Where your finances are our expertise

Success starts here

Call us today: 909-268-6884

Our Services

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Monthly Bookkeeping (QuickBooks Online) – Keep your books organized, accurate, and tax-ready.

Financial Statement Preparation – Get clear insights into your business performance.

Catch-up & Cleanup Bookkeeping – Behind on your books? We’ll get you back on track.

Bookkeeping & Accounting

Tax Services

Individual Tax Preparation – Helping W-2 earners and side hustlers file accurately and maximize refunds.

Self-Employed & Small Business Tax Returns – Specialized tax strategies for freelancers, LLCs, S-Corps and entrepreneurs.

Tax Planning & Strategy – Proactive tax-saving strategies to help you keep more of what you earn.

Financial Strategy & Forecasting – Get data-driven insights to scale your business.

Budgeting & Financial Planning – Set clear financial goals and a roadmap to profitability.

Fractional CFO Advisory

Ready to simplify your accounting & taxes ? Let’s talk!

Our Process

STEP 1: Call Us Today

Call us or submit a contact request and we’ll reach out to you to learn more about your accounting and tax needs.

909-268-6884

Our Promise to You

STEP 2: Assess & Estimate

We’ll conduct a thorough review of your current accounts and financial situation. 

Based on this, we’ll provide a clear timeline and a transparent upfront one-time or monthly pricing estimate—so you know exactly what to expect.

STEP 3: We Work Together

No more stress. You’ll always be prepared for tax season and know exactly where your money is going.

At Chaffey Oak Financial, we handle the numbers so you can focus on what matters most—growing your business.

  • Accurate, Reliable, and Transparent Accounting

  • Proactive Tax Strategies to Keep More Money in Your Pocket

  • Dedicated Support So You’re Never Left in the Dark

Your success is our priority, and we’re committed to providing top-tier service with integrity and expertise.

Let’s build your financial future—together.

Contact Us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!