OTF has been processing my taxes exclusively since 1998. Trustworthy.. Does the best for their clients. Youll be in good hands. Melissa is very responsive. Not one year my family or associations have ever had a problem. Highly recommend!!
I have been going to Oak tree for about 8+ Melissa is very patient and helpful in any and every way possible, I love that she has a great relationship with her staff which makes the process run smooth. I personally will and have recommend her to everyone I know. I would change Oak tree for nothing or no one! See you next year guys!!! :)
My mom has been going to Francis (Melissas father) since she was 19 yrs old. She always walked out with a smile after every appointment. My mom knew she was in good hands with Francis at Oak Tree. She still does her taxes with Oak Tree till this day. Now me and my siblings go to Melissa for her tax services. As a new business owner, Melissa helped me file my taxes for the first time and helped me create a portal account to keep everything on track! Professionalism at its finest! I will definitely be keeping Melissa for any and all of my tax needs and im recommending others as well to do so, thanks so much Melissa!
Always there for their clients during tax season and through out the year! Thank you so much for you services 💕 Been coming to Oak Tree financial with their late father Francis. Awesome work
My family has been using Oak Tree Services for several years now. They are extremely helpful when tending to our needs. Any questions throughout the year they are ready to assist! I recommend Oak Tree Financial & Tax Services to anyone who needs assistance. Their response is very timely and always professional! Thank you Melissa 😊
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.Its because of Melissas knowledge beyond taxes that Oak Tree Service is not just a seasonal business for me but one Im rooted in and reach out to regularly for all her financial management services.Its 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.
This is my second time doing my taxes through Oak Tree Services. I have received assistance from Melissa. She is so helpful and was able to answer all of the questions that I had. Like the other reviews have said, Melissa is very prompt and professional. I recommend this service to any seeking out help with their taxes.I am glad I was referred to her by my best friend because I am definitely in good hands.
I have been with Oak Tree for over 20 years. I only trust them and will always work with them! They’re honest and loyal and such wonderful people.
I have been coming to Oak Tree Services for the last 3-4 years. They are very helpful, professional & respectful. If you have any questions during the year about anything they are more then happy to assist and help you any way then can. I have had nothing but a good experience doing my taxes with Oak Tree Services. They communicate with you about everything and in a good time matter. I 100% Recommend there services.
Ive been going to Melissa from Oak Tree services for years and I highly recommend! Super friendly staff always welcoming and genuinely care about their clients!
I’ve used oak tree services for over 2 years now.Melissa is awesome. she’ll answer any questions you have and makes sure you have a smooth filing process. Oak tree tax services is very professional with a bit of a family vibe added for comfort. I assume I’ll be going to them forever.
Hey guys I know, Francis be proud, but life is like that, me iam proud to see you accomplish ur dreams and keep helping lots of people good job 🙏🙏🙏
I was referred to Melissa by a family member and I am so very happy I was. She has helped me completely and I will definitely continue to give all my business to Oaktree for as long as I live.Thank You Oaktree!!!
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 reassured and at ease each and every time. Ill be a client for life at Oak Tree, thank you again for all your help.
I have been with Oak Tree LLC for over 13 years !, Melissa is always professional and Knowledgeable . The service is fast, friendly and always up to date with the IRS software. Oak Tree is my forever tax preparer! I have had the opportunity to become more then just a client to Oak Tree more like family !.
Whats your peace of mind worth? For me, having my taxes done by Oak Tree is a simple no-brainer as its one less thing to worry about and its 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. Ive 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.
Love working with Melissa. She makes the processes much more easy. Been working with her for about 4 or 5 years now!!!! EXCELLENT!!!
Finally a professional platform that is about business. Where the client comes first and is patient with me. The turn around time is amazing and explanation of anything I inquired was clear as day. If you are looking for a place to stay long term that will stay loyal to your needs, then Oak Tree Services is right for you.
I’ve been going to oak for 10 years now and they have continued to give exceptional service. Melissa and Alex are both very helpful and friendly!
This was my first time going to Oak Tree Service. Melissa was so helpful and answer all my question. I will be returning next year for Melissa to prepare my taxes. Thanks Oak Tree Services!
I absolutely love this team. I have been going to Oaktree for years and they have always taken such good care of me. When youre a young professional, it can be intimidating to dive into your financials, especially when it comes to taxes. But working with Oaktree has made me confident with tackling this necessary to do every year (yes its necessary to handle your taxes if you want to avoid serious problems with the IRS). They understand every customers individual issues and concerns and they make sure to give the best solutions that work for you. And you will come out in the positive 99.9% of the time. I also love that they are a family business so you dont feel like a small fish in a big pond, working with someone who really could care less about your personal well being. Oaktree really gets a 10 out of 10, and you cant go wrong with them.
Shes the best
I have worked with Melissa specifically and she was a pleasure. I had some tax issues but she got it all cleared out!