For direct deposit of tax refunds and direct debits of taxes due

• Social Security Numbers: New dependents and spouses

If you suspect that you might be missing some tax forms, you can download a Wage & Income transcript from the IRS Website. This transcript lists all income reported under your SSN.

If you are a new client, please also provide your previous year’s tax return.

We are environmentally conscious and encourage you to avoid printing electronic documents. Please upload your documents to us via email at oklemcpa@gmail.com. Alternatively, you may bring your documents in electronic format to your appointment.

If an extension of time is required, any tax due must be paid with the extension request. Taxes not paid by the filing deadline may incur late payment penalties and interest.

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We look forward to providing our services to you. If you have any questions regarding any items, please do not hesitate to contact us.

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