Expert Tax & Financial Services

Core 4 Financial

Our Services

Taxes are only a part of our focus. With over 25 years in financial services, in areas of lending, investments, financial planning, and taxes, we bring a big-picture perspective to the table.

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

Why Choose Us

We want you to enjoy the process of working on your 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 tax and financial expertise.

Will Jones has been my personal and business accountant for over 6 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

Contact Us

If you're looking for friendly, expert assistance with your tax or financial needs, we'd love to connect with you. Please give us a call, or fill out our contact form. We're looking forward to hearing from you.

(916) 586-8444

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

Say Hello!