About Oates Financial and Tax Services

Oates Financial & Tax Services values relationships and considers each client a partner, believing their success is linked. Customers praise James and Jenny for being friendly, compassionate, and highly skilled. James is especially appreciated for his patience and helpfulness in handling both personal and business taxes, often going above and beyond. Many clients were very satisfied with their first experience, calling James a miracle worker and stating they will never go elsewhere for their tax needs.

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Reviews for Oates Financial and Tax Services

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Mar 2024
I LOVE this tax office! James and Jenny are both the absolute best at what they do and are so compassionate and friendly. I will never go to another place to have my tax return done.
Jun 2023
James has been so extremely helpful in trying to navigate through my taxes for personal and business. I needed someone patient and understanding and he has gone above and beyond! Thank you so so much!!
Dec 2019
I found the business on a referral on my local Neighborhood app. The staff couldn't be nicer and Don Anderson is not only a tax Accountant but registered with the IRS. Mr Anderson has 40 + years in real estate management as a Broker too. This man knows his stuff! I was lucky to find him as he turned a $20k deficit into a $55k profit by digging deep into my friends estate mess. And he has a great sense of humor, always with a funny joke. Who said the only sure thing was death and taxes....not if you have Mr.Don Anderson doing your taxes! He's an Angel!