I don't recommend this place - getting charged over $175 to scan documents and send to an email. They're thieves and I'm not saying this because I want to bad mouth anyone but this is insane. I work in law and scanning a document shouldn't be charged whether it's one page or 1,000 pages If their machine is slow as they claimed over the phone then why should the client be penalized then excuses it with "well my employee stood there for two hours!" So what?! That's why she's your employee that you hired to provide a service for an hourly wage. Not in my years of experience doing immigration work or personal injury work have I ever charged struggling families for this. That's not right. I can only imagine the insane amount they charge for getting your taxes done here. These are hard time for immigrant families, this is not the time to be greedy. Actually it never is the time. read more

OC Financial Services - This is the conversation I had with my client who I'm doing immigration work for. $175?! - Financial Advising Near Me - Fullerton, California

After our previous tax preparer disappeared off the face of the Earth several years ago we had to find a new person to trust with our financial life... That person turned out to be Irene Christiansen, owner of OC Financial Services in Fullerton CA. Irene is professional & knowledgeable in all aspects of financial management, planning, & tax preparation! She communicates to her clients in a way that's accessible, helpful, & completely understandable -- She meets all her clients exactly where they are in their knowledge of their finances. Her fees are reasonable & her demeanor is warm & friendly. I am happy to have found someone to care for our financial needs that is trustworthy & thorough. read more

OC Financial Services - 2026 Calendar - Financial Advising Near Me - Fullerton, California

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Such a good team here! I absolutely love Michelle! She is always so attentive and on top of things. She also gets back to me in a timely manner and is willing to take the extra time to answer all of my questions. read more

The service here is amazing, Irene really explains everything in detail and creates a comfortable environment to complete our taxes. It is a valuable and reliable service and I enjoy coming here each year. read more

I worked with Brian last year and had a great experience, so I came back again this year. Since he wasn't available, I was scheduled with Irene and I'm so glad I was. She made the entire process smooth and stress-free. She's honest, transparent, and truly puts her clients first. That kind of integrity builds real trust. I'll definitely continue coming here! read more

I wanted to give my experience doing business with Irene and her company and why I would not come back here. Irene completed my business and personal tax returns for 2024. Prior to contacting her, I looked at a few different companies and settled on OC Financial Services. According to her website, the initial cost of a corporation return was $475. This includes a full tax preparation for State and Federal with direct deposit to your bank account at no extra charge fee, this will be your starting fee if you own a corporation, and when you provide all balance sheets and profit & loss statements. This also includes upto (2)K1 forms per preparation. When I contacted her office to schedule an appointment, they let me know to send in my documents by email before coming in. I emailed my documents on 2/10/25. My first in person appointment was on 2/12/25. During this appointment they had already prepared my returns for my personal and business. I was surprised that they already had my returns ready and all I needed to do was review them and come back in on 2/26/25 to sign my returns and pay the fees. During my first appointment, I asked how much the cost would be for my business and personal. Irene told me $1500 total. Prior to my second appointment on 2/26/25, I asked multiple times if I could get a breakdown of the fees after the initial cost of her services. I asked on 2/23/25 by email, 2/25/25 by phone and 2/26/25 by text and never given an invoice or breakdown. During my appointment on 2/26/25, I asked again for a breakdown on how she got to $1500 from the starting fee of $475. The only response I was given was because of liability. I felt uneasy after I received that answer but decided to sign and pay because it was getting close to the deadline for the corporation return. When it came time to pay for her services, she said for the corporation, it would be $1500 and from what I can remember, I think she said " since I like you, I will not charge you for your personal return". This was completely different from what she told me during our first appointment on 2/25/25. Prior to writing this review, I emailed Irene to get some clarification on the cost of my return. She said my corporate return required significantly more work than a very simple return. I do not believe this to be true. She said she had to do the following for my return: year-end review of your bookkeeping/income/expenses, Expense reclassification, Officer Compensation review, Shareholder basis review, Multi-layer Compliance verification, Additional liability exposure due to missing or imcomplete data, Required follow-up. The only additional work that I was aware of was required follow-up, which was done after I paid the fees on 2/26/25, because I unknowingly provided a old pin from the IRS. After she emailed me 3 times regarding the pin, the return was able to be filed. I was never notified about the other additional work and was never told the cost until I emailed her on 11/23/25 and was given this explanation. I provided complete balance sheet and complete profit and loss. She could not have reviewed my bookkeeping because I never gave her access to my account software. She said I came into her office more than a couple of time when I only went to her office two times. I am not asking for a refund or adjustment since it has been some time since the returns were completed, but I do feel like I was mislead when it came to the cost of her services. At the bottom of her email it says "No gimmicks. no fluff. Straightforward. Honest. Affordable. Ethical." My feeling toward this is the complete opposite. If you do any business with this company, make sure you get in writing the detailed cost of the services at your first appointment. I mistakenly trusted what I saw on her website. I would not come back here because I feel like they are not forthcoming with the cost of their services, as I said before, I asked multiple times for a breakdown of the fees after the initial cost and it was never given to me. read more

