Who We Are

Core 4 Financial was founded and is led by Will Jones. Will has been working in the financial services industry since 1993, providing financial planning, investments and tax services. He was born in Northern California, and after living in various locations along the west coast, settled back in his hometown of Sacramento, CA with his wife Tresa, their two children Amelia and Miranda, and a menagerie of animals.

He enjoys hiking, boxing, running, mountain biking, and cooking, and nurtures his creative side by concocting tasty original craft cocktails. Will has a Finance degree from San Diego State University, a Masters in Taxation (MST) degree from Taft University and has been admitted to practice before the IRS as an Enrolled Agent (EA).

Emily joined us in August 2020 as a full time office manager, to take on administrative and bookkeeping responsibilities.  She was born in Northern California and currently lives in the Apple Hill area of Placerville with her husband, Jeff, and their two children Jaxton and Ever.

She enjoys swimming, morning walks downtown, a good cup of coffee, and the magic of Disneyland.  Emily has spent the last decade working in the health care industry helping to keep her departments running smoothly and on schedule, and after returning to school to obtain her Bachelor’s degree in Business and Leadership at Arizona State University, realized the health care field was not where she wanted to stay.  She traded her scrubs for a 10-key and is now thrilled to be part of the Core 4 Financial family!

Paula Rose joined us in October 2021 as a Tax & Accounting Associate to assist with tax preparation, accounting and bookkeeping, tax agency notice resolution, and other special tax projects. She works remotely out of her native state of Michigan, where she attended Northern Michigan University to study accounting and finance.

She has a passion for helping business owners and individuals manage and grow their financial well-being, with over 30 years of tax preparation and accounting experience. Paula says the most rewarding aspect of her career has never changed over all those years: Witnessing clients achieve their financial goals. In her spare time, she enjoys spending time with her two sons, renovating homes, gardening, cooking, train travel, and railfanning (you may want to Google that one!).

Photo of Paula Rose, Tax & Accounting Associate at Core4Financial

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.

We have over 25 years of financial-centered experience, and we never stop learning how to improve our services for our clients. We're good at what we do, and we have delighted clients to show for it.
We're focused on your needs, not ours, working to find solutions that get you the best outcome and results. We provide balanced advice, explaining the pros and cons of different action steps, partnering with you to help you make educated decisions.
You're the top priority. We do everything we can to deliver the best service for you, every time. After all, happy clients are return clients, and we always want to create long-term partnerships with our clients.
Yeah, we know, taxes aren't exactly a day at the beach. But we work to take the pain out of the process, and to inject some humor and light into your day.


“Not only do we utilize Will and his team for multiple corporate tax returns and sales tax filings, we feel we now have a trusted financial partner and advisor as our business has grown. I recommend Will without hesitation.” – Ben Jones (no relation)