Sherry is very knowledgeable, articulate in explaining the things that might affect us with a given…read morecompanies products and able to answer all our questions. She has quite a few companies products to pick from, not just one. My wife and I both trust her advice.

For seven years now, I have been extremely pleased with the service my family and I have received…read moreat Core Financial Resources. Starting with my families' personal return, we now utilize Dave, Scott and The Core Team for personal investments and business returns. My wife and I enjoy the inviting atmosphere and feel at ease and at home when we go in for any sort of meeting. The staff is most accommodating. From the very first transaction I have felt the service was quick and reliable, just as promised. With so many options available with regard to tax planning, tax prep, tax representation, bookkeeping, payroll and investments... It is rare to find all these services under one umbrella. I highly recommend Core Financial Resources to anyone searching for any of the above mentioned services.

We chose to get our 2016 taxes done at Jackson Hewitt in Easley, SC (operated by Core Financial…read moreResources) at the end of March because of a recent move/multi-state filing and wanted professional tax help. On June 19, 2017 we got a letter from the state saying there was a problem and that we owed over $500 in taxes (which was collected per W-2). I called the phone number on the front of our tax packet which connected us to a Core Financial Resources office in Anderson, SC. I spoke with Bridgett Bennett. She told me to go ahead and email a copy of the letter for her to look over and then she would make an appointment to help us. I emailed the letter to her. The next day, I emailed her asking if she got the letter. She said yes and promised she would call me "tomorrow". The next day I called her after not hearing from her. She said she would call me the next day. We waited a week and never got a call. Not knowing what else to do, I called the national Jackson Hewitt number. They opened a case for me and promised someone would contact me within 24-48 hours. The following day, Dave Patterson of Core Financial Resources (Partner) in Seneca, SC called me. He insisted I drive nearly an hour to drop off my letter because he doesn't have email. I then asked if we could make an appointment with someone specific since we were driving so far and he said no one could research our problem while we waited. I explained my issue with Bridgett blowing me off for a week already since he said both locations were connected. He didn't care. He didn't even sound like he wanted to help us, more like he was forced to help due to my call to the national line. We drove 50 minutes to see Dave today (6/26/17). Our expectation was we would sit down, look at the letter from the state, Dave would call the phone number on the letter to see what they are looking for and then fax the required paperwork to the state to resolve our issue (which has been our experience in the past with other tax preparers). Instead, he said we needed to call and mail in any required paperwork and figure it out on our own. We said we thought by paying to have Jackson Hewitt prepare our taxes that also meant we would get representation from them, if there were any problems. Dave said our issue wasn't a "preparer issue" so he didn't have to help us. He was smiling the entire time that he was being rude to us and offered zero customer service. We were clearly upset and stated that we would likely not use Jackson Hewitt again. Dave said "good, I've already removed you from our system". Obviously, no effort was made at all to fix this situation or to retain us as future Jackson Hewitt customers.