Oak Tree Financial & Tax Services is a family-owned tax preparation and financial services company based in Rancho Cucamonga, CA. They specialize in individual and business tax preparation, offering expert guidance tailored to clients' financial needs. The company's services also include business formation, notary, bookkeeping, payroll, and business consulting to support entrepreneurs and growing businesses. Customers praise the professional, reliable, and personalized solutions provided by the dedicated team at Oak Tree Services, who strive to help clients achieve their financial goals. Clients highlight the company's fast service, informative conversations, and personable yet professional approach. With Melissa's knowledgeable and courteous service, Oak Tree Financial continues to be a great choice for tax preparation and financial services.
The experience is always the best!!! Always get the most for my refund
May 2026
I had an excellent experience with Oak Tree Tax Services, and I cannot recommend them enough. Alex did a phenomenal job throughout the entire process. He was incredibly patient, professional, and took the time to answer every single one of my questions thoroughly and without any judgment on my limited knowledge.
April 2026
I scheduled a next day consult appointment. The appointment scheduling/rescheduling system is easy to use, and I received prompt and supportive feedback on all my questions. Looking forward to working w/the Oak Tree team for my other business needs!
