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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
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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.

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.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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

Cetera Wealth Services, LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.

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.

Distributions from traditional IRAs and employer sponsored retirement plans are taxed as ordinary income and, if taken prior to reaching age 59 ½, may be subject to an additional 10% IRS tax penalty.

Converting from a traditional IRA to a Roth IRA is a taxable event.
A Roth IRA offers tax free withdrawals on taxable contributions.
To qualify for the tax-free and penalty-free withdrawal or earnings, a Roth IRA must be in place for at least five tax years, and the distribution must take place after age 59 ½ or due to death, disability, or a first-time home purchase (up to a $10,000 lifetime maximum). Depending on state law, Roth IRA distributions may be subject to state taxes

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.

Core Financial and Scott Patterson are affiliated with RamseyTrusted for tax services only.

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