Privacy

Oakes Tax Service, LLC and Financial Solutions prepares tax returns and stores client documents in a secure portal — not in the contact form on this website. Messages you send from these pages open your own email to [email protected]. They are not saved on this server.

Do not send Social Security numbers, bank account numbers, or copies of tax documents by ordinary email. Use the client portal, or arrange a pickup.

This site may store checklist progress in your browser’s local storage so you can return to a half-finished list. That data never leaves your device.

For questions about client files, call (610) 929-2515 or email [email protected].