Oaks Tax & Accounting

4.6(10 reviews)Stevenson Ranch, California
Oaks Tax & Accounting
By owner
Oaks Tax & Accounting
By owner
Oaks Tax & Accounting
By owner

Oaks Tax & Accounting is a CPA firm and the trusted provider of tax and accounting services in Stevenson Ranch, CA, providing businesses and individuals with the assistance they need to stay on top of their finances year-round. We take a proactive and holistic approach to planning and situational optimization rather than traditional historical accountants or tax preparers. We are not just tax preparers and bookkeepers. We are trusted business advisors, financial planners, development coaches, and problem-solvers. We will ensure everything to help you optimize your financial resources and reveal potential growth channels. As experts in financial regulation, we can offer pragmatic solutions for financial health.

Services

Accessibility

Business Hours

Monday
9 am–5 pm
Tuesday
9 am–5 pm
Wednesday
9 am–5 pm
Thursday
9 am–5 pm
Friday
9 am–5 pm
Saturday
Closed
Sunday
Closed

Find Us on Google Maps

25129 The Old Rd STE 107, 207 and 226, Stevenson Ranch, CA 91381, United States

Customer Reviews

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Reviews

4.6(10 reviews)
Rebecca Timmons
Oct 3, 2024on
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We started using this company years ago and at first they were helpful and communicative. Each year they got collectively worse. We had little to no communication, unanswered emails and calls, and several issues with our taxes with no help. They also significantly increased the costs without telling us after verbally promising a flat rate for our time with them. If you are looking for a CPA I would recommend using a different company.

Alain Do
Apr 13, 2023on
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I highly recommend Adam and his team. They were fantastic to work with this year and look forward to continuing to leverage their expertise in all things. We were very happy with the outcomes and their thoroughness and constant follow up.

Chaminda Hettige
Nov 7, 2021on
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Excellent service. Very valuable tax advice from a team of friendly professionals. They carefully evaluate your situation and provide very practical advice for tax and accounting problems. Highly recommended to anyone. Positive Responsiveness, Quality, Professionalism, Value

carlos hidalgo
Sep 17, 2021on
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Great people to work with! if you want a cheap service that does quick work id look somewhere else... but if you want a proactive team that is dedicated to you and your security then this is the right place for you! They helped me solve all my problems and the value more than exceeds the price for me! Thank you Adam, Scott and Brittany i hope to work with you for a long time!

brenda pizano
May 19, 2021on
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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! :)

Stephen Lemnah
Nov 7, 2020on
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They are very knowledgeable and have helped my wife and I set up and improve our businesses. I would highly recommend them for all your tax and accounting needs. Positive Responsiveness, Quality, Professionalism

Nikki Olmos
Oct 26, 2020on
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Adam and his team are wonderful! They truly make taxes for me so bearable and light. Their work ethic is admirable and refreshing. I am so glad to have finally found a firm I can rely on confidently. I highly recommend ☆彡

Carroll Rourke
Oct 10, 2020on
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This accounting firm is beyond outstanding. They went above and beyond as an expert witness in an extremely complex and complicated divorce which encompassed multiple states, businesses, and properties. There is NO tax situation too difficult or complicated for them. Their knowledge of tax practice, tax codes, regulations for National as well as international is beyond exemplary. I cannot speak highly enough of this company. Two separate money management facilities spoke with me regarding their report and knowledge. They both asked what major legal firm wrote this report and provided a reference sheet with over thirty five references. I was overjoyed to report that is was all inclusive, and solely from Oaks Accountants.

Dana Pope
Sep 25, 2020on
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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.

Sharon Grossman
Aug 23, 2020on
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Scott and Adam are dynamo as a team. Their expertise coupled with their peronality makes working with them not only rewarding from a financial perspective, but also fun! I highly recommend them to anyone looking for that personal touch rather than feeling like you're just another client.

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