What's your peace of mind worth? For me, having my taxes done by Oak Tree is a simple no-brainer as it's one less thing to worry about and it's something I know will be done right! As a young man, I used to complete the 1040 EZ form myself. Now, having secured some property and a higher overall income, it pays to have a professional servicing my interests, especially in an environment in which already complicated tax-related laws change often. In addition to the yearly service, Melissa and the team sends out practical tips and advice to maximize my returns for the coming year. I've also found the tax-preparers there, besides being professionals, to be very knowledgeable, sociable, and willing to answer any related question anytime during the year. So if like me, you are tired of the big chain stores, tired of bouncing year after year to different companies based on their advertising or staff turn-over, if you are looking for a small, reliable, and dedicated group of individuals you can grow with, I highly recommend Oak Tree services. Ultimately, peace of mind, as you move to secure your goals and dreams, is everything. read more

Three years ago I had problems due to another tax preparer excluding things from my filings; I was referred to Francis and not only did he amend my taxes, I also received tax refunds, which eliminated me paying out of pocket. That was 6 years ago. Francis has also been helpful in other legal issues as well. For the last 2 years Melissa has been preparing my taxes. Let's just say the apple doesn't fall far from the tree. Francis and Melissa provides excellent customer service and always will go the extra mile to provide answers for any questions you might have. Client for life, love you guys. read more

Wow! Where do I begin.. I been going to Oak Tree for over 10 years now when I lived in Azusa. Then I moved to the IE and continued to drive to them in Azusa. Then they moved to Rancho Cucamonga and they were closer to me! I originally was helped by their father Francis who was AMAZING at his job and a GREAT person! After he passed, I continued to go to them. Melissa is awesome!! She is not only great at what she does but is such a nice and genuine person. I now am living in Kansas and I still have them doing my paperwork. I HIGHLY RECOMMEND OAK TREE FOR ALL SERVICES. read more

I was referred to Oak tree thru a co worker and at first I wasn't going to go because I'm used to the person that does mine but when I walked out of that office I said WOW!!! Melissa was very helpful and did everything in a timely manner very polite got me a great return and educated me on how taxes work and didn't rush me even though she had other people waiting to be helped... I will be sure to come back and Refer someone because they give $50 referral fees with no cap that's easy money... Try out Oak Service. read more

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. Thank you Melissa! read more

If your looking for a good company to do your tax than this ISNT your spot but if your looking for the BEST company to do your taxes than this is your spot!!! Melissa was very good with my business taxes, took her time with explain everything to me and showing me how business taxes works. I've read most of these review and it seems like everyone had the same great experience that I had. I also referred 7 people and got a check for $50 each person ($350). Thanks Melissa see you next year. read more

Last year I tried to do my fiancé taxes and it was way to much to many documents I had to go through. I called Melissa and she was very helpful and got him more than what I expected for his refund. There were so many deductions that he was able to get even turbo tax didn't have on there program. Once again we use there services again this year. The process was fast and easy and they offered advance loan this year which helped out with a couple of bills. read more

I have been a client with Oak Tree for Years. Melissa is always professional and prompt in completing my return. Tax season can be unnerving at times, especially when transitioning from personal to business returns, but she makes me feel so reasured and at ease each and every time. Ill be a client for life at Oak Tree, thank you again for all your help. read more

This was my first year doing taxes and Melissa made it very quick, easy, and painless. She's very detailed oriented and makes you feel like a human rather an idiot like some accounts. Also, she's friendly, patient, and tries to answer all questions to the best of her ability and honestly. If you need your taxes done, this is the place to do it. read more

I've been using Oak Tree's services for years. They take the time to know their clients to to provide the most optimal assistance possible. Their knowledge in the business is bar none/stellar! I'm grateful to Oak Tree for handling my financial affairs! I HIGHLY recommend then, if you're looking for honest experts for financial services!!!! read more

I was really nervous about filing my taxes this year because I "made more money" because i quit my job last year and cashed out on my vacation. Melissa really helped me find all the deductions possible so that I wouldn't owe. I really appreciated all the help that was offered and I would definitely recommend their services in the future. read more

Oak Tree Services is a very professional and well put together business. I've had the pleasure of using their services for the past 2-3 years and every staff member is beyond exceptional. Melissa and Alex are very friendly, helpful, and knowledgeable! They will definitely take care of you and your needs here. 10/10 recommended! read more

If you are looking for a professional tax service, search no further. Melissa Hyles and her team will deliver the best customer service around!! Melissa has processed my taxes for several years now and she is amazing, alway so professional and courteous. I refer Oak Tree Services to ALL my friends & family. read more

I have been going to Oak Tree to get my taxes done for 9 years now! I absolutely love Francis and Melissa! Even though I moved up to San Francisco, I still get my taxes done from them. I wouldn't trust anyone else to do my taxes. I have always referred all my friends and family. They are amazing! read more

Third year with oak tree services and I love this company and family. They are the absolute best! My entire family and most friends now come here too. Very reliable and trustable and are on top of things. Super friendly and sweet. Definitely highly recommend! read more

The best services. I contacted Melissa Monday morning she responded within a timely fashion. Any questions or information I needed pertaining to my taxes she was able to answer them and or direct me to other resources to satisfy my need. Definitely recommend. read more

I have been going to Melissa for the past 3 years now and every year it's the same amazing very friendly very informative customer service! I got recommended by my mom now if you're reading their Yelp, I recommend you! Thank you once again Melissa! read more

Have been going to Oak Tree services for 3 years and have never had any problems. They are very helpful in including every thing that I qualify for and the service is professional and friendly. I recommend them to all my friends and family read more

This place is awesome!! I've been coming here for about 3-4 years now and counting... The staff is professional, friendly, and knowledgeable #1 in my book... Francis and Melissa thank you both for your great public service to the community. read more