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About us

About Us

More Than Tax Preparers—We’re Your Financial Partners

Our Mission

To assist W-2 filers, self-employed individuals, and small businesses with relieving the stress of tax season while maximizing their refund potential. Through transparent communication and client-centered service, we help you feel financially empowered and fully informed.

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Our History

Coree Financial was founded on one simple belief: everyone deserves financial clarity and confidence—especially during tax season. What started as a passion for helping friends and family navigate confusing tax documents has evolved into a nationwide tax service trusted by hundreds of clients each year.

We know that taxes, credit, and compliance can feel intimidating. That’s why we created a space where everyday people—especially working-class professionals, small business owners, and single parents—can receive expert guidance without judgment, pressure, or confusion.

Led by CEO Chaz Franklin, Coree Financial combines industry expertise with a heart for service, delivering unmatched value through honesty, communication, and care.

 

Meet The CEO: Chaz Franklin

With years of experience and a deep understanding of state and federal tax systems, Chaz leads the Coree Financial team with purpose and pride. His mission is to demystify the financial world for everyday Americans, especially those who have historically been underserved. Under his leadership, Coree Financial has become a trusted resource for tax preparation, financial education, and client empowerment.

Why Clients Choose Coree Financial?

Personalized Approach

We understand that no two clients are alike. That’s why we tailor our services to fit your needs and lifestyle.

Real Relationships

You’re not a number in our system. You’re a valued client with goals and dreams.

Nationwide Knowledge

We file taxes in all 50 states and stay up-to-date on ever-changing tax laws.

Flexible Support

Whether virtual or mobile, we meet you where you are.

Our Core Values

Integrity

We lead with ethics, accuracy, and your best interest.

Communication

Honest communication is our foundation.

Transparency

We’re committed to keeping you informed and in control.

Client-Centered Service

We listen, understand your goals, and deliver results that impact your financial life.

How We’re Different from Big Box Chains?

Unlike big-name tax prep companies, we take a hands-on approach to client care. At Coree Financial, you get access to real professionals—not just seasonal staff—and a consistent point of contact throughout the process. No upsells, no waiting weeks for responses, and no one-size-fits-all templates.

What’s Next for You?

You’ve got goals—whether that’s buying a home, saving for your children, or starting your business. Let us help you build a financial foundation that supports your vision.

Let’s get started today.