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.