OC Financial Services - Initial cost of corporation returns - Financial Advising Near Me - Fullerton, California

Very thorough and attentive service, with clear communication and strong customer service skills.

We have been going to OC Financial Services for over 17 years. Irene has taken care of our tax returns every year. She is Very straightforward and shows you every step as she is filling your forms. When we do have questions regarding our taxes, she always available to guided us through the situations. I strongly recommend Irene and her team they are phenomenal. read more

I love coming back every year, Michelle is always so helpful. She makes sure to take care of my parents as well. It's such a smooth process, they are patient, and care to educate you & the community. I appreciate all their hard work during a busy tax season. You won't regret coming here! read more

Irene helped my husband and I with our taxes this year and she did an awesome job and even went the extra mile for us. I'm really glad we found her, we will be back next year! Irene and her team are very professional and really care about their clients. Thank you Irene and team! -Felix & Clarissa read more

I submitted a request through Yelp with a few tax questions that I'm looking to get addressed, hoping they're familiar with the relevant information. I didn't request a specific time for consultation. Several days later, I got a "response" to the effect of not being available at the requested time. No evidence they read my message, not a relevant response, and if course no referral to a business that would be better equipped to assist. Glad I didn't go there in person to waste my time, even though it says "walk-ins welcome". Edit: in response to the business; you obviously took more time to respond to my review than to respond to my inquiry with you and gain a client rather than lose one. Had you responded with a relevant, even if copy-pasted information is "we apologize, but we cannot take on any new clients in September..." would've been perfectly fine. I stand by my review of how you interact with prospective clients. Perhaps you can get some of those corporate clients to give their impressions, but the one you gave me is strongly negative. read more

My family and I have been loyal clients of OC Financial Services for years. The owner, Irene, is a true 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! read more

Irene helped my wife and I file our taxes and her service was exceptional. I appreciated her no nonsense, matter of fact, straight to the point, approach. I feel like we got quality service for the money we paid. We will definitely be coming back next year. read more

My experience with OC Financial Services was great from the initial phone call. When our appointment 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! read more

As a first time client, I truly felt they cared about my situation from the moment I made that initial phone call. Brian was patient, thorough, explained my options clearly and made the whole process feel less stressful. I'm grateful I found them. I'll definitely be back! Thank you Brian! read more

This is my 1st time filing my taxes with Irene at OC Financial Services and I was very happy with the service since Irene explained to me everything and whatever the prices was quoted to me over the phone they charged me. Irene was very professional and honest with me I really trust her with my filing and I will definitely coming back next to file again. Thank you again Irene with your great job working on my taxes. read more

Awesome experience! Graciela is wonderful and always makes us feel at ease. We have been coming here for years to have our taxes prepared by Graciela because she is so helpful, knowledgeable, professional, and understanding. I also want to acknowledge Brian who was very supportive in answering some tax questions and giving sound advice. read more

I've been coming here years to do my tax returns with Irene she very polite friendly and professional definitely recommend if your looking for good service. read more

I've always had exceptional service at OC Financial Services. Irene has done my taxes for years. I highly recommend them. Brian is also very helpful. They also helped me prepare for my tax burden for the upcoming year. 10/10. read more

Stopped in for a brief appointment to address some questions and had a wonderful experience.

