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Oaktree Financial Services LLC - Tax Preparation Taxes Income Tax Refunds Tax Prep

Stay Rooted  in OakTree!

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Tax Preparation Taxes Near me Rancho Cucamonga Refunds Income Taxes Business Taxes Notary

Top Rated

Financial and Tax Service

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At Oak Tree Services, we’ve spent over 30 years helping individuals and small business owners prepare accurate, compliant, and timely tax returns.

 

Whether you're self-employed, running an LLC, or simply need help with your personal taxes, we’re here to make the process smooth and stress-free.

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We are committed to treating our customers

respectfully, honestly and fairly. 

Services

Individual Tax

We prepare 1040 forms, itemized deductions (Schedule A), and additional schedules like investment income, education credits, and more.

Business Tax

Support for Sole Proprietors, single- and multi-member LLCs, 1099 contractors, and S-Corp's — including Schedule C, E, and K-1s.

Business Formation

Creation of Sole Proprietorship, LLC or S-Corp — including Articles of Organization, EIN, Statement of Information.

Payroll/Bookkeeping

​We provide tailored services designed to simplify finances, ensure compliance, and support the growth of your small business

Client Portal 

We offer all of our clients a SAFE and SECURE way to do taxes completely contact free! 

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In our Client Portal, Clients can:

  • Upload Tax Documents

  • Receive Tax Return Copies

  • Access Tax documents  24/7 

  • Securely Share

CONTACT

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Tel: 626-967-5512

2nd Tel: 909-360-1003

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9457 Cedar Glen PL

Rancho Cucamonga, ca 91730


Email: Tax@oaktreeservicesllc.com

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VISIT

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Monday - Saturday

 9:00 - 5:00pm 

 

REVIEW

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