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    V-Ly Terah D

    5.0 (3 reviews)
    Closed 8:30 am - 12:00 pm, 3:00 PM - 6:00 PM

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    Business consulting

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    OC Financial Services

    OC Financial Services

    (95 reviews)

    I don't recommend this place - getting charged over $175 to scan documents and send to an email…read more They're thieves and I'm not saying this because I want to bad mouth anyone but this is insane. I work in law and scanning a document shouldn't be charged whether it's one page or 1,000 pages If their machine is slow as they claimed over the phone then why should the client be penalized then excuses it with "well my employee stood there for two hours!" So what?! That's why she's your employee that you hired to provide a service for an hourly wage. Not in my years of experience doing immigration work or personal injury work have I ever charged struggling families for this. That's not right. I can only imagine the insane amount they charge for getting your taxes done here. These are hard time for immigrant families, this is not the time to be greedy. Actually it never is the time.

    After our previous tax preparer disappeared off the face of the Earth several years ago we had to…read morefind a new person to trust with our financial life... That person turned out to be Irene Christiansen, owner of OC Financial Services in Fullerton CA. Irene is professional & knowledgeable in all aspects of financial management, planning, & tax preparation! She communicates to her clients in a way that's accessible, helpful, & completely understandable -- She meets all her clients exactly where they are in their knowledge of their finances. Her fees are reasonable & her demeanor is warm & friendly. I am happy to have found someone to care for our financial needs that is trustworthy & thorough.

    Ledger Technologies

    Ledger Technologies

    (3 reviews)

    I've used 1040 Blues Inc since I started with them in the year 2000. Franc is both professional and…read morevery personable. He's incredibly knowledgeable and has always done a fabulous job at working with my complex tax circumstances, up to and including the situations wherein I have expatriated - he's just as capable at working my issues remotely and getting my taxes done as he is in person. Franc's staff are friendly and helpful, and always help me out in the few situations when he's been too busy due to the peak of tax season. Whenever I've had questions, Franc takes the time to research answers when I have something new to ask. When I first started working with 1040 Blues in 2000, they were based in Torrance. A few years later, they moved to Fullerton, where 1040 Blues has remained ever since. I trust this company with my finances, and have now for 17 years, and plan to continue to do so. I have also referred friends to 1040 Blues, and they have stayed loyal as well. In summary: if you're looking for an excellent, trustworthy accountant who also happens to be a good person (easy to talk to, not just a brain-in-a-box), this is the company to try.

    RUDE and ARROGANT. HORRIBLE communication. All was my experience…read more This could explain why they have a 3.7 rating on Yelp. 9/3/26 spoke with Lauren Brounley. She told me to upload two years of tax returns so they could give me a quote. Immediately did that. Lauren Brounley gave me the $525 quote. Then Lauren Brounley told me to do all this work BEFORE she would allow me to book an appointment for my 2025 tax returns! I had to complete and upload: -their form, -my tax organizer, and -all my tax forms This call happened at 10 AM. When I questioned Lauren Brounley why I would have to complete and upload all my tax return and tax forms BEFORE I could book an appointment, she could not explain. HUH???? I was gone all day. CAme home at 4 PM and immediately completed their forms and organizer. That was a LOT of work! At 5 PM I called their office to book the appt; Franc Balistrieri answered. Franc Balistrieri told me he is the "Head Dishwasher" and then announced he changed his mind about doing my tax return....after I had spent all day doing everything Lauren Brounley asked me to do!! Franc Balistrieri said, "GO TO HR & Block!". That felt RUDE and ARROGANT. The last thing Lauren Brounley told me to do when we spoke at 10 AM was complete all that work and then call to book my appt. I did as instructed. Talk about horrific, ineffective, and non-transparent communication!!

    V-Ly Terah D - businessconsulting - Updated September 2026

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