OC Financial Services Inc.

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 .

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.

We must renew our licenses every year and we take continuing education courses offered by the state and the IRS approved providers.

I have been a Realtor 2 decades then, I realized that my real estate clients were not being qualified for mortgage loans due to the large errors in their financials/tax declarations. I attended the community college and became a registered tax preparer with the IRS and States, also got certified as a Quick books bookkeeper and fully register and able to work with XERO software as well.

I have over a thousand clients that we serve year after year. Our clients vary from a young student with one W2 for to single parents, first time home buyers, small business owners, small venture partners and small to medium size corporations (S-corps,LLC, C Corps, Partnerships etc). We have clients all over the world, the US, Latin America and Europe.

I have many, many amazing stories from many clients. I would love to share with my clients when their issue or situation relates close to the experience of one of my clients .

Please expect to hear the facts. We will explain to you why your tax liability and how you can legally minimize it. Our fees are extremely competitive for the quality and due diligence we offer.

We will prepare our clients' tax preparations as if we were preparing our own. We request that appointments be made as to insure that we answer all of our clients questions. We will work with full due diligence and we will backup any work done by our office.