Women-owned
A small, independent practice — not a national franchise. Your fees stay with the person doing the work.
About the practice
Tax preparation that’s guaranteed, accurate, and personal.
Connie L. Oakes is the owner of Oakes Tax Service, LLC and Financial Solutions. She still prepares every return herself.
Connie spent 15 years in banking, working in accounting, before opening Oakes Tax Service, LLC in 2014. The brief was simple then and it is simple now: complete Federal, State, and Local taxes in a timely manner, without outrageous fees.
What grew around that work is a second practice: teaching main-street families how money works. Connie wants clients knowledgeable and comfortable making money decisions that actually lead to retirement — not just a refund in April.
The office is a home office. The service is fully virtual, with contactless pickup and drop-off for neighbors in Mohrsville, Reading, Sinking Spring, and Myerstown. You will never be handed off to a seasonal associate. You will talk to Connie.
How the practice is run
Virtual first
A password-protected portal for uploads, review, and remote signature. FaceTime walkthroughs when you want them.
Education on purpose
Returns come with a conversation. Budgets, credit, students, and retirement are part of the same relationship.
Let’s keep this simple.
Open the secure portal, call, or send a note. Connie will take it from there — no franchise, no waiting room.