I'm so incredibly grateful to have found Irene! She went above and beyond and exceeded my expectations. She explained everything throughly to me and was also extremely kind which made my experience with her that much better. Her staff is also really nice. I highly recommend her services and will definitely be coming back next year and for years after :) Thank you SO much again Irene! read more

I went today to do my taxes after making some mistakes and Irene was extremely helpful! She helped me understand what I had to do! She was also very nice as a person! I recommend her and her business for sure! She will be very fair with the price and the work that needs to be done! Thank you for helping me so much!!! read more

My husband and I were first time clients with Brian. He was great! We reached out and got a fast response and they were able to squeeze us in even on a short notice. He was Very informative and worked out options for us that would make the most sense. We will for sure being coming back for future tax seasons! read more

Irene is very nice & knowledgeable. I called to ask a few general questions- tax related & she was very helpful to answer it all! 10/10 recommend. Thank you so much, Irene! read more

I had a great experience being the first time I came here. Irene and Michelle gave me and my parents great attention and answered all of our questions. Michelle provided a great tip concerning my tax filing for next year. Highly recommend. read more

I've been coming here for 4 years to do my taxes! No complaints because they're so friendly, comprehensive, and organized! 10/10 recommend to anyone that needs their taxes done right IRENE thank you for all your help! read more

OC Financial Services - Tax Preparation - Financial Advising Near Me - Fullerton, California

We are crazy about Irene and her team at OC Financial Services. She filed our taxes and answered our questions in record time. She really knows her stuff. Thanks so much! See you next year. Cheers, Sandy and Dave Wolfe. read more

I've experienced excellent customer service here. I have used OC financial for both notary and annual tax filing and have found Irene and her staff to be very knowledgeable & timely. She gave me some great advice on how to maximize my earning potential & even ways to save. I always leave feeling great! Good vibes here. read more

Michelle Díaz is always very professional, I never hesitate to make my taxis with her always willing to help me with all my questions with great patience, I recommend her 100%!! Y también te atiende en español read more

I've found OC Financial Services by googling tax accountant in my local area and was only 3 minutes away. I left a message through Yelp and Irene promptly replied with an answer I was looking to hear! She is very knowledgeable, loves what she does, and has a heart to help - She answered all my questions about my tax situation and provided valuable insight. I highly recommend! read more

I found OC Financial Services on Yelp and made an appointment with Irene to review my tax return, estimated payments, and ask a few other questions in regards to my small business. She was professional, kind, and easy to communicate with. I'm very grateful for her help and look forward to working with her more in the future! read more

I came by today to file a tax return. Simple & easy process :) It's always a pleasure to see & talk to Irene because she's genuinely kind & compassionate, and really wants to help you. A loving soul! I love you! :) --- Judy read more

I've been coming here since I was a little kid with my parents and now that I'm old enough I decided to do my taxes here with Irene and she's always been an amazing person and she does such a great job at what she does and this year she gave me great advice and helped my mom out a lot as well. Going into the office is always a warm welcome and we left feeling really good and motivated. Thank you Irene for all your help and for always being so kind read more

Irene is amazing!! This is my second year using her services, and I couldn't be happier! She works well with appointments, I was in and out of her office within 30 minutes, and she found me a ton of money from my tax return. No more TurboTax for me. Irene is friendly, easy-going, patient, and explains everything at a level everyday people can understand. Thanks Irene! read more

Irene was SO kind and helpful, it was such a relief to have her walk through the tax return process! Thank you for taking care of me and helping me save money it's very much appreciated! I would definitely recommend you to everyone. read more

I've been coming to Irene for the past two years for my personal taxes. It is a no brainer to consult with her for my business taxes as well. I started a new small business this year and Irene was awesome in explaining what I need to do to organize my business so that tax season is smooth effortless. read more

We went in for tax planning services and what we received was so much more. Irene is the best there is, she is an expert in her field and will diligently listen to your needs and goals and layout a plan. We had anxieties about our tax situation going in, we needed guidance to maximize our deductions and didn't know how to scope our goals and she gave us amazing advice. We will continue to come to her for our tax and business needs. Highly recommend! read more

Irene is not only nice but also honest and truly personable. She knows her tax rules and will spend the time not only discussing your taxes but also answering your questions. Returns are ready quickly. And to boot, she is very reasonable in her cost. I definitely will return in the future. I am very happy with the outcome and her service. :) read more

They were great. Worked me in after hours on a Saturday. Very professional, extremely knowledgable in various aspects of finance. Irene is very patient and has no problem explaining any questions you might have. She not only does taxes just ask her about Real Estate. OC Finance is a full service organization. Very happy with their service. read more

I understood their prices of tax services and received lots of information of prices. However, never did they mention a $75 refund calculation fee. They didn't let me know of that fee beforehand. If I knew it was $75 for just a calculation, I would've obviously not asked for one but they argued that they did mention it. So I had no option but to pay after. After asking for an estimated calculation on my refund, It would be nice to hear "Ok, that will be $75" before just doing it then charging after. I never had to pay for a calculation so this must be very new. read more