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OC FINANCIAL SERVICES

OC FINANCIAL SERVICES

About This Listing

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Contact Information

Address

2330 W Valencia Dr

Fullerton, California 92833

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

I found OC Financial Services online and made an appointment with Irene to review my tax return, estimated payments, and ask a few other questions in regards to my small business. She was professional, kind, and easy to communicate with. I'm very grateful for her help and look forward to working with her more in the future!

Been coming to OC Financial Service for about 7 years to see Irene. She is very knowledgeable, professional and honest. She goes way above and beyond her expertise with amazing customer service. She really goes the extra mile to make sure things are done correctly and accurately. Highly recommend 10/10!

I very rarely take the time to make a review but I felt this was warranted under the circumstances. First off, I am, correction was, not a new customer I have been going here for the past 5 years and each time felt comfortably and taken care of, I did notice over time that they were steadily getting busier over the years; appointments slipping 5, 10, 15 minutes, etc, as well as prices going up, which I didn't mind since they are walking distance from my house. All this changed this year, in actuality 21 min

Amazing, amazing service!! Shout out to Michelle for her amazing work and her professional service. Would recommend anyone to come and prepare your taxes with OC Financial Services as they will take care of you. Both Michelle and Irene will make your life a lot easier with their expertise.

O.C.FINANCIAL SERVICES IN FULLERTON..Very good experience..make my appointment arrive on time..they greedme..and did my taxes..they're were very helpful and explained my best way to file my taxes..very professional..definitely I recommend this place to friends and family..also convenient location by Valencia/brookurs av..closed to my home!!..the owner..Irene..beautiful person..!!..thank you..!!

I came by today to file a tax return. Simple & easy process :) It's always a pleasure to see & talk to Irene because she's genuinely kind & compassionate, and really wants to help you. A loving soul! I love you! :) --- Judy

Thank you Irene and the awesome team at OC Financial Services! I was a little behind on my taxes and they immediately put me at ease and let me know everything would be alright. AND IT WAS! I refer anybody who asks to you. Blessings...

Irene at OC Financial Services is an Amazing lady and a great accountant if you need your business accounting done she is the best in the business

Sharing my experience is not defamation*. Because every event was true. Stating what happened and her experience and how we feel about that experience. Thank you.

Thank you OC Financial Services for all your help with my taxes over the last few years. It feels good to go back to a place I know I can trust!

Non responsive, reached out to Irene & staff multiple times via email/phone....never got a response back.

I had a little problem with my tax returns and Luis was able to assist me got everything handled quick .

Great at what she does!! Did an amazing job! Such a painless process

It is being to many years tha my family is being using them for taxes. For business and personal services. Very profecional nice personal tha always helped with what we needed. I well truly recomend them

Michelle and Irene are very helpful.

Horrible customer service! Who ever answer is not professional and didn?t care for my business! And her prices where a little absurd, over $170!!!

Very helpful abnd friendly workers

(Translated by Google) It is a very good experience to go to this place Mrs. Irene serves very well with a lot of respect and explaining everything I highly recommend it Thank you so much. (Original) Es una muy buena experiencia ir a este lugar Mrs. Irene atiende muy bien con mucho respeto y explicando todo lo recomiendo much?simo Muchas gracias.

(Translated by Google) First-class 5-star service, very good service and attention (Original) Una atenci?n de primera de 5 estrellas muy buen servicio y atenci?n

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.