Ortega Financial Services

Ortega Financial Services, formerly known as Charter Services, has over 20 years of experience in the market. They offer complete solutions in Taxes, Immigration, Bookkeeping, and Real Estate. Their commitment is to provide services of the highest quality, supported by a team of experts. They are dedicated to maximizing value for clients with reliable and personalized advice.

Clients find the office easy to schedule appointments with. One client had taxes done by Jose and was very thankful for his services, noting he was very good at explaining everything regarding returns. Another found Jose very helpful and nice, with a smooth process where he answered all questions and gave advice. The tax process is described as stress-free, with clear explanations. His attention to detail and dedication to customer service are top-notch, and his honesty and efficiency are appreciated. A first-time filer, a part-time worker and college student, thanked Mr. Ortega for guiding him through his first year, bringing him to a realization of how taxes are done. Long-term clients have received great quality service for several years, finding him fast, efficient, and most importantly, trustworthy.