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Oak Tree Financial & Tax Services

Tax preparation service● Unknown Hours
4.9(127)
Oak Tree Financial & Tax Services

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All
By owner

What reviewers say

Customers consistently praise Oak Tree Financial & Tax Services for professionalism, knowledge, and exceptional service.

Themes summarized from customer reviews (sample of 8)

How welcoming and comfortable is the environment at Oak Tree Financial & Tax Services?

Multiple customers describe the atmosphere as cozy, warm, and inviting, noting a spacious and clean office. One review specifically mentions Melissa making a family with a young child feel included with a coloring book.

Source: 4 of 8 reviews • Confidence: high (explicit mention)

How knowledgeable and professional is the tax staff, particularly Melissa?

Five of eight reviewers highlight Melissa's extreme knowledge, professionalism, patience, and clear explanations, making the tax process smooth and stress-free. One reviewer emphasizes her attention to detail and dedication over 20 years of patronage.

Source: 5 of 8 reviews • Confidence: high (recurring theme)

How does Oak Tree Financial & Tax Services stay current with tax codes?

Several reviews note that Melissa stays knowledgeable about new tax codes, which can result in better tax returns for clients.

Source: 2 of 8 reviews • Confidence: medium (specific mention)

How responsive and helpful is the team when issues arise?

One review praises the team for going above and beyond when a tax issue unrelated to the business was encountered, demonstrating care and helpfulness.

Source: 1 of 8 reviews • Confidence: medium (specific anecdote)

How would you rate the overall reliability and trustworthiness of Oak Tree Financial & Tax Services?

Customers repeatedly recommend the services, describing them as reliable, trustworthy, and family-owned, with a focus on integrity and warmth.

Source: 5 of 8 reviews • Confidence: high (recurring theme)

Ratings

4.9

4.9

127 reviews

5
124
4
1
3
0
2
0
1
2

Location

9457 Cedar Glen Pl, Rancho Cucamonga, CA 91730

Rancho CucamongaCA91730

Hours

Monday9 AM–5 PM
Tuesday9 AM–5 PM
Wednesday9 AM–5 PM
Thursday9 AM–5 PM
Friday9 AM–5 PM
Saturday9 AM–5 PM
SundayClosed

Popular Times

Amenities & Details

From the business

Identifies as Black-ownedIdentifies as women-owned

Service options

Online appointments

Accessibility

Wheelchair accessible parking lot

Planning

Appointment requiredAppointments recommended

Details

Plus Code
3CJ4+Q5 Rancho Cucamonga, California
Timezone
America/Los_Angeles
Google Place ID
ChIJ5-Pog3Mow4ARQZmMSRTiNPU

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