Students with W-2s
Student return
$50Flat fee
- Federal, Pennsylvania or Delaware, and local filing
- Secure portal upload and e-signature
- Identity theft protection
- $1 million audit protection
Serving PA & DE since 2014
Tax preparation from your kitchen table, not a waiting room.
Connie Oakes prepares Federal, State, and Local returns through a secure online portal. Affordable rates, no franchise fees, and $1 million audit protection on every filing.
Monday–Friday 7:30 AM–9:00 PM · Weekends by appointment
Secure online portal
$1M audit protection
Pickup & drop-off
Women-owned · since 2014
Services
What Connie prepares
Personal & family
W-2 households, retirees, students, and anyone who wants a patient review of every line — Federal, State, and Local.
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Small business
Sole proprietors, side gigs, and local owners. Mileage, home office, 1099s, and a year-round conversation about the books.
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How money works
Financial coaching for main-street families: budgets, credit, and retirement conversations in plain English.
Learn moreHow it works
Four steps. No office visit required.
01
Open your secure portal
Register from this website. Create a password once. From then on you upload documents from home — no appointment required.
02
Upload your documents
W-2s, 1099s, last year’s return, a photo of your driver’s license. Add files as they arrive. Connie will message you if anything is missing.
03
Connie prepares your return
You work directly with Connie — not a seasonal call center. She files Federal, State, and Local, then walks you through the result by phone or FaceTime.
04
Review, e-sign, and file
You review the return in the portal, sign remotely, and she e-files. Refunds go by direct deposit. Every return includes identity-theft and $1 million audit protection.
About the practice
You work directly with Connie.
Connie L. Oakes spent 15 years in banking and accounting before opening Oakes Tax Service in 2014. She still prepares every return herself — from a home office, through a portal you can use in your pajamas.
The work is for main-street families in Mohrsville, Reading, and surrounding Pennsylvania & Delaware communities. If you would rather hand over a folder than upload a file, pickup and drop-off are available.
Starting rates
Clear prices. No franchise markup.
Single filer, one W-2
Simple return
$50Starting
- Federal, state, and local
- Direct deposit setup
- Phone review of your return
- Identity theft and audit protection
Most W-2 households
Basic household
$100Typical
- Standard credits and deductions
- Patient walkthrough of every line
- Year-round questions welcome
- Identity theft and audit protection
Seniors who do not qualify for free filing
Senior return
$75Discounted
- Social Security and retirement income
- Patient, unhurried review
- Pickup and drop-off available
- Identity theft and audit protection
Complex returns are quoted after Connie reviews your documents. Full pricing notes
Clients
What neighbors say
“Thank you Connie for taking care of our 2019 taxes. You went above and beyond by coming to our house and picking up our documents, then dropping them off a few days later. Your tax portal was an awesome setup — we electronically viewed and signed our taxes on my iPad while we FaceTimed with you as you walked us through it. Very professional. Definitely 5 stars.”
“Connie is always quick and a pleasure to work with. Even this year we did everything virtually and she was available when I had questions and helped me through the portal.”
“Connie made it super easy to forward all of my documents to her and take care of everything. I have a hectic schedule so this was important to me. Her prices are extremely reasonable.”
Resources
How money works
Taxes · December 10, 2025
The One Big Beautiful Bill Act: what it means for working families and seniors
New deductions for seniors and expanded above-the-line breaks for overtime and tips — starting in tax year 2025.
Taxes · November 18, 2025
Why year-end tax planning matters
A short list of moves to make before December 31 — deductions, credits, and fewer surprises in April.
Money Minded · September 4, 2025
How money works: empowering families to build a better financial future
Connie’s story — why a tax practice became a place to teach main-street families how money actually works.
FAQ
Questions, answered plainly
Do I need an appointment?
No. Most clients never visit an office. Register in the secure portal, upload your documents, and Connie will be in touch. Pickup and drop-off are available in the Reading area if you prefer paper.
What areas do you serve?
Oakes Tax Service is based in the Mohrsville / Reading, Pennsylvania area and prepares returns for clients across Pennsylvania and Delaware. The practice is fully virtual, so you can file from home anywhere those returns apply.
What is included with every return?
Federal, state, and local preparation and e-filing; a phone or FaceTime review; remote signature; identity theft protection; and $1 million audit protection.
How much does it cost?
Student and simple one-W-2 returns start at $50. A typical household return is around $100. Seniors who cannot use a free service are offered a $75 rate. More complex returns are quoted after Connie reviews your documents — no franchise markups.
Is the online portal secure?
Yes. You create a password-protected account and upload documents directly. Returns are reviewed and signed in the same portal. Never email Social Security numbers or full tax documents.
Ready to simplify tax season?
Open the secure portal, call, or send a note. Connie will take it from there — no franchise, no waiting room.