
Where your finances are our expertise
Success starts here
Call us today: 909-268-6884
Send us an email: contact@chaffeyoakfinancial.com
Our Services
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.
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!