Staff and owner were amazing. Service was accurate and quick. Pricing was amazing and we will be coming back next year

Extremely happy with Michelle's work. She has been helping us with our taxes for the last 3 years and we have nothing but to be thankful, we strongly recommend her services. The process is always smooth and the customer service is amazing. read more

Asistí a ella porque ocupaba servicio de notaría y ella me ayudó con eso y mas. Se las recomiendo 100%. Llamen antes de ir para asegurarse de que ella esté en la oficina ya que por ser muy buena en lo que hace tienen pendientes fuera de la oficina también. Muchas gracias Irene por tu magnífica ayuda. read more

Wow I cannot say enough good things about OC Financial Services. I came across their advertising on Social Media, and sent them a DM direct message last night. Already I was able to schedule a call the very next afternoon, in the middle of Covid19 pandemic and July 15's deadline in 10 days. Ms. Irene Christensen was extremely knowledgeable, and has added benefit of being an technical expert in real estate taxes, which was my biggest complication. Now that I am acquainted with OC Financial Services, and because they are in close proximity in Fullerton from anywhere in OC, I will use their complete services instead of working with a software program, to ensure accuracy and minimize any chances of trouble with IRS. Thank you Irene! read more

I called to make an appt to discuss an Inherited IRA , my father passed suddenly due to a car accident & it's been tough figuring out the in's & our's of his estate .. he was a hard worker & I feel a responsibility to make sure his estate is handled correctly ( never done any if this before) IRENE WAS AMAZING... she is so knowledgeable & kind . I can't say thank you enough to her & her asst. Luis. read more

One of the best tax services firm hands down. I'm very appreciative of the thorough assistance I have received from Irene and her wonderful staff. It didn't feel like I was just another client. I received tons of help with my small business questions, filing and of course helped me with my personal taxes in which were incorrectly filed the last few years. I would cringe going to do my taxes but not anymore. I travel from downtown Los Angeles to OC financial. They are kind and considerate and very informative. read more

My husband and I have been using OC Financial services for a couple of years now. Irene & her team always deliver excellent service. She goes above and beyond when interacting with us. I have made calls to her on weekends. She doesn't rush you off, give you the run around, she's straight to the point while being professional and friendly. Thank you Irene and OCF team for your knowledge, great professionalism, excellence and treating us like friends not just clients. read more

A friend recommended me this place to file my taxes . I did not make an appointment, I gave it a try to see if they would take walk ins and they did . Filed my taxes and received my refund soon after . I would be going back next year :) read more

I went to Oc financial services with a dark cloud over me of worry. I run a small business and have zero experience with taxes and sales tax. Irene was so calm and collected. She explained everything to me in a way that I could understand and digest. After a very smooth process and help from the amazing Michelle I am all up to Date and I can breathe again! I highly recommend OC Financial Service for anyone wanting quality help! read more

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

I came here for the first time yesterday and had a great experience filing my taxes. The woman who helped me, Irene Christensen, was incredibly personable as well as their receptionist! The price was most definitely reasonable and with an appointment there was practically no wait! However, I was told that if you are a "walk-in," appointments would be prioritized over you which again I think is fair. (Because the receptionist helps make an appointment for you) Definitely going to get my taxes done here next year. read more

I have been coming here for over 7 years ! Irene is always making sure everything is good to go before she submits your taxes. I had a little issue and she helped me not stress so much on it and it sure gave me a big relief. I highly recommend this place to all my friends and family and anyone looking for a trust worthy place for your taxes! read more

Really appreciate having such a good and honest person in helping you with your taxes. Irene was wonderful in explaining to my husband and I with all our paperwork. Beautiful environment also. I would definitely recommend O.C. Financial Services to everyone!!! Thank you Irene for all your help.. read more

We filed our 2021 tax return with Irene. She was great, very thoughtful, got us deductions we didn't know we qualified for. We plan on going to her again this year for our 2022 filing! read more

Stopped by for a quick consultation. Irene was great in answering all my questions and gave me advice as well. I'll be seeing Irene when tax season comes! read more

