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July 2024 by Alexandria Sims
Edit: Okay - I just wanted to point out that there was a huge misunderstanding here. In the stress of moving across states, I didn't realize that doing a tax return for a new client would involve extensive work. Also, I did receive my local tax return - today, July 15th. Apparently there was a glitch over email and it just never came through until today. That's an issue that's out of anyone's control. Therefore, I am updating my review from 3 to 5, Connie was responsive to me even after all of this, and I'll most likely be back for 2024.
I recently moved from NJ to PA and I have a really complicated tax situation (multiple W2’s, 1099s, just bought a house, etc.). My accountant in NJ said they could file a PA return but I wanted to hire someone specifically familiar with PA tax law, which led me to Oakes Tax Service.
Unfortunately, I just don’t think this relationship was a good fit for me. I am used to going into an office and having my taxes done within the hour. This experience is all virtual. It was convenient, but I’m a micromanager, and I found myself constantly having to reach out for updates on the status of my return, as opposed to the business keeping me updated.
After my state and federal return was filed I had to specifically ask about local to which I was told “oh yeah I couldn’t find anything on your county”…and then suddenly they could…after hearing nothing up until about 3 or 4 days before local taxes were due, I was told they were sent to me via email and I’d have to send them in myself with copies of everything.
I never got an email and seeing that conversation took place on a Sunday, I gave it a few days and still received nothing. At which point I got aggravated and filed them myself electronically despite the fact that I had no idea what I was doing.
I ended up getting a state refund, only to receive a letter saying I underpaid my PA state taxes, and owed federal, to which I received a letter from the IRS saying I overpaid by $1200. I don’t get it.
Like I said, this service will probably work for you if you but unfortunately due to my personality and preferences, I found this to be a rather frustrating experience.
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June 2024 by Joni Leh
Connie is awesome!!! We have been with her for years!!! We are very satisfied!!!
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June 2024 by Sheri Reber
We have been going to Oakes Tax service for the past several years. She always is prompt in completing our taxes and is reliable. We recommend!!
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March 2024 by Lisa Millward
We just selected Connie randomly this year in our search for a new tax preparer. From my initial request for information to the completion of our taxes, Connie was so very helpful and efficient. I would highly recommend Connie to anyone!
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April 2023 by Dawn F
Connie has been preparing our taxes for the past few years. She is so easy to work with. We would definitely recommend her to friends and family.
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April 2022 by Zane Miller
Absolutely incredible service! This is our second year using Oaks and we will be back again!
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March 2022 by Lauren Stevens
I just had my taxes submitted by Connie whom I checked out through searching on the internet. Seein others post great reviews on her made me want to see if she could help me out with my taxes. She agreed to take me on as a new client. I could tell she is dedicated to what she does and is such a friendly lady just from messaging her back and forth. Unfortunately, the payment wasn't cheap but with this year nothing comes cheap anymore. I will be sure to use her again in the future!
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August 2021 by Nick Rossi
Connie was recommended to me by a good friend to prepare my parents taxes. She is so helpful in getting their taxes done accurately and quickly. My parents and I are totally pleased with Connie's professionalism, excellent services, and great rates. I would highly recommend her to anyone needing any of the several services that she offers! She definitely deserves 5 Stars!
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June 2021 by nathan long
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!
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May 2021 by Mery Torres
I am glad that i used Connie to do my taxes this year. And will recommend her service to anyone. She answered every question I had in a very professional way. She completed my taxes on time and, I am getting a nice return. Thank you Connie!
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May 2021 by Rick Langlois
Connie is very professional and is always available to answer any questions. Her tax preparations were all done in a timely manner. Would definitely recommend her for anyone's tax needs.
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April 2021 by Brian Krick
Connie has been doing our taxes for 3 years now and she is always a joy to work with. She’s had to research numerous things in order to insure our taxes are perfect. If you want the best she’s the one.
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April 2021 by Stephanie K
Connie is always quick and pleasurable doing our taxes with! Even this year we did everything virtually and she was available when I had questions and helped me through the portal.
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August 2020 by Stormy Lynn
Fast friendly service! Could not get my taxes done in Delaware where I live because of covid. This was perfect! Totally online, quick, price worthy, got my refund super fast. Follow up service excellent. Will totally go back next year.
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August 2020 by Storyteller, Theresa Gee
I am VERY pleased with the service I received from Oakes Tax Service. Because of the Virus and Tax Day being moved around this year, I was scrambling to find someone who could help me get my taxes in before the deadline. Oakes Tax Service to the rescue! Not only were they professional and courteous, they paid attention to every detail. And tax preparer, Connie, is the Best!
