My husband and I decided to find a new tax professional to prepare our 2025 taxes. My husband searched Yelp and found Oak Tree services. He was able to quickly make an appointment online. We were able to converse with our tax preparer, Melissa, via email, phone and then for our final tax appointment we met her in person. Melissa has such a warm and lovely demeanor. She is very professional and knowledgeable about taxes. I highly recommend her. read more

The experience was wonderful. From the moment we arrived Melissa made my family and I feel welcomed within her home. The atmosphere was cozy, warm, and inviting. The office was spacious and clean. Melissa helped me and my wife file our income taxes with ease and answered all our questions and concerns appropriately. We also brought our 3 year old daughter with us, Melissa interacted with her made her feel included within the process by offering her a coloring book to keep her entertained. Keep in mind this was our very first experience with Oak Tee Financial and Tax Services, so she really made a first impression. Thank you Melissa and Oak Tree Financial and Tax Services for making the process seamless. I will definitely be back next year and would recommend their services to anybody I come across. read more

I have had the opportunity to not only have Melissa and her brothers assist me with my taxes, but also her father who was amazing. Fruit does not fall to far from the tree as Melissa and her brothers are exceptional at what they do. They are professional, knowledgeable and they are very timely with completing taxes and getting back to you with any questions or concerns. I would definitely recommend Oak Tree Services to any and everyone! read more

Filing your taxes are always so daunting especially when you're a new small business owner and when you've had not so good luck with other tax preparers. Melissa helped us and she was great. So helpful, patient, and professional. She walked us through it all and gave us some great advice. We searched so many tax preparers in our area and Oak Tree was the most affordable. I'm so glad we found them because we found our new tax home. read more

Getting your taxes completed can be a delicate process especially when you have a higher income. It becomes the gift & the curse. From my experience you need a combination of ingredients in your tax person: Knowledge Integrity Grit Patience Intelligence & pride in their craft Mellisa & her team definitely checked all the boxes. Very professional & pleasant experience from the time you enter & leave. I definitely recommend their services if you need a different look or second opinion. Very honest & straight forward service. Feels like you are dealing with a person who wants the best for you & not just punching numbers in the computer! read more

My regular tax preparer went under ground and is no where to be found. I did a very rigorous search for a new tax person. I almost gave into Turbo Tax as Tax Day was approaching. I found Oak Tree Tax Service here on Yelp with great reviews. I reached out with the hope of getting a appointment before the deadline. I was able to schedule before the deadline. I scheduled an in person appt, they also offer online appt, and was very pleased with meeting Melissa. She is very friendly. She has great attention to detail with tax preparation. She explained everything and answered all questions. I was happy with everything as was my wife with her taxes. Oak Tree Tax Service will now be my regular tax preparer and I will definitely spread the word to get taxes done here. read more

I have been Melissa's client for seven years now. I stand by my first review and Oak Tree Services goes above and beyond for their clients. Melissa is empathetic, understanding, accurate and efficient. Tax season used to be stressful and daunting for me, although I know I can count on Melissa to help me every year. I will be continuing to go to her for as long as I can. Thank you for all your kindness and excellent service over the years, Melissa! read more

Very easy to set an appointment with Alex. Also, every question I had about my taxes and starting an LLC he answered. Alex made it feel like we were long time friends and not like a client. Thank you Alex for making this year taxes easy and not stressful! Will go back next year especially if you offer virtual appointments! I recommend Oak Tree services to all who are looking to do their taxes! read more

I have been utilizing oak tree services for over eight or nine years and the service has been exceptional wonderful. I am very satisfied with the services. read more

Great quick and efficient service. I will use them next year. Nice home office and I felt very comfortable. read more

I have been with oak tree for over 8 years & I wouldn't change it now or ever! They are an amazing team .. just try them once I promise you won't regret it !!!! read more

I was recommended this company from a friend 5 years ago and have never once regretted it. Amazing service, and ease of use with their portal. I refuse to do service with any other company for my tax services. read more

Melissa was efficient and knowledgeable in navigating my tax situation. CA was coming after me for taxes in 2020, when I moved back from WA. She assessed the situation and helped me file the correct forms with the state. Their portal is easy to navigate as well. Lastly, she was able to help me remotely, freeing time in my day. I will certainly be a customer of theirs in the forthcoming years. read more

Highly recommend Oak Tree Services. I've been going here for years and have never been disappointed. Melissa makes sure I understand exactly what's being filed. Friendly fast and convenient service read more

I just would like to start off by saying this family owned business is amazing. They always strive to get you the most out of your taxes and I been a client for estimated 15years and absolutely amazing kind, very Professional, and patient. Oak tree is absolutely the best tax service I would ever go to. Thank you Christina Gallegos read more

Doing your taxes can be very daunting. Melissa made things easy! She knew what she was doing, suggested ways for me to get a better refund next year and walked me through the entire process. Walking away I felt confident that my taxes were done correctly and I will return to Oak Tree next year. read more

This is probably the easiest it has ever been to file my taxes. I filed business and personal taxes. Everything was very quick and easy to understand and I did not have to physically go in the office which was great.Melissa was amazing I would definitely recommend. read more

This was my first time getting my taxes and Melissa made it so easy and stress free. She was kind, knowledgeable, and friendly. It's also a very nice environment. read more

I filed my Taxes here! Great service! This company made it very easy for me! I uploaded all my information in minutes and before the work day was over I had my appointment and return filed. Worth every penny and I didn't break the bank either! Thank you so much Oak Tree! read more

My first encounter with Oak Tree services for Tax preparation. Melissa expertise in both personal and business tax prep was refreshing. She shared some valuable insight in getting started correctly in a small business. The fees are very fair for services and knowledge shared. I would recommend any entrepreneur have a consultation with Melissa read more

Great service! Very knowledgeable and provided thorough communication through out the process.

