Expert Tax & Financial Services

Core 4 Financial

Our Services

We're not like other accounting firms. With over 30 years in financial services, in areas of lending, investments, financial planning, and business taxes, we bring a big-picture perspective to the table. Check out our Services page for details, as tax return preparation services are becoming a smaller and smaller part of our focus.

Virtual CFO Services
From new business setup, strategic planning, budgeting and cash flow, and even board meetings, C4F is there for you.
Having a resource available for those pesky questions that come up is crucial. We offer business and individual tax planning, working through the Core 4 Fundamentals of planning.
From monthly bookkeeping, reconciliation and financial reporting, to quarterly reviews, to bookkeeping and accounting support and troubleshooting, and QB online setup and configuration.
We enjoy helping our clients navigate the complexities and the ever changing tax laws to help you pay a little as legally allowed,

Why Choose Us

We want you to enjoy the process of working on your business goals, taxes, and finances with us, never feeling intimidated or like you are in trouble. We explain things in easy to understand terms, and no matter what your tax situation is, we work to remove stress, not add to it. We are casual in our approach, but serious about the work we do. No judgement, no stuffy attitude, no suit and tie – more like jeans and button-downs with helpful, friendly service, creative ideas, and knowledgeable business strategy, tax, and financial expertise.

Will Jones has been my personal and business accountant for over 12 years. He is a trusted partner who is meticulous, thoughtful, and truly cares about us as clients. I have referred him to numerous friends and colleagues all of whom have been equally happy with his work. I would highly recommend him to anyone looking for an honest and reasonable accountant.

Dylan O

If you're looking for friendly, expert assistance with your business planning, tax, or financial needs, we'd love to connect with you. Please give us a call, shoot us an email. We're looking forward to hearing from you.

(916) 586-8444

Contact Us

You can set an appointment with us here – just select the day and time that works best for you!