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Oak Tree Services

Clients can cancel or reschedule appointments up to 24 hours before start time.

Melissa is always a pleasure to work with. She makes it very easy to complete taxes and comply with the law. 

Always a great experience with Melissa.  She explained everything in detail and answered all my questions. 

The best service ever! I’ve Been going to them for years. Very professional, reasonable, personable, friendly, and thorough. Always appreciate these group of young individuals especially Melissa!

Melissa was very helpful and knowledgeable in giving me pointers for my business as well as filing my taxes

Very knowledgeable team and efficient quality service. We’re new customer and plans to return next year. 

As always a very pleasant experience. Melissa is professional, personable and knows her stuff. I highly recommend this business.  

Every experience I have doing my taxes with oak tree services is wonderful. They are very helpful and work with me throughout the whole process. Excellent service every time

The staff at Oak Tree Services has been  a true breath of fresh air regarding my business and personal taxes, I had a well known bookkeeping and tax service I was unhappy from availability to tax prep to submitting and the annual fees it was a mess. Since Oak Tree Tax  service has been doing my business taxes I no longer have those issues, they're totally knowledgeable , accurate, fast and professional, upfront and honest.

I was completely impressed with their professionalism and customer service. The ambiance was inviting and comfortable. Pricing is fair and transparent. All of my questions were answered and left having learned a lot for my future experience doing my taxes. I had my two year old daughter with me when I went and everyone was friendly with her. While we focused on business they provided a coloring book to keep her entertained.  I had a wonderful experience and will be coming back next year. 

Life saver helping me out with trust taxes as it was my first time being a trustee. Professional, friendly, and quick to fit me in.

I've always dealt with Melissa and she is a pleasure to do business with. Very friendly, professional and helps u understand taxes. Been coming for 3 yrs now. Can't see myself going anywhere else.

Fast, fast, fast and professional.  Very professional and knowledgeable. 

Melissa was very knowledgeable, very compassionate since I was not only filing my income taxes I was also filing my parents final taxes.  Melissa was super sweet and understanding as I was explaining I had lost both my parents last year. She made everything easy for me as I was an emotional wreak.  I am a first time client, I have found my new tax preparers. I look forward to working with them in the future.  

I’ve been working with Melissa for some time now, and I can confidently say she is great at what she does. Her professionalism, attention to detail, and deep knowledge of tax laws make the entire process seamless and stress-free. She takes the time to answer any questions I have and always ensures that everything is done accurately and efficiently. I truly appreciate her dedication and expertise, and I highly recommend her to anyone in need of a top-notch tax professional.

Been going with them for 2 years and can say they are always professional, friendly and know what they are doing. Will definitely recommend. 

Melissa was outstanding throughout the entire tax return process.  Professional.  Courteous.  Clear and concise.   Answered all my questions.  With a quick turnaround time!  Thank you Melissa!  Looking forward to working with you again next year!

They’re always nice with great customer service and make filing a breeze thank you !

Relocating to a new city, I was initially apprehensive about selecting the right tax service provider. However, Oak Tree Service quickly alleviated those concerns. My first experience was exceptional, marked by a warm and welcoming atmosphere. They asked insightful questions to ensure accuracy, making the process efficient and enjoyable. I even appreciated the light-hearted banter while my files were being processed. This positive experience guarantees that I will return year after year.

I have been doing my taxes by Melissa for over six years and I can say, she is the best!  

As a return client, i’d be staying with Oak Tree Services.

Customer service is great, portal is user friendly and easy to navigate, and they are patient to explain the filing process.

I’ve never filed taxes before and was unsure how this would be but from the easy to navigate personal portal system to the kindness felt over the phone during conversation this was one of the easiest things I ever done.  Top tier professionals! Ms. Melissa not only did everything to get me the most on my return she could, I honestly was not expecting to get what she was able to get me. I know for certain who I’m sticking with for now on for my taxes.

It’s always a pleasure working with Melissa. The experience is seamless and the virtual appointments are very convenient. Thanks Melissa. 

The very best tax people. I have been going to oak tree for years now. And will not go anywhere else. 

I  have been doing my taxes with Oaktree service for many years. Melissa is very professional. I appreciate her advice as well. See you next year.

Melissa is efficient, knowledgeable, and an invaluable resource for both my personal and farm business taxes! There seems to be no question or issue too complicated for Oak Tree to tackle, and we’d be lost without their expertise.

I have never has my taxes done by a more caring person than Melissa, I would recommend her to do anyone’s taxes 

Amazing and very helpful. Thank you again Melissa 

I have used Oak Tree Services for years, and they are the best, they really helped me when I transitions to a new career where my income increased significantly. Melissa walked me through everything and made sure I did everything correctly, she is the best. Highly recommend.

I have been going with oak Tree for 18 years , very well trusted with all there services they provide . 

Alex was an awesome dude and very helpful! Definitely coming back!

Thank you!! Thank you once again for the wonderful service you provide to me and my whole family. 

Extremely profession and courteous. Very knowledgeable with regards to new tax laws. I recommend their services to all; personal or business taxes

The beautiful combination of personal care and professional aptitude is what characterizes my experience with Oak Tree. I have been a returning client for four years now and have received remarkable service for my personal affairs and my business. 

This family operated business takes care of your business as if you are their family. 

Wonderful experience. Melissa is a professional and made the process easy to understand. Will definitely be returning in the future. 

I’ve been having Melissa do my taxes for years. Her father used to do my taxes. Very professional, knowledgeable and gets the job done at an affordable price. As long as she’s doing taxes, I will be a client! 

Very pleased with the services Melissa and the rest of the team at Oaktree services provide. They’re always ready to answer all of my questions and make any process such a breeze! Thanks for all you do!! 

Always an amazing experience! I look forward every year to speaking with Melissa. She is great at what she does! 

We love Oak Tree Services,we have done our taxes with them for 3 years now , very friendly and excellent service.  

Melissa and her team are always the best for my Family and I! Thank you for always helping us!

Melissa

Virtual appointment for...
-Personal 1040 Returns For Current and prior years
-LLC Returns
-Upload documents to Client Portal

Federal & State Tax Returns (Virtual Appt.)

Get an Additional 6 Months to File
-Must be filed by original tax return due date 

Request an Extension

S-Corp Tax Return

Partnership Tax Return

LLC Articles of Organization, S-Corp Articles of Incorporation, Statement of Information, EIN's

Business Formation Services

Analysis of current tax situation to help reduce your tax liability and save money

Tax Planning

Consulting services for business owners to help improve business operations and efficiencies 

Business consultation

Creation and filing of 1099NEC and 1099MISC
*Deadline is Jan 31st, 2025

1099 Creation and Filing

Payroll/ Bookkeeping setup and maintenance
 

Payroll/Bookkeeping

Notary

ITIN Renewal, Living Trust, Wills, Power of Attorney, Advance Directives

Legal Documents

Profit and Loss Statements and Income Statements

Financial Statements

C-Corp Tax Return

Fiduciary Trust Return

Phone assistance in responding to notices from the IRS or FTB. 

IRS/FTB Correspondence Support 

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