My family and I have been loyal clients of OC Financial Services for years. The owner, Irene, is a…read moretrue expert and incredibly compassionate; she always goes the extra mile to ensure everything is explained thoroughly. This year, Michelle handled my taxes; she was so professional, knowledgeable, and patient with all my concerns. I can't recommend them enough, the entire staff is truly amazing!

My experience with OC Financial Services was great from the initial phone call. When our…read moreappointment with Irene,for tax advise,she listened to our concerns and gave us answers we could understand. Irene went way way beyond what we expected. The whole office was very accommodating and pleasant .We did not feel rushed one bit.Thank you Irene and staff for your caring manner.With out hesitation we will be back!

Very polite and very professional, Michelle was excellent and answered all of our questions. She…read morewas so engaging, she made us feel like we had been going there for years. Top shelf service.

This place is great, have gone here 3 times with my life partner. We have made so much money from…read morethe refiling/amending of our taxes. They do a thorough job and will get you what you want and then some. Never using turbotax again hes got lifelong customers now.

I was referred to James through a friend and I couldn't be more pleased with my taxes!! I am not…read morethe greatest when it comes to taxes, but James was so patient and understanding and walked me through the whole process. His reports are extremely detail oriented, thorough, and takes the time to go over every part of your return/money owed and answered every question I asked (and I had a lot!). He went above and beyond for me and I can't thank him enough for helping me through a pretty stressful time. HIGHLY RECOMMEND and definitely coming back to him next year. Thank you again James!!

I've been going here with my stepdad once I started working a couple years ago. Their service is…read moregreat! They have always been very helpful with me, especially since I'm in college. They have always been so efficient, it takes 30min to an hour top. And that's doing mine and my stepdads in the same appointment! You need someone reliable, come here!

I discovered Monica Ji during a challenging time. My wife and I had been using TurboTax for years,…read morebut after experiencing several major life changes in a short period, we found ourselves in a complicated tax situation. Unfortunately, TurboTax's summary of our filing did not help us identify the issue. This year, we decided to hire a CPA, which is how we found Monica. We explained our situation and sent her our tax documents via a secure Dropbox. Within a week, Monica reviewed our information, filed our taxes, and pinpointed the issue that had caused the confusion. Thank you, Monica--we look forward to working with you in the future!

I came to Monica with terrible state of business taxes..late and overall just unorganized. During…read morethe pandemic it was more than difficult to find good tax help. Monica took me on right of way and was working on our multiple issues since the beginning. She was thorough. Asked lots and lots of questions for our benefit and overall just have superb work ethic. It's been amazing working with her and just over all grateful that she has gotten us to compliance... and is now preparing us for next year ! Thanks again Monica ! You are a life saver ! Happy to have this business relationship with you !

I've been coming here for the last 4 to 5 years and I have to say I am actually very happy with…read moretheir service each year. They go out of their way to try to minimize the amount I have to pay back. This year was no exception.

Gul is argumentative and rude. Will not be returning here again. Overpriced as well. Cost did not…read morematch what was advertised on the wall

I was referred here by another coworker. Jesse Vasquez was the first available tax specialist. I…read morehave have a complicated tax matter related to the sale of a home and 3rd parties involved. Jesse helped me with the tax situation and I received my reimbursement within 2 weeks. He was very helpful, knowledgeable, and available. I highly recommend Jesse.

First time doing my taxes here. Edgar was very informative and helpful. Appointment was quick…read more Definitely worth having him do my taxes this year.

RAMONA IS A QUEEN!!!! Yesss!!! Me and my husband have been on the search for a good tax person and…read moreWOW did we find the right person! It's so hard to find someone we can trust and who we click with and didn't want to charge up the ying yang !! We have been through so many different people and I am so grateful we found her !! COME TO HER FOR YOUR TAXES!!!!!!

My Husband and I Love doing our taxes with Ramona!! She's so knowledgeable and she is very thorough…read morewith how she does her taxes!! She always fits us in her schedule to do our taxes and always does her best to try to get us our tax advance! We have been coming to Ramona for Years and we won't stop coming here(:

Just had Frank complete my 2022 returns,…read more He's very good & detailed If you owe money Frank will look into what possible write-off's you may qualify for to reduce that, If you're getting money back Frank will also do the same to see how he can maximize what you qualify for Tax agents do Not control what you owe the Government, you do! They should be trusted people who guide you through the process making it smooth for you and your family

Frank is a great combination of friendly and professional. He answered all my questions, gave good…read moreadvice, and worked very quickly to sort through what I needed. Feel like I understand my tax situation much better, and it feels great to have everything filed. It's also great he offers the option to pay for his services through VenMo and Zelle. Super convenient. He was recommended to me by friends. Now I'm recommending him to you!

Kyle is the BEST for TCO all your tax needs! We have been with this business for over 20 years,…read morestarted with his dad. (May he rest in peace) If you don't have a tax person- Kyle is your guy!!

I have been a client for over 20 years, and for the first 18, the service was outstanding. Since…read moreDon's retirement, however, the experience has declined significantly. His replacement, Ryan, is often unresponsive to status updates--a sharp contrast to Don's efficiency. Furthermore, when attempting to address these concerns with the owner, the receptionist was condescending, stating the owner is "too busy" to speak with anyone not considered a priority. Disappointing shift in culture.

Great experience. Easy to work with. Calm. Friendly. Got the stressful situation handled.read more

I cannot say enough good things about working with Anthony! I'm extremely grateful for the help…read morethat I received. I was dealing with personal and business tax issues and felt very overwhelmed and anxious. I was met with patience, kindness, and I never felt judged. Everything was handled professionally and explained clearly even when I asked multiple times. I highly recommend to anyone who needs a supportive and knowledgeable accountant. I absolutely plan to continue working with them going forward. Thank you!!!