JOHN MOORE, EA
- Income Tax Specialist
- Founder, Chairman and CEO, Moore Financial Services Inc.
John Moore founded MooreTax Services when he offered to prepare tax returns for his co-workers at United Airlines. In 1985 he earned his Enrolled Agent's license, and in 1990 left United to devote his efforts full time to his growing tax practice. With the help of his wife Claire and daughter Charlene, John's practice expanded to include business services. Moore Tax Service purchased it's own building (it's present location) in 1993, and in 1998, Incorporated as Moore Financial Services.
John is a member of the National Association of Enrolled Agents, the California Society of Enrolled Agents, and a Fellow of the National Tax Practice Institute. A motorcycle enthusiast, John is a member of and one of the 5 founders in 1971 of the BMW Motorcycle Owners of America. He has also taken up golf, and enjoys spending some time out on the greens.
John has lived in the Tri-City area for 44 years. He and his wife Claire have been married for 38 years and together they have 5 children. The youngest daughter, Charlene Burkhardt, is the President of Moore Financial Services.
- Enrolled Agent (EA)
- California Life Insurance License #0809538
CHARLENE BURKHARDT, EA
- Income Tax Specialist
- President and COO, Moore Financial Services, Inc.
Charlene joined the family business in 1991, assisting with bookkeeping and tax returns. She received her Enrolled Agent’s license in 1995, and then became a Registered Representative in 1999. Later in 2001, she received her insurance agent license.
Charlene assists clients with a variety of services including QuickBooks support, income tax preparation, tax planning, life insurance, and establishing retirement plans. Here in the office she manages everyday operations within the company and oversees employee productivity.
She is a member of the National Association of Enrolled Agents, as well as the California Society of Enrolled Agents.
Charlene has been a Tri-City resident for 38 years. She and her husband Dan (also a Moore Financial employee) have been married for over 25 years. They have two children, Emily and Matt. Charlene enjoys camping and jet skiing.Licenses/Certificates:
- Enrolled Agent (EA)
- California Life Insurance License #0D20182
Jeannette B — Customer since 2014 Recently, after reviewing my portfolio, I realized that I desperately needed to diversify. I use Moore Financial for taxes and they do financial planning as well... so I called and made an appointment with Charlene. She was very helpful in assisting me with understanding all possibilities, then advising the best path to take to reach my goals. She was not pushy toward any one method, just really helpful. I really appreciated discussing all options and being let figure out what best suits my needs. Charlene was marvelous and I would recommend meeting with her for planning you future.
Totally surprised our Retirement Planning session was part of the service at no additional charge. So wonderful to be part of Moore’s family. They are trusted, and, appreciated for all they do for us.
Totally surprised our Retirement Planning session was part o additional charge. So wonderful to be part of Moore’s family. They are trusted, and, appreciated for all they do for us.
Excellent! Since I handle my parents' financial affairs they were especially helpful with issues unique to that.
Moore Financial always provides ample time to go over any questions asked
and is always quick to respond with follow up data. I have always felt comfortable to ask any questions I have on how things work. Their attention to detail is greatly appreciated..
I have been a client of John for over 20 years
I have always found John and Charlene to be very friendly but businesslike, listening to my questions and suggestions and providing me with required response without any hesitation. At the same time, they both are not averse to telling me when I am off course or need advice on tax and investment issues. I would not hesitate to recommend their services to any of friends if the situation calls for. Chittoor
Excellent Service and support from Charlene
Highly efficient and excellent Service
I was able to obtain the information I was looking for in a very short time
I was able to obtain the information I was looking for and also to make a transaction in a very short time. I appreciate the ride to the Bart Station as well.
Nice Neighborly Experience
Nice Neighborly Experience
John is a consummate professional
John is a consummate professional. He clearly loves what he does and treats every customer with incredible care and attention.
Once again, Charlene completed our taxes in super lightening speed and with a great sense of humor. We love having our taxes done at Moore Financial Services and wonder how H & R Block is still in business with Charlene around. Really. It's a painless process that I now look forward to every year. Thanks, Charlene.
I can't say enough about how happy I am to have met Charlene so many years ago
I can't say enough about how happy I am to have met Charlene so many years ago. She is wonderful and has been such a great help to me over the years, not only with my taxes, but with other financial issues as well. Thank you, Janet Jasven
Charlene is always extremely helpful
Charlene is always extremely helpful, knowledgeable and a pleasure to do business with.
I have used Moore Financial Services for years
I have used Moore Financial Services for years and have recommended them to many friends. I am still very happy with the work they do for me and will continue to recommend them every chance I get.
I have been getting my taxes done with Charlene for more years then I
I have been getting my taxes done with Charlene for more years then I remember. I have always had a completely pleasant visit with her while she quickly and professionally prepared my taxes. I have and would recommend Moore Financial to anyone.
Charlene went above and beyond
Charlene went above and beyond to help us with our financial concernes.
I have been a client of John Moore for over two decades. If their services were not satisfactory , I would have went somewhere else. Their approach is one of laid back, listen to their clients and do whatever is necessary to keep their clients happy and satisfied. They can be trusted to do what is right for the customer w.r.t to the clients' assets and investments. I consider John, Charlene and Cary to be our family friends.
Moore Financial Service makes you feel comfortable
to ask any questions.
