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OC FINANCIAL SERVICES
Fullerton, CA
Accounting
OC Financial Services Inc. provides comprehensive tax preparation, resolution, and financial planning services for individuals and small businesses. They specialize in entity formation and living trust creations, serving clients from their Fullerton, CA office with over 25 years of experience.
★★★★☆ 4.3 (5 reviews)
5 Reviews
★★★★★
We came in for the first time not knowing anything about filing taxes. as soon as we walked in the lady at the front desk greeted us and was very helpful and polite. They accommodated us and gave us cold waters and a place to sit. the wait was short and then We met with Irene. she is very sweet and made the process quick and simple for us. She is super kind and made the experience very pleasant overall.
Mrs Potato Head  ·  Apr 7, 2026  ·  Google
★★★★★
Amazing experience! Booked an appointment and Graciela was assigned to me. She did an amazing job and tried to get me as much money back as she could. I didn’t think I would get much back due to my marital status and pulling out of 401k, but the team was adamant about getting me a good refund and asked me specific questions that helped make a significant difference in my filing status. Graciela was very professional and helpful throughout the entire process and I appreciate her genuine effort to help me as much as she could. The team is very knowledgeable and welcoming. I’ll be coming back to them to file next year and highly recommend you do too!
Malaina Reatiga  ·  Mar 26, 2026  ·  Google
★★★★★
I love coming here every year! I’m so grateful to Michelle for taking care of me and my parents. It’s always such a smooth process, they are patient, and care to educate you and the community. I trust that you will have a great experience coming here. You won’t regret it. I appreciate their hard work during a busy tax season!
Eli Aguayo  ·  Mar 12, 2026  ·  Google
★★★★★
After our previous tax preparer disappeared off the face of the Earth several years ago we had to find 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.
Deborah Romero  ·  Mar 4, 2026  ·  Google
★★★★★
Hands down O. C. Financial has helped me make my contracting business more efficient and successful keeping track of my expenses with Quick books. Thank you Michelle and Irene.
Alan Christensen  ·  Feb 24, 2026  ·  Google

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