About OC Financial Services
OC Financial Services Inc. is a financial firm led by Irene Christensen, CEO, with more than 25 years of experience in bookkeeping, tax preparation, and professional consultation. The company emphasizes personalized attention and practical financial guidance, aiming to build long-term relationships with individuals and small businesses. Its website highlights a commitment to reliability, quality, and helping clients navigate their financial needs with greater confidence. The firm has maintained the same ownership, location, and much of the same staff for approximately two decades. OC Financial Services emphasizes a personal approach, taking time to understand each client's individual circumstances and objectives before developing appropriate financial solutions. The company also highlights its history of serving thousands of clients and its strong client-retention record.
Services
Tax & Accounting Services Accounting Software Selection & Implementation Audits Reviews And Compilations Bookkeeping/Write-Up Business Consulting Business Entity Selection Estate & Trust Tax Preparation IRS Representation Living Trust Formations - California Notary Public Payroll Services Retirement Planning Sales Tax Services Tax Preparation & Planning Back Taxes Owed Bank Levy Currently Not Collectible/Hardship Status Injured Spouse Relief Innocent Spouse Relief IRS Audit Representation Levies And Seizures Liens Obtain Your IRS File (Freedom Of Information Act) Offer In Compromise Payroll Taxes Owed Penalty/Interest Abatement Statute Of Limitations Tax Representation And Resolution Unfiled Returns Wage Levy (Wage Garnishment)Reviews
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!