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Oak Tree Financial & Tax Services

4.9

About this business

Specialties: With 25+ years of experience, we specialize in Income Tax preparation, Notary, and Much More. Established in 1994. Family owned business specializing in Income Tax Preparation. We have been in business for 20+ years and strive to provide excellent customer service to all our clients. 

Location details

9457 Cedar Glen Pl, Rancho Cucamonga, CA, 91730, United States

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WeekdayScheduleStatus
Mon9:00 a.m. to 5:00 p.m.
Tue9:00 a.m. to 5:00 p.m.
Wed9:00 a.m. to 5:00 p.m.
Thu9:00 a.m. to 5:00 p.m.
Fri9:00 a.m. to 5:00 p.m.
SatClosed
SunClosed
4.999 reviews
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Megan Cazarez's profile image
Megan Cazarez 
on Google
a week ago

They helped me with trust taxes and were a life saver! Very professional and kind. Definitely will return. 

Miguel Hernandez's profile image
Miguel Hernandez 
on Google
2 weeks ago

Been going with them for 2 years. very professional, friendly and know what they are doing. Will definitely recommend. 

Wanisha Pippen's profile image
Wanisha Pippen 
on Google
3 weeks ago

Relocating to a new city, I was initially apprehensive about selecting the right tax service provider. However, Oak Tree Service quickly alleviated those concerns. My first experience was exceptional, marked by a warm and welcoming atmosphere. They asked insightful questions to ensure accuracy, making the process efficient and enjoyable. I even appreciated the light-hearted banter while my files were being processed. This positive experience guarantees that I will return year after year. 

Anna Cueva's profile image
Anna Cueva 
on Google
3 weeks ago

I have been doing my taxes by Melissa for over six years and I can say, she is the best! 

James Taylor's profile image
James Taylor 
on Google
a month ago

I’ve never filed taxes before and was unsure how this would be but from the easy to navigate personal portal system to the kindness felt over the phone during conversation this was one of the easiest things I ever done. Top tier professionals! Ms. Melissa not only did everything to get me the most on my return she could, I honestly was not expecting to get what she was able to get me. I know for certain who I’m sticking with for now on for my taxes. 

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Frequently asked questions about Oak Tree Financial & Tax Services

How is Oak Tree Financial & Tax Services rated?

Oak Tree Financial & Tax Services has a 4.9 star rating with 99 reviews. 

When is Oak Tree Financial & Tax Services open?

Oak Tree Financial & Tax Services is closed now. It will open at 9:00 a.m. 

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