Core Financial Resources
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Trusted by Dave Ramsey to serve you.

Trusted by Dave Ramsey to Serve you.

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?

Enrolled Agents
6
Years of Experience
81
5 Star Reviews
45+

What makes us different?

We aren't your typical bean counters.

No Jargon

Taxes explained in plain English.

No Surprises

Avoid tax season surprises. Big payments and big refunds can both be scary.

Proactive

Anticipate how life events affect your taxes.

Licensed professionals

Don’t settle for a seasonal tax preparer. Experienced pros can save you thousands.

What clients are saying

Put away the shoebox! Track expenses with a spreadsheet.

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 Property
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Small business

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?

Side Hustles

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?

Market Investors

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.

Real Estate Investors

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.

It only takes 10 minutes to see if we’re a good fit.

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
Core Financial Resources
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Anderson
1510 N Main St
Anderson, SC 29621
(864) 224-8929
Greenville
3449 Pelham Rd. Suite A
Greenville, SC 29615
(864) 626-5353
Seneca
103 Mountain View Dr
Seneca, SC 29672
(864) 882-1090

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Check the background of your financial professional on FINRA's BrokerCheck Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC, Investment Advisory services offered through Avantax Advisory Services℠,Insurance services offered through an Avantax affiliated insurance agency. 3200 Olympus Blvd., Suite 100 Dallas, TX 75019 972-870-6000.

The Avantax family of companies exclusively provide financial products and services through its financial representatives. Although Avantax Wealth Management℠ does not provide or supervise tax or accounting services, Avantax Representatives may offer these services through their independent outside business. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management℠ or its subsidiaries. Avantax Wealth Management℠ is not responsible for and does not control, adopt, or endorse any content contained on any third party website.

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

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