Tax Season Planning Check-In

If you’d like to set up a meeting to discuss tax preparation, please email us or use the self-scheduling link below:

Please take 1–2 minutes to answer the questions below so we can coordinate properly and support you in the way that best fits your timeline.

Please do not share sensitive personal information in this form (e.g., Social Security numbers, account numbers, or passwords).

35 King Street, Suite 10    
Burlington VT 05401

info@oakmaple.com                802-662-2880

About
Team
Services
Client Resources
Contact

©2022 Oak Maple Finance
All Rights Reserved

OAK MAPLE FINANCE, LLC (“OMF”) is a registered investment advisor offering advisory services in the State(s) of Vermont and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by OMF in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of OMF, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.