Faithful Finance. Eternal Impact.
“Our mission is to serve God’s Kingdom through faithful financial stewardship, using the resources He has entrusted to us to make an eternal impact. Guided by our F.A.I.T.H. values of Faith, Accountability, Integrity, Trust, and Humility, we provide financial services rooted in excellence and purpose, giving back through missions, outreach, and generosity.”
About Us
At Carey Finance, we believe every financial decision is an opportunity to honor God. Founded on faith and built on integrity, we exist to help individuals and families manage their finances with confidence, wisdom, and purpose. Our mission is to serve God’s Kingdom through faithful financial stewardship; using the resources He has entrusted to us to make a lasting impact. Whether we’re preparing your taxes or helping you plan for the future, our commitment remains the same: to serve with excellence, lead with faith, and give back generously.
“We believe wealth is a tool from God, meant to be managed with wisdom, shared with compassion, and used to serve His Kingdom.”
Our Services
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Tax Preparation
Individual Federal and California Tax Preparation and IRS Filing
Maximize your deductions and credits with expert, faith-driven guidance. -

Tax Planning
Personalized Tax Planning for a Secure Future
Strategic, year-round guidance to help you steward your resources wisely and minimize tax burdens.
Testimonials
Support Our Mission ✞
Support Our Mission ✞
Carey Finance is helping support a missions trip to Central America in partnership with CRU and Filter of Hope. Our team will enter communities where families have little to no access to clean drinking water and install long-lasting water filters directly in their homes. These filters provide up to a decade of safe, life-changing clean water, improving health, reducing illness, and lifting a daily burden many families carry. As we meet this practical need, we’re also able to build relationships, pray with families, and share the hope of the gospel in a personal and meaningful way.
Your donation directly helps purchase water filters and support the team bringing both clean water and the message of Christ to families who desperately need both. Thank you for partnering with us.
Let’s work together
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FAQs
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Yes. Carey Finance prepares and electronically files both your Federal and California tax returns for accuracy and convenience.
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Absolutely. We can help you get caught up on prior-year filings and ensure everything is properly submitted to the IRS and California Franchise Tax Board.
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Yes! We provide secure virtual meetings and document uploads so you can complete your tax filing from anywhere in California.
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Tax preparation focuses on filing last year’s taxes accurately. Tax planning is a proactive strategy that helps you save money and make smart financial decisions year-round.
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Yes. Strategic planning helps identify deductions, credits, and timing opportunities that can lower your tax liability legally and responsibly.
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Yes. Carey Finance is founded on Christian values of honesty, stewardship, and service. We approach every client relationship with integrity and compassion.
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Not at all. We serve everyone with respect and care, regardless of background or belief. Our faith simply guides how we serve and conduct business.
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Yes. We use encrypted software and secure cloud storage to protect your sensitive data.
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Pricing depends on the complexity of your return or planning needs. We’ll provide a clear, upfront estimate before beginning any work.