For the last few years I have not had the best experience with my previous tax preparers so I decided to try someone new. Thank God I found Irene and here team. Immediately I felt more comfortable as I walked in. Irene was very welcoming and makes you feel like family. She explains everything to you. What I loved the most is that she really wants to help you financially, whether it is to help with taxes, guide you with your spending habits so you can save money or help buying a home. She was absolutely wonderful to work with. You can tell that she loves what she does and that truly makes a difference in a persons career. Thank you Irene and OC Financial Services. read more

I completed my 2019 taxes with Irene at Oc Financial Services. It was a wonderful experience and Irene was very professional and helpful. I am very happy with the service I received. I would definitely recommend OC Financial Services! read more

I spoke with Irene and she was very informative and knowledgeable. I have a pretty messy circumstance that Im dealing with and she spent a lot of time with me and advised me on how we can take care of it. So I'll be gathering all the information she requested and setting an appointment. An update to come! read more

Irene and OC Financial are absolutely fantastic. My husband and I were very pleasantly surprised to receive such expert advice and guidance in regards to our new small business. Irene is very thorough and goes through your information with a fine toothed comb looking for ways to help you. She is very Professional, experienced and goes out of her way to provide you with tips and guidance for the upcoming years. Irene's staff is very friendly and helpful as well and they happily make themselves accessible for any additional help or information. We are very grateful to be receiving a refund when we actually thought we would be writing a check to the IRS. Hurray! We feel blessed to have found her. And did I mention her fee? Very, very reasonable! A 10+ experience all around! read more

Absolutely fantastic service and wonderfully talented staff. I read all the great reviews and I'm happy to report that they lived up to all our expectations and more. Highly recommended! read more

OC Financial services is the place to go for taxes. Irene is caring and informative, she is very knowledgeable on the subject of taxes with many, many years of experience. My husband and I have chosen Irene as our tax preparer and are extremely happy with her services. All of our questions were answered. I recommend OC Financial Services and Particularly Irene to help you too. Thank you for your great services guys! read more

A great place to do business with. They're very professional and communicate your personal situation so you understand. I'd recommend to everyone who may be looking for a place to do their taxes. read more

Irene is very supportive. She is very knowledgable, professional and considerable. She gave us adequate help in our tight timeline. I benefited a lot from the consultation with her. The process has been a pleasant and nice experience for me. read more

Irene is wonderful and professional. She got us a very good refund and fast. I highly recommend her for all your tax needs.

I needed some advice about a tax problem concerning a cancellation of debt. Although I am a certified tax preparer in California, I had no experience with my own situation. I was advised to contact Irene Christiansen at OC Financial Services. She was very prompt in answering my email and in our conversation she assured me that together we can resolve the issue. Her calm demeanor gave me a great deal of relief. I soon received invaluable material that helped me finish my tax return and I will confidently efile it. She proved to be a wonderful angel. read more

Best Tax service ever Irene saved me a lot of money. Very caring owner and staff. Honestly I couldn't have picked a better Tax service.

I spoke to Irene and she was awesome !! Super helpful gained a lot of knowledge from her!!

Friendly receptionist! Super fast preparation. Was super lucky...got my Ca tax return 5 days after filing! Will be going back next year.

First off, I would like to thank Irene and her team for being Covid compliant and making everyone feel comfortable and safe during these uncertain times. Irene was amazing when it came to doing my taxes. She walked me through the steps and communicated any best practices. I will continue to do my taxes at OC Financial Services read more

Irene is amazing! This is her third year doing my taxes and I absolutely love her! She is very thorough and has her client's best interest at heart. She explains everything efficiently and is patient with the things I don't understand as a homeowner. She is also excellent at making suggestions on how to invest in yourself (i.e. planning for retirement, traveling, etc.). This year, Irene did my son's taxes and he had the best first time experience with Irene! I recommend OC Financial Services! read more

I found Irene's service via thumbtack.com I had a great experience and highly trust her and her team. I'll def be coming back next year :) read more

