A hard-working, family owned, financial services firm based in Rancho Cucamonga, Ca. Established in 1994, we hit the ground running with our direct approach to finding success. With 30 years of experience, we are in the business of providing our clients with the best service and quality.
Meet Our Team
Francis founded Oak Tree Services in 1994 and his legacy continues to live on with Oak Tree celebrating 30 years in business.
Senior Tax Preparer
Melissa has a Bachelor's of Science degree in Business Administration with a minor in Accounting. She attained an MBA from the University of La Verne. She is a registered Tax Preparer with CTEC and she is also a Certified Business consultant.
Alex recently graduated from Cal State San Bernardino with an Accounting degree. He is a registered Tax Preparer with CTEC.
Andrew is our IT Specialist that ensures all computer hardware, software , networks and servers are securely encrypted and work consistently and correctly.