Cetera / Avantax
Investment account access
Qount
Secure file and message portal for tax services
Xero
Accounting platform superior to Quickbooks
Cadence HCM
Payroll, timekeeping, benefits, and more
Elements
Financial Scoring
July Services
401(k), Solo 401(k)
Ramp
Accounting automation (bill pay plus expense & reimbursement management)
You're running a business, not just an agent. We help State Farm agencies simplify compliance, lower tax burdens, and free up time to lead, sell, and scale with confidence.
Accounting shouldn't leave you guessing
You can't make smart decisions if your financials aren't accurate and on time.
Without proactive planning, you risk overpaying or getting hit with unexpected tax bills.
You shouldn't have to chase your accountant for answers.
Simplify your accounting—books, payroll, and taxes handled under one roof, with proactive communication and tax strategies that save you money.
Bookkeeping, payroll, and taxes handled under one roof, with proactive communication and no surprises.
Proactive tax planning helps you keep more of what you earn and avoid costly surprises.
Stay compliant, reduce risk, and get the confidence you need to focus on growth.
Know where your agency stands with clear reports and simple, actionable insights.
“Scott's fresh set of eyes uncovered a major tax move my own CPA had missed. Acting on his advice, we amended past returns and got a hefty refund. We’ve used that strategy every year since, saving my agency tens of thousands of dollars. If you think your taxes are already dialed in, let Scott take a look—you might be surprised at what you're missing.”
In just ten minutes you can see if it makes sense for us to work together. No pressure, no sales tactics. Tell us about what’s working and not working for you. If we can help, we’ll schedule another time to go deeper with you.
Schedule "Good Fit" Call
Uncle Sam's allowance for vehicle expenses is one of the least understood deductions. Of course car and truck expenses are allowable, but how are they maximized? What records are necessary to survive an audit??
Scott Patterson
3 min read
Many small business owners think the home office is more trouble than it's worth. While that's easy to understand, don't overlook the one HUGE benefit you may be overlooking.
Scott Patterson
2 min read
Would forming an LLC help me pay less in tax? The question is more complicated than a Google search would have you believe. Deciding to form an LLC is both a legal question and a taxation question.
Scott Patterson
5 min read
Copyright © 2026 Core Financial Resources.
