Business Details
Trusted Financial Advisory Solutions
Core Financial Resources is a financial advisory firm dedicated to empowering business owners and individual investors through comprehensive tax strategies, investment planning, and retirement solutions. With decades of combined experience, our team of certified professionals prioritizes fiduciary responsibility, offering proactive, objective advice tailored to each client's unique goals. We leverage advanced technology and automation to streamline financial management while maintaining a personalized, concierge-level approach.Our expertise spans business tax preparation, fractional CFO services, payroll management, and retirement plan optimization, ensuring clients maximize financial opportunities while minimizing tax liabilities. We distinguish ourselves by integrating tax considerations into all investment decisions, providing holistic financial guidance that aligns with both short-term needs and long-term independence objectives.
Services
Business Tax Preparation
Fractional CFO
Payroll Management
Retirement Planning
Tax-Free Rental Income Strategy
Investment Planning
401(k) Solutions
SECURE Act Compliance
Tax Strategy Consulting
Financial Planning
Highlights and features
- We operate as a fiduciary, prioritizing your financial interests above all else
- Our team holds elite certifications including CFP, EA, and CPA designations
- We integrate tax strategy into every investment and financial planning decision
- We utilize advanced technology for seamless financial management and reporting
- Our concierge-level service handles complex financial responsibilities on your behalf
Associations and certifications
- CFP Board
- FINRA BrokerCheck
- RamseyTrusted
Services
Business Tax Preparation
Our business tax preparation service specializes in optimizing tax strategies for entrepreneurs. We identify industry-specific deductions, implement tax-saving structures, and ensure compliance with evolving regulations. Our experts work year-round to transform tax obligations into strategic financial advantages.
Fractional CFO
Access experienced financial leadership without full-time costs. Our fractional CFO service provides strategic financial planning, cash flow management, and business advisory services. We deliver actionable insights to improve profitability and support sustainable growth for small to mid-sized businesses.
Retirement Planning
We create personalized retirement plans that maximize tax benefits and wealth preservation. Our approach combines investment strategy, tax-efficient withdrawals, and Social Security optimization to ensure financial security throughout retirement years.
Tax-Free Rental Income Strategy
Leverage the Augusta Rule loophole to generate tax-free rental income. Our experts analyze property usage patterns and structure arrangements to maximize this underutilized tax benefit while maintaining full compliance with IRS regulations.
Investment Planning
Our investment planning integrates tax considerations with wealth-building strategies. We construct diversified portfolios aligned with risk tolerance and financial goals, continuously optimizing for tax efficiency and long-term growth potential.
People
Scott Patterson
Financial Advisor / Senior Accountant
Certified Public Accountant and Certified Financial Planner with over 20 years of experience helping clients optimize tax strategies and investment portfolios through evidence-based financial planning.
Dave Patterson
Financial Services Representative
Experienced tax professional specializing in business financial strategies, with expertise in payroll management and retirement plan optimization for small business owners.
Debbie Ducharme
Accounting and Tax Manager
Certified tax expert managing complex accounting processes and tax compliance for businesses, ensuring accurate reporting while identifying legitimate tax reduction opportunities.
Brett Willette
Accounting and Tax Manager
CPA specializing in financial statement preparation and tax planning, with a focus on integrating accounting systems with strategic financial decision-making for business clients.
Bridgett Bennett
Tax Team Leader
Tax strategy specialist leading the Upstate team, with particular expertise in business entity structuring and tax-efficient retirement plan implementation for entrepreneurs.
Questions
What financial services do you specialize in?
We specialize in business tax preparation, investment planning, retirement strategies, fractional CFO services, and tax-efficient rental income solutions tailored to entrepreneurs and individual investors.
How are you different from other financial advisors?
We uniquely integrate tax strategy into all financial decisions, operate as a fiduciary, and combine CPA-level tax expertise with investment planning to maximize after-tax returns.
Can you help with tax-free rental income?
Yes, we implement the Augusta Rule loophole to create legitimate tax-free rental income opportunities through strategic property usage planning and IRS-compliant documentation.
How does the SECURE Act affect retirement plans?
We help clients navigate SECURE Act changes including expanded tax credits, modified RMD rules, and new retirement plan options to optimize long-term retirement savings strategies.
How do I schedule a consultation?
Visit our website to schedule a complimentary 'Good Fit' call with no obligation, where we'll discuss your financial situation and determine how we can help achieve your goals.