Amazing service! I had both my business and personal taxes done with Irene. The staff was great, very friendly and welcoming. Irene thoroughly explained the process and schooled me on my business taxes. I have a better understanding of my taxes because of her. I'll definitely come to her next year and the following year etc. I highly recommend OC financial! read more

Thank you Irene and your great team at OC financial services! My tax preparations was extremely complicated and there was much work for data entry, verifications and corrections for all errors to be cleared and make sure IRS ACCEPTED IT.Everything was handle very very well by Rosa and your self! Rosa is awesome very profesional and efficient. Also the fees were very very little for all this much work in my tax preparation. I refer anybody to ask for you. Blessings. Ramiro García read more

Had a great experience with Irene. Timely, efficient and most importantly, she kept her word by delivering my return on time.

I have been coming to OC Financial Services for as long as I can remember. Irene and her team go above and beyond so I promise you will have an excellent experience. Her customer service is amazing and she is very thorough while explaining your forms. She really listens to you and answers all your questions. I appreciate her honesty and patience my husband and I will never go anywhere else. I have recommended several family members and friends to her who are also happy. I also love the calendars she gives out! Thank you Irene! read more

I've used OC Financial Services for at least 7-9 years and I have always been happy with their service and reliability. I'm always greeted when I walk in and no matter how stressed out I may be about getting my taxes done and having all the right documents, Irene always makes my wife and I feel comfortable. I have recommended about 10 family members and friends to OC Financial Services and they have always been happy with their services. I would never recommend a business that I didn't stand behind. Thanks for all your help all these years OC Financial Services! read more

What can I say, I am truly satisfied with my visit with Irene. I went in for my in person appointment for my taxes and she literally explained everything so thoroughly that I had no questions to ask. I will definitely be going back next year! thank you Irene read more

My personal experience with OC Financial Services is not very good. They seem nice but have little to know knowledge about tax. I am dealing with IRS for months for mistakes they have made. I will never recommend them. read more

Irene is simply the best. After my debacle with H and R Block last year (never use them if you're an independent contractor and don't want to pay an exorbitant fee for mediocre service), I knew that I needed to find a real accountant to do my taxes from now on. Irene made the procedure painless. She was so patient, punctual, professional, and personable, and I will never try another tax service after using her services. I've never felt so taken care of during tax season. Thank you, Irene! read more

It is both a pleasure and an honor to highly recommend this location for tax preparation services! My wife and I arrived very early for our appointment. While waiting for Irene, her staff went out of their way to welcome us and offer us beverages. The office is very cozy, and the staff made sure to keep everything clean and organized which made a great first impression on us. Irene later arrived (right on time) and immediately started assisting us with our income tax preparation. I cannot emphasize enough how professional, knowledgeable, patient, and kind Irene is in how she handles business. She goes out of her way to foster a welcoming and friendly environment. I appreciate the respectful demeanor she utilized with us (as well as her staff) for the entire time we had the privilege to work with her during our appointment. In my over thirteen years of filing my taxes, this was by FAR the most pleasant experience! No, I did not get a large tax refund (I actually ended up owing). The reason for this glowing recommendation is that Irene walked us through the whole process and took the time to explain key details. I was pleasantly surprised how she took the time to make sure we were clear with all the details and were always welcomed to ask questions (which we did numerous times). I learned a whole lot in the time we were there with Irene! I am grateful for everything since I have a better idea of how to better handle my financial affairs for next year. In closing, I will never go anywhere else for tax preparation as long as OC Financial Services is in my area. I plan on bringing in my family members so they have the opportunity to receive such professional and courteous service as my wife and I. This place is truly a blessing and a hidden gem! read more

Irene, It was such a pleasure and stress relief to know that we were in good hands with great , honest , hard working people helping us understand our taxes. The office staff was so welcoming and offer delicious coffee. We will definitely be back next year and years to come. Jessica and Brain you are the best , thank you both for all your hard work helping us out with our taxes at the last minute .We will definitely recommend OC Financial Services-Jessica and Brian Great JOB!!!!! read more