Broker Check

Tax Planning


If you’re like most people, you probably think you pay too much tax. And you’re probably right! So perhaps you’re considering a new tax pro this year. 

Most tax professionals do a fine job putting the “right” numbers in the “right” boxes on the “right” forms. But then they call it a day. 

It doesn’t matter how good your tax preparer is with a stack of receipts on April 15. The real secret to reducing your tax bill is planning. 

At Core Financial Resources, we’re different. We don’t just record history. We help you write it, with a complete lineup of court-tested, IRS-approved concepts and strategies to give you the savings you really want. 

This year, don’t settle for just “filing” your return. We’ll find the mistakes and missed opportunities that may be costing you thousands, and show you how proactive planning can save those dollars.