I have been with Moore Financial for many years
and have recommended then to family and friends. Both John and Charlene have always been thorough when answering questions about taxes and investments.I am not familiar with. They want you to understand. Diane
I have been working with Charlene for many years
and it's always a pleasure to work with her. This year I gave her a little twist in something that was out of the norm, but with her research and persistency, she was able to get it done in a timely manner. Thank you Charlene for all the years. With special attention and appreciation to this year. And I look forward to many more. Regards, Stephen
I appreciated both John's and Charlene's time yesterday
I felt like all my questions were answered and I am looking forward to completing my transfer and working with you. Diane
moore financial services continues to exceed my expections (year over year)
with regards to being extremely knowledgeable, competent, courteous, professional, cooperative, flexible and respectful. most importantly, charlene (in particular) treats her clients as individuals as opposed to numbers...
It is always like going to visit friends
It is always a pleasant experience. Couldn't be more satisfied.
is always thorough and efficient.
I really enjoy working with Moore Financial.
I always get my questions answered quickly and accurately, just like my tax returns. I will never go anywhere else.
John was very thorough with my filing.
is very knowledgeable and provides great service! Always quick to reply to any questions I may have with clear explanation. I would recommend Charlene to anyone. Thank you Charlene! Tony
have been having my Income Tax prepared with Charlene for 5 years now
have been having my Income Tax prepared with Charlene for 5 years now and I am extremely pleased with her service and even though no-one likes Income Tax, I actually look forward to seeing her each year! She is exceptionally professional, friendly, and always has the answers to my questions.
It's almost a pleasure having my tax report prepared
It's almost a pleasure having my tax report prepared each year by John. The Moore Financial staff is not only friendly but extremely professional. I've been a client for decades and, as a result, my financial life is so much better today! I...
Enjoyable as usual
Enjoyable as usual or as enjoyable as paying taxes can be. The professional, friendly & cheerful staff at Moore Financial make me look forward to the visit. 22 years I think? However, must be honest & admit missing my annual chat with Jennifer.
We actually enjoy going to Moore Financial for tax preparation!
We actually enjoy going to Moore Financial for tax preparation! Everyone who works there is professional and courteous. It has been a pleasure to do business with Moore Financial for many years. Carla and James
As always, Charlene provided us excellent service
As always, Charlene provided us excellent service, answered our questions and provided valuable information for the coming year and beyond.
Charlene was very helpful
Charlene was very helpful in clarifying what documents I could use for deductions on taxes. Very thorough, and pleasant appointment.
Professional Courtious Service from the entire staff Always a pleasure
Always pleased with the service
I've been a client of Moore Financial Services for years and am always pleased with the service. Everyone is professional and very pleasant. They make tax preparation as painless as possible.
Charlene is the best
As always, charlene is customer-centric and considers the macro-picture when offering guidance and making recommendations.
Chalene Burhkardt, Moore Financial Services.
Charlene Burkhardt is excellent. She is does a great job, answers every question, is concise and clear and thinks of the well-being of her customers. Work with her!
After 15+ years I trust Charlene with my taxes
After 15+ years I trust Charlene with my taxes, she does a great job and also helps me with other issues during the year if I need her!!!
Always excellent service
Always excellent service, and the professional and personal relationship with Charlene is the best. Thanks for making tax preparation fun.
completely happy with Moore Financial
As always, completely happy with Moore Financial! I actually look forward to my time with Charlene. She always takes the time to listen to my concerns and to give me good sound advice. This is why I always go back, year after year...trust.
Charlene is very knowledgable in tax law and preparation. She helps us annualy and has provided insight each year on how we can limit our tax liability. We completely trust her, and recommend that anyone needing quality tax consulting should contact Moore Financial.
Charlene is great, she always makes sure I've got every tax break possible and gives great advice!
Very satsfying experience
Moore Financial services is an excellent place to go for advice. Charlene is very good at her job. She is very friendly and makes you feel comfortable talking about anything. I really recommend Moore financial services
Very satsfying experience
Very satisfied with getting the steps toward the will and trust established.
Personalized service; I am listened to, not shoveled along by a sales pitch. That is to say, I'm treated with respect and have no problem passing that back. Knowledgeable? Yes, my needs are addressed.
Top notch! Been a client for over twenty-five years and wouldn't think of going anywhere else.
Very satsfying experience
Very satisfying experience. After years of using Moore financial Services, I have never had a bad experience and any questions were answered immediately and fully.
Tax assistance all year
The people at Moore Financial are friendly and professional. Charlene has helped me throughout the year on several occasions. Last year she assisted me with some money that I received from stock options. The assistance was free of charge. Her recommendations probably saved me close to $6000 dollars that I would have payed in taxes. They respond to email promptly. They have answered all my tax questions to my satisfaction. I have been doing my taxes at here for about 10 years. What can I say, I am a happy camper!
Will never go anywhere else
All of the staff are knowledgeable and friendly. Whether completing our tax return, retirement plan or helping with employer 401K questions. Very convenient and flexible hours including nights and weekends.
Always available and professional
We've been with John, Charlene, and team for taxes and other "along-the-way" questions for over 20 years. We have found the team accommodating and ready to answer questions at any time with prompt return of phone calls with answers or after research, professional advise. I recommend (HIGHLY) the John Moore Financial Services team for tax and planning. You can't find an more dedicated team of professionals.
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