This is my 2nd year using Oaks Tax & Accounting and I couldn't be more happy about the service that Adam and his team provide. They do NOT simply input numbers into a software system. They are partners that have helped guide my business and real estate transactions by taking a preemptive approach to tax strategy. I have utilized 4 different CPA's and accounting firms in the last 6 years and have interviewed countless others. I highly recommended Adam and Oaks Tax & Accounting. read more

Super disappointing. These accountants are incompetent. They can't even read the instructions that line 16 total liability must equal line 12. It's a good thing I can read instructions and double checked before sending in. Do not recommend! read more

Oaks Tax & Accounting - Texts are getting delivered, but single rare reply after having to call. - Tax Services Near Me - Stevenson Ranch, California

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Adam and his team get five stars without a doubt. They took over my taxes and two separate tax issues in the middle of the busy season. They reviewed my situation and were able to find the best possible legal outcome, saving me thousands of dollars. I appreciate Adam and his team's professionalism, sense of urgency, and overall amazing business etiquette. We're living in a world of the death of customer service, and his team set themselves apart for most companies I've dealt with lately. They are the quintessential example of the type of people that will win your business for life. read more

I highly recommend this company!!!! Adam and Scott are amazing and have helped me save so much money. They got me caught up with all my tax returns, setup payroll, and all of my books for 4 different companies that I own. Call them they are the best around. Dana Pope read more

Adam, Brittany, and the entire Oaks Tax team are extremely well-versed in tax. They are knowledgeable in all the technical nuances of tax law that we otherwise would not know. I would recommend working with them 10 out of 10 times and recommend them to anyone. They are easy to work with and work with you with your best interest in mind! I've used their services over the last few years and will definitely keep coming back. read more

My CPA friend Ara recommended his trusted friend Adam, who is a way cooler, more amiable and (I have heard waaay more handsome) CPA, to help me with my particular tax needs. I highly recommend Oaks Tax. I called first, then I uploaded all my docs to their easy to use website. They give you the option of Zooming to talk, but I preferred the phone. I think they'll meet in person if you want as well. Seriously, Adam and the Oaks Tax team were legit. They were detail oriented and meticulous. They discovered credits that were not on my radar. They also caught another tax issue and they helped me deal with asking for a refund. Also, it's the height of tax season in the Covid era, so yes they're super busy now, be patient. :) read more

I needed a tax accountant last minute & Oaks Tax came to the rescue. Adam, Scott & Brittany were very responsive & quick. I also liked their online platform for uploading documents. read more

Adam and Scott are so nice and honest. Their service is neighborly and excellent. They will make schedule for you that the scheduling works for you! read more

It was time for me to switch CPA's and I came across Oaks Tax Accounting on Yelp along with a couple others and requested quotes. They were the first ones to respond! They quoted me very fairly (my taxes are slightly more complicated than a straight forward filing). They work with a secure portal to upload all of your documents. We had a couple phone calls as well as a zoom meeting and I felt like they really took the time to comb through my taxes and ensure it was correct. Our final call they walked me through the tax return and answered all my questions as well as started discussing things I should be doing this year to prepare for next year. Overall a very non-stressful and GREAT experience! I will be using them again for sure! (Side note: even though my taxes ended up taking them longer and was more intricate than expected they stuck to their original quote they gave me and I appreciated that!) read more

This firm was professional and quick and helped me understand what exactly they were providing for me in service. I could not applaud this firm enough for how incredibly helpful they were for me this past tax season. They will be the professionals who I will hire from now on to properly handle my taxes. read more

I needed to get tax advice on a Sunday due to an urgent life changing decision I have to make on Monday. Adam came through on the same Sunday I requested help. Will definitely use him when tax season comes ! read more

I had an amazing experience working with Adam and Brittany to file my taxes! They were both super knowledgeable and helpful throughout the process, which was very easy and not time consuming at all! I will be referring Oaks Tax & Accounting to all my friends and family! read more

Adam, Scott and Brittany are amazing! They went above and beyond to help us with our tax return and explained everything to us in detail and were always so great at responding in a timely manner. I love how easy it was to upload our documents through the app....super convenient!. We will be recommending them to our friends and family. Thank you guys again! :) read more

If i could rate them a thousand stars i would!!!! This place is literally the BEST place. Very pleased with this place. Adam and Brittney WOW they are truely amazing and very hard workers. They communicate everything to make sure you understand and make sure everything is done right. Thank you both for such a amazing place i will be definately be back forever!!! If you need to get your taxes done call them now! :) read more

Adam and Scott are true tax professionals and leave no stone unturned to help you save taxes. Highly recommend.