If you hire this pro, you’re covered by a money-back guarantee. Learn more
If you hire this pro, you’re covered by a money-back guarantee. Learn more
About
Excellence in Tax Services – Backed by Decades of Experience
With a distinguished track record spanning more than three decades, we provide precise, compliant, and strategic tax solutions for individuals and businesses. Our work is backed by a 100% guarantee, without requiring clients to purchase costly audit protection.
Our team of seasoned professionals is deeply committed to safeguarding your financial interests. We skillfully minimize tax liabilities and maximize returns, always operating within the full scope of the IRS tax code.
When you choose us, you gain:
Uncompromising Accuracy – Every detail handled with care.
Strategic Insight – Proven methods tailored to your needs.
Trusted Partnership – A dedicated ally in your financial success.
Serving clients locally in Orange County and across the nation.
Overview
Hired 150 times
Serves Fullerton, CA
Background checked
License verified
9 employees
21 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Cash, Check, Credit card, PayPal, Square cash app, Venmo, and Zelle.
Top Pros are among the highest-rated, most popular professionals on Thumbtack.
2018
Credentials
License verified
Tax Preparer (CTEC)
License state: CA
Background checked
Passed by Irene Christensen on May 30, 2019.
Services offered
Accounting needs
Entity type
Individual or sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Industry
Sales & marketing
Healthcare
Technology / IT
Manufacturing
Projects and media
Projects and media
Reviews
Customers rated this pro highly for professionalism, value, and responsiveness.
Very good 4.6
85 reviews
5
87%
4
4%
3
0%
2
2%
1
7%
Your trust means everything to us. Learn about our review guidelines.
Read reviews that mention:
Giles L.
Mar 27, 2017
•
Hired on Thumbtack
Irene did a great job with my tax return. She was very easy to communicate with and managed to handle some trickier aspects of my case. I will definitely use OC Financial Services again in future years.
OC Financial Services Inc.'s reply
Giles,
You were very organized and responded quickly to our emails. My team and I thank you for the opportunity =)
Most Sincerely,
Irene
Individual Tax Preparation
Esperanza B.
Mar 25, 2019
•
Hired on Thumbtack
Firs, I appreciated the prompt response after submitting my request. OC contacted me the same day, unlike other business which took days or didn’t answer at all.
Irene was knowledgeable, transparent and efficient in preparing my tax returns, I have being employing CPAs to do my taxes for many years and paying the astronomic fees that comes with it. I’m extremely satisfied with the quality of the work done, efficiency, punctuality and value delivered. OC has earned my business for many years to come! I highly recommend theirs services.
Individual Tax Preparation
Will E.
Apr 21, 2017
•
Hired on Thumbtack
Very empathetic, professional and knowledgeable person.
Her mission and that of her group is to help you present your taxes correctly and with minimum pain. Definitely an outstanding option for those that require help presenting their taxes.
OC Financial Services Inc.'s reply
Thank you!
We will always treat our clients with respect and courtesy =)
My team and I so sincerely thank you for the opportunity!
Individual Tax Preparation
Kayla p.
Jul 5, 2016
•
Hired on Thumbtack
Fantastic tax preparation, wonderful staff. So helpful in educating and walking you through the whole process. Great overall experience, safe to say I found where I'll keep going to have taxes done! Thanks Irene!
OC Financial Services Inc.'s reply
Ha!
Know that we will prepare every tax preparation as if we were preparing our own!
Individual Tax Preparation
Lori I.
Oct 8, 2016
•
Hired on Thumbtack
I worked with both Irene and Araceli and was very impressed by both of them. I feel very confident with my tax return that was filed, and appreciated the tax advice for the current year as well. I will definitely return next year and will recommend their services to my friends.
OC Financial Services Inc.'s reply
Hello Lori!
You did your homework on your own prior to coming to our scheduled. You made it easy for us to process your tax declaration and allow time for us to search any deductions you are allowed to have by the IRS and California Franchise Tax Board code.
My team and I sincerely thank you for your kind words =)
Irene Christensen
Individual Tax Preparation
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
Our pricing ranges from client to client's requests scope of work to be performed and complexity of issues to be resolved.
Our lowest quote from a simple W2 tax preparation starts at $85.00 To include all federal, state filing and direct deposit .
What is your typical process for working with a new customer?
We prefer to talk to our clients to insure that all expectations are clear and to set the fee for the work to be performed beforehand.
There is never a charge or retainer agreement unless the clients request one to be produce.
WE HAVE OUR 100% SATISFACTION GUARANTEE. NO SMALL PRINT. NO DISCLOSURES.
We want happy clients and we request feedback as this speaks for our performance and allows us the opportunity to gain the trust of new possible clients and grow our business.
What education and/or training do you have that relates to your work?
We must renew our licenses every year and we take continuing education courses offered by the state and the IRS approved providers.
