services & benefits
Maximize Profitability and Cash Flow While Minimizing Your Tax Liability
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We do NOT simply prepare your tax return. We DO work with you throughout the year to plan and manage your tax liability. Filing the tax return is the last step in the process. If you only want someone to prepare your tax return, then we are not the right solution for you.
We do NOT wait for you to call us. We DO proactively schedule regular meetings with you to find ways to lower your taxes.
We do NOT “outsource” your accounting. We DO provide you timely, accurate, and complete financial statements. Things like bill paying and deposit matching are not in our wheelhouse. We have strategic partnerships with companies if you are looking to have someone take on all of your accounting functions.
We do NOT work with THC companies. Until the federal government changes the banking rules, our Core Tax Process™ with cash only businesses.
You most likely will want to partner with Core in the following situations:
Flat-Fee Structure: No surprises. Nearly all our services are flat-fee based.
90-Day Guarantee: We want to use our knowledge, skills, and services to help small businesses grow and thrive. If you don't think we're a good fit for your business within the first 90 days of working with us, we'll give you your money back. No catches, no surprises.
We Get To Know Your Business: Really, we’re not just saying that. In addition to our initial fact gathering client on-boarding process, most of our engagements include 1 on-site visit a year to your location so we can ensure you are minimizing your taxes, you are in compliance with employees and payroll, and we plan for the future based on where your business is headed.
Highly Experienced: In the past 20+ years we’ve handled all types of businesses, large and small, startups to mature, buying or selling situations, simple tax returns and highly complex.
Profit First: We are Profit First Master-Certified Firm. Our professionals are trained in assisting clients in implementing the Profit First system in their businesses. We love the way the Profit First system ensures that the money is there to pay the taxes when they are due. No more owing the IRS!
Value Added: More than just another accounting firm, as a trusted business advisor, we seek to help clients capitalize on opportunities through better business practices.
Proactive Approach: We help clients to prevent cash flow, payroll and tax problems before they happen.
Communication: We use cutting-edge technology for communication and client documents for a truly mobile, always available solution so that you always have access to the answers you need with anytime, anywhere convenience.
You-Focused: Our firm maintains a limited clientele of clients so we can be responsive and provide the attention you deserve.
Technology Enabled: Using proprietary artificial intelligence software, we are able to more accurately predict your taxable income. This software also gives our professionals recommendations of proven tax strategies that apply to your situation. Because this is our software, it means NO ONE else can better project, plan, and lower your taxes.
Each day you tell yourself you’ll get to this “one day” you are throwing money out the window. You risk getting to a point where you want to exit or retire, but you aren’t able to. The growth of your business, and your ideal outcome for your future depend on setting this up now.