Wow, Wow, WOW! What an amazing experience I had with Oak Tree Services. Alex was AMAZING and was very helpful throughout the whole process. Moving forward I will continue to do my Business and Personal taxes with Alex and Oak Tree. I will continue to advocate for them. read more

Had a mishap happen with another tax company and called this place in somewhat of a panic. When I spoke to Melissa, she not only made room in her schedule, but did it same day. When I arrived, she not only made me feel comfortable but did everything in her power to make sure I didn't leave with a huge hole in my pocket. That being said, I truly believe it was divine intervention that brought me here and I will definitely be back to connect with their other services after tax season. Thanks melissa! read more

I am so grateful that I found this company! I was personally seeking to work with a Black owned business with longevity in the field of tax preparation. As a small business owner myself, I was seeking more hands on-education and tax strategizing in the company I would work with and Melissa has truly risen to the occasion! Not only is she well versed and informed about taxes (sole prop/S-corp and others) but she explains it all in a way that the everyday, non tax person ( such as myself) can understand! I have truly found a gem in the IE and look forward to this new found partnership! read more

First year client and they made doing my taxes extremely easy. We had used H&R Block before, they were rude and overcharged us. Melissa was very nice and helpful and the charge was almost half what H&R block charged us. Also, we did our taxes last minute because we always procrastinate and Melissa had them done the very next day. Very impressed with this place and we will never go anywhere else. Highly recommend!! read more

Amazing service, Melissa has been wonderful on responding to my emails and any questions I may have. We have been doing our taxes for a few years now with her and will continue to do so. read more

I contacted oaktree regarding tax services and got a response "call H&R BLOCK!" I don't understand why they are not interested. I also don't understand why they have to be so rude. Maybe they have enough clients. (Inquiry via there website) read more

Oak Tree Services - Notaries Near Me - Rancho Cucamonga, California

I will attempt to make this quick. I had a new tax person last year and ended up paying 33K in back taxes, really nice guy but he was there to only do his job of filing. Contacted Melissa and she was able to ask the questions that on one else asked me because I did not know what to ask. She did a great job and i left with more knowledge and information than what anyone else was willing to give me in the last six years. Excellent service! read more

This was my first time using Oak Tree and i could say I'm very pleased with the service Mellisa provided me. I would definitely recommend using this company for all your tax needs! Very easy to communicate with. They are professional, knowledgeable and gave some great information regarding my business taxes and personal taxes! Thanks again Mellisa/Oak Tree Services read more

Twice in 1 months time I needed papers notarized. with a single phone call and a short drive I showed up and was handled quickly and professionally. I will use again and would recommend to others Thanks again oak tree read more

This was our first year meeting Melissa and having Oak Tree Services do our taxes. She was both completely professional and nice, putting us at ease right away. Her manner and her expertise made the completion of this year's return very smooth and we will definitely return next year. Thank you Melissa! read more

I believe I have been doing my taxes with them for 3 years now and I absolutely appreciate how easy they have made tax season for me. Melissa is so down to earth and is very straight forward. They make it fast and easy for you. I would not trade them for the world. You won't be disappointed ! read more

I received a notice from IRS saying Oak Tree filed my tax return with incorrect information and not qualify for Education Credit. I explained to Melissa and email her the letter from IRS. She reply me and gave me instruction of how to respond to IRS notice over the phone, and tell me good luck! =( i would not recommend going there. read more

I'm so glad I found Oak Tree Services. What a gem. Melissa is GREAT. Everything went smoothly, and I received my tax refund shortly after filing. read more

I was in need of a new tax professional due to my previous one moving out of state. I researched and found Melissa who had great reviews. I booked an appt with her and she prepared my taxes. She was very thorough and professional and above all very knowledgeable. I highly recommend Melissa for your tax services! read more

Melissa is a tax queen! She's totally held my hand, answered all my questions and gotten back the maximum for Both this year and last! Totally recommend!! read more

If you are looking for a professional tax service, look no further! Melissa Hyles completed my 2019 returns in an expedient manner. From the onset, she listened to my concerns and provided me with sound advice in regards to filing my returns. I will refer Oak Tree Services to friends & family. I would much rather support a local family business, over the large tax businesses that function on an impersonal level. Lianne D. read more

I highly recommend Oak Tree Service for all your tax needs. I've been a client now for several years and never been disappointed. Melissa is always professional and courteous. The service have always been excellent!!! read more

Oak Tree Services is one of the most professional, informed and efficient services I have ever work with. Melissa not only prepared my taxes in an expedited manner but she also took the time and gave me her professional advice and a plan on what I should be doing throughout the year to stay on track as a new entrepreneur. It's because of Melissa's knowledge beyond taxes that Oak Tree Service is not just a seasonal business for me but one I'm rooted in and reach out to regularly for all her financial management services. It's not often you find a long standing family business that has transitioned to the next generation and been managed so well. Whether its taxes, business formations, notary services, or legal documents I know you will be satisfied and confident when working with Oak Tree Services. read more

I have been using oak tree for over a decade. They have great customer service , very easy to contact. I would highly recommend them . I am very happy with there service read more