S Patterson EA,CFP®

Slashing taxes and managing wealth for business owners & retirees
Financial & Tax Advisor (EA, CFP®)
@CoreFR

[S Patterson EA,CFP® @SPattersonEA]

We know disclosures aren’t the most exciting thing you’ll read today… but compliance matters! ✅

[S Patterson EA,CFP® @SPattersonEA]

@CPATaxTeam @robbhurstCPA @Xero Our team loves 1) cash coding, 2) no reconcile necessary, 3) customizable reporting. Xero’s approach to each are unique. Happy to talk you about our experience if you’d like.

[S Patterson EA,CFP® @SPattersonEA]

Securities offered through Avantax Investment Services℠, Member FINRA, SIPC (https://t.co/X3lCbA67h8, https://t.co/HvCgLRgd7e). Investment Advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency.

[S Patterson EA,CFP® @SPattersonEA]

Boost your charitable deductions. How? When it comes to giving back, there are savvy ways to maximize your impact. Join our community where we delve into all these strategies and more. #CharitableGiving #TaxSmart #Taxtips #Charity

[S Patterson EA,CFP® @SPattersonEA]

Don't cut corners on quality – remember, you get what you pay for! Learn how to win on pricing and the importance of finding their needs and delivering a comprehensive solution.
#CoreFinancial #ClientSatisfaction #ValueMatters #MeetingNeeds #BusinessAdvice #PricingStrategy

[S Patterson EA,CFP® @SPattersonEA]

Think twice before relying solely on TurboTax! Recently, I had a client who underestimated the importance of education credits. #TaxTips #EducationCredits #Corefinancial

[S Patterson EA,CFP® @SPattersonEA]

Unlike traditional advisors subject to a suitability rule, we act as fiduciaries, legally bound to act in your best interests at all times. Don't settle for suitability – opt for fiduciary guidance for a secure financial future. #CoreFinancial #Tax #FiduciaryResponsibility #WealthManagement

[S Patterson EA,CFP® @SPattersonEA]

Business owners looking for big tax deductions often look at the SEP IRA -- the Simplified Employee Pension Plan. It can be a good option, but they aren't as simple as their name would imply! #Corefinancial #IRA

[S Patterson EA,CFP® @SPattersonEA]

I helped a young family get a $50,000 tax refund! This family had just adopted 4 kids with special needs and had no idea about some of the tax implications they were missing. I'm an adoptive parent myself, and it's a subject that is near and dear to me. If you or someone you know has adopted kids, we should talk. #CoreFinancial #Taxrefund

[S Patterson EA,CFP® @SPattersonEA]

Let us help you take that burden off your plate. We'll handle your #financialstatements, so you can focus on running your business and doing what you love. #FinancialFreedom #Corefinancial #BusinessFinance #FinancialManagement #ExpertSupport #CoreFinancial

[S Patterson EA,CFP® @SPattersonEA]

How does your financial advisor get paid? And how do you know if he or she is recommending what's best for you, or what's best for them?
#CoreFinancial #Advisor #Finance

[S Patterson EA,CFP® @SPattersonEA]

Do you know a student who's looking for a great internship? Here's what Parker has to say about his recent intern experience with Core Financial.

#CoreFinancial #SummerIntern #AccountingIntern

[S Patterson EA,CFP® @SPattersonEA]

Everybody looks for #DEDUCTIONS, but the real #savings are in #tax #CREDITS. Here are some that we help our #clients find regularly.

#taxplanning #tax #taxstrategy #taxsavings

[S Patterson EA,CFP® @SPattersonEA]

Don't cut corners on quality – remember, you get what you pay for! Learn how to win on pricing and the importance of finding their needs and delivering a comprehensive solution.
#CoreFinancial #ClientSatisfaction #ValueMatters #MeetingNeeds #BusinessAdvice #PricingStrategy

[S Patterson EA,CFP® @SPattersonEA]

77,000 Pages of Tax Code, But Only 15 on How to Pay Taxes! The rest? It's all about how to LOWER your taxes, and that's where the magic happens. Give us a call today! #TaxCodeMastery #FinancialAdvice #CoreFinance #TaxCode

[S Patterson EA,CFP® @SPattersonEA]

I helped a young family get a $50,000 #taxrefund! This family had just adopted 4 kids with special needs, and had no idea about some of the tax implications they were missing. I'm an adoptive parent myself, and it's a subject that is near and dear to me. If you or someone you know has adopted kids, we should talk.

[S Patterson EA,CFP® @SPattersonEA]

Starting a new company? Picking the right corporate structure is more complicated (and strategic!) than you might think. Here are 4 things to keep in mind.
#tax #taxstrategy #corporatestructure #entrepreneur #startup #sidehustle

[S Patterson EA,CFP® @SPattersonEA]

When it comes to your financial future, it's all about the big picture!

What we realized is that nobody had considered a holistic approach, factoring in time and tax strategies to optimize investments while achieving retirement goals.

If your advisors aren't looking at the complete picture and crafting a tax-smart investment strategy, let's chat. Together, we can set you on the right path!

#FinancialPlanning #TaxStrategy #CoreFinancial #HowtoTax #Retirement

[S Patterson EA,CFP® @SPattersonEA]

This process ensures consistent tax planning and stability for retirees, offering three key advantages. Discover how a Roth conversion can pave the way for a more controlled and secure tax journey over time.
#TaxPlanning #RothConversion #FinancialStability #Corefinancial #TaxTips #RothIRA