Finding a Financial Service team you trust can be difficult in. At Oaktree Financial and Tax Services we provide the best quality service to fit our customer needs. Browse our services below and book us for your next fiscal year!

Income Tax

We bring deep, functional expertise, but are known for our fun approach to work. We love what we do and we love bringing our success to our clients.

What You Need To Bring In​​​

  • Picture ID

  • Social Security Card

  • W2 Form or Last Pay Check Stub

  • 1099 

  • Mortgage Interest

  • IRA or 401K tax documents

  •  School Loan info

  • Unemployment

  • Child Care

  • and any  Medical or Charitable Expenses

*If you have dependents you will need*

  • Social Security

  • Date of Birth

  • Birth Certificate

  • School Records/ Immunization Records



We provide Notary Public services, which include...

  • Deeds

  • Power of Attorney's

  • Affidavits

  • Wills

  • Trusts

  • Property Transfers

  • Long Distance Agreements

  • Contracts

  • And much more...

$15 a signature