Kail is the guy. Just moved to Rancho and needed to find a local place that would be patient enough…read moreto deal with my private contractor status . He guided me through optimizing my documents in the most favorable way possible. Thanks for accommodating me.

Very fast service and appointment is easy to make, parking lot a lot space , and a lot timing…read moreoption, can go any day after work Will come again Recommend Kail

I've been coming to Alisa for quite a few years now and have recommended my family and friends to…read moreher. She is quick and makes sure you are getting back what you deserve. She asks all the right questions to make sure of that. Sometimes you think claiming certain things won't make a difference but she always makes sure to check for you, and let me tell you, she has saved me thousands! If you want to sleep well knowing you taxes were prepared correctly and accurately this is the spot to come! Alisa is the real deal! And I am so grateful I found her business!

The only regret I have is not finding Alisa years ago!! I received the exact same level of service…read moreas the last three accounting firms I worked with who charged A LOT more. She was quick, efficient, friendly, and I will definitely be using her for tax prep going forward.

James is hands down the best CPA I've ever worked with. He is extremely knowledgeable, patient, and…read morethorough, and he took the time to explain everything clearly so I fully understood my tax situation--especially with my S-Corp, which can get complicated. He is very responsive, organized, and professional, and I felt completely confident knowing my taxes were done correctly and strategically. He didn't just file my return; he made sure I understood the plan moving forward, including quarterly payments and compliance, which gave me real peace of mind. If you're looking for a CPA who is honest, detail-oriented, and truly cares about helping you stay on track financially, I highly recommend James. You will not be disappointed.

Can't trust this guy, full of errors on my tax return, he doesn't check his work and he relies on…read morehis client to find all errors for him.

I started using Xel Advisors in 2025 to assist with an IRS issue. From the start, I felt…read morecomfortable with Xel from my initial consultation. Xel treats their clients concerns very seriously and always communicates their actions and follow-up actions. I was so impressed with them, I used to file my 2025 taxes, which resulted in a very nice refund. I would highly recommend Xel for your tax needs.

The service I received was excellent. I've recommended them to a few friends, and each thanked me…read more I wouldn't hesitate to recommend them again if anyone asks if I know someone.

I have been going to Patriot Tax since before the pandemic!…read more Great experience with this tax service. They are always professional, helpful, and make the whole process easy to understand. Everything was handled quickly and accurately, and they even found deductions I would have missed. Highly recommend!

This is my third time coming back to this establishment, these people are friendly and respectful…read more They made me feel welcome. I'd recommend everyone to come here! I'll always be coming here. They make it easy for me every year when Tax season hits.

Nichole was amazing at helping me get my taxes done today! She made everything so painless and…read morepleasant I am so grateful for this company and finding her. I would highly recommend to anyone needing to file their taxes. Thank you so much to everyone here for providing such an excellent experience.

AAA Tax Svc is the BEST. Abdul has done my taxes for years. I will always use his services! Thank…read moreGod for such an honest taxman!

My husband and I decided to find a new tax professional to prepare our 2025 taxes. My husband…read moresearched Yelp and found Oak Tree services. He was able to quickly make an appointment online. We were able to converse with our tax preparer, Melissa, via email, phone and then for our final tax appointment we met her in person. Melissa has such a warm and lovely demeanor. She is very professional and knowledgeable about taxes. I highly recommend her.

The experience was wonderful. From the moment we arrived Melissa made my family and I feel welcomed…read morewithin her home. The atmosphere was cozy, warm, and inviting. The office was spacious and clean. Melissa helped me and my wife file our income taxes with ease and answered all our questions and concerns appropriately. We also brought our 3 year old daughter with us, Melissa interacted with her made her feel included within the process by offering her a coloring book to keep her entertained. Keep in mind this was our very first experience with Oak Tee Financial and Tax Services, so she really made a first impression. Thank you Melissa and Oak Tree Financial and Tax Services for making the process seamless. I will definitely be back next year and would recommend their services to anybody I come across.

Kail is very helpful and knowledgeable in tax services. He was quick, professional and very…read morethorough. I've reached out to him on a few different occasions and he always immediately responds. I am very much looking forward to seeing him again next year.

Kail was very easy to connect with and worked with us via text. His pricing was resolved. I…read morecontacted him and provided everything. He provided a quote and worked with use regarding our situation. He always response to my text and we will continue using his services moving forward.