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December 22, 2015


Trying to make ends meet after Christmas? Let us help you by applying for this small loan of $750 up to $3,000 if you are approved by the IRS. 


*loans are approved upon IRS accepted acknowledgement (ACK) with funds disbursed within 24 hours of loan approval


*loans are...

December 16, 2014

Under the Affordable Care Act, almost everyone is now required to have health insurance. 


If you were not covered with health insurance throughout the year, there may be a tax penalty unless you qualify for an exemption. If you were covered, you have nothing to worry a...

September 1, 2014

New Federal Rules


As of January 1, 2011, the IRS is requiring all paid tax preparers (includes attorneys, CPAs, CRTPs and EAs) who prepare or assist with preparing federal tax returns to have a valid Preparer Tax Identification Number (PTIN).


The IRS also requires tax...

December 16, 2013

For More information on the Affordable Care Act Click the Links below...



Frequently Asked Questions


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December 16, 2013

For More Information on Obama Care, WATCH THIS VIDEO

October 21, 2013

How to Protect Yourself from Tax Related Identity Theft

  • Place tax documents in a secure location, such as a safe or a locking file cabinet, and store them there until needed to prepare tax forms. Do not leave them in a car.

  • Some tax apps require users to take...

September 21, 2013

Earned Income includes all the taxable income and wages you get from working or from certain disability payments


Two Ways to get Earned Income:


1. You work for someone who pays you

2. You own or run a business or farm 


Taxable earned income includes:

Wages, salaries, tip...

August 8, 2013

Oak Tree Services has succesfully completed the Santa Barbara Tax Product Group Compliance Review demonstrating the highest compliance standards and adherance to TPG best practices. This Certificate was issued on April 15th, 2013

May 17, 2013

After celebrating 20 long and successful years in this old office, we have decided to move locations. The only thing that will change will be the long wait time. You will no longer need to come into the office, all that you will have to do is either fax, email, or snap...

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9457 Cedar Glen PL

Rancho Cucamonga, ca 91730

Tel: 626-967-5512

2nd Tel: 909-360-1003

Fax: 626-858-4637

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