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)
Is it too much to ask for tax professionals that care, speak using language you understand, are capable of explaining your return, return your call, and are fun to work with?
We aren't your typical bean counters.
Taxes explained in plain English.
Avoid tax season surprises. Big payments and big refunds can both be scary.
Anticipate how life events affect your taxes.
Don’t settle for a seasonal tax preparer. Experienced pros can save you thousands.
Thank you for asking the right questions. I appreciate you.
The team is wonderful to work with! As a small business owner, taxes can be quite confusing with all the details involved. Knowing that I am in great hands with this company leaves me feeling relieved and stress-free during tax season. The level of responsiveness is amazing! Not only do I not have to wait for a response, but I never feel like an inconvenience when sending all of my questions.
Not only are they experts at [tax] matters, but they are also experts at communication. They explain everything in a way that is easy to understand including strategies to help you keep more of your hard earned money. I plan on using them even after I move across the country.
Core Financial helped coach me through the financial side of owning a small business. Prompt and professional service with caring individuals.
Core Financial is very knowledgeable accountants and very compassionate people who cares. They took time to listen to me and my concerns, as well as answer all my questions. A highly quality professional plus a caring team equals an awesome experience!!
The entire team have been helping me file my taxes for a long time; at this point I won’t go anywhere else. They’re kind, extremely detail oriented and punctual. A top notch experience all around and a professional relationship that myself and my family appreciate.
We're often asked the best way to keep track of income and expenses throughout the year. Use this spreadsheet to keep organized and help us understand your revenue and expenses when filing your return.
Small Business Rental PropertyBusinesses don’t just need someone to provide payroll, bookkeeping, or even tax preparation. Tax compliance isn’t enough. What they need is a proactive partner that works with them to develop sound fiscal policy, minimize taxes, and maximize profits. Sounds obvious and cliché. Then why don’t more accountants do it?
Businesses don’t just need someone to provide payroll, bookkeeping, or even tax preparation. Tax compliance isn’t enough. What they need is a proactive partner that works with them to develop sound fiscal policy, minimize taxes, and maximize profits. Sounds obvious and cliché. Then why don’t more accountants do it?
Taxes are a financial topic. We don’t understand why most investment advisors don’t finish their education by learning how their decisions affect their clients tax returns. Why do advisors leave it to the client to “consult with your accountant.” We understand how investments are taxed and how to minimize the tax hit.
Investing in real estate has never been more popular and more complicated at the same time. Passive activity rules, short-term rental (airbnb), real estate professionals - it’s all extremely complicated. We help solve the tax mystery.
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.
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Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
This site is published for residents of the United States only. Financial Professionals of Cetera Wealth Services, LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Wealth Services, LLC site at https://cetera.com/cetera-wealth-services/disclosures
This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Investments & Insurance Products: Are not insured by the FDIC or any federal government agency- Are not deposits of or guaranteed by the bank or any bank affiliate- May lose Value
Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. Indexes discussed are unmanaged and you cannot directly invest into an index. Past performance is not a guarantee of future results.
Neither diversification nor asset allocation assure or guarantee better performance and cannot eliminate the risk of investment losses. Investments are subject to market risks including the potential loss of principal invested. The strategies mentioned may not be appropriate for all investors. Please consult your tax and or financial advisor(s) to determine a strategy that works best for you.
Links provided from this web-site are strictly for informational purposes and are not an endorsement or recommendation of the site, company, content. Core Financial provides these links as a convenience to you, and has not tested any software or verified any information found at such sites. Risks are associated with the use of software and the information available on the Internet and you acknowledge and understand these risks before using any of these services.
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