Business Services


Do any of the following describe you or your business

  • I owe taxes, but I don’t know where the money went
  • I never know how much taxes I owe until the last minute
  • I don’t feel like my accountant is proactive with ideas to save me taxes
  • My bank is always complaining about not having financial statements
  • I can’t predict my cashflow, and it keeps me up at night
  • I feel my business is stuck, maybe even going backwards!
  • Can’t keep up with all of the new employee regulations

CORE provides both business and financial services.

We serve small businesses in the midwest region, by partnering alongside our clients to help them grow.

Bundled Services available for one flat rate

Book A Consultation

Our Business Services


Tax planning and preparation

Budget preparation

Business acquisition

Loan packing assistance

Tax audit representation

Accounting assistance

Investment strategies


Education funding

Estate accounts


Pension Plans

Profit Sharing

Retirement Strategies

Tax Planning Strategies

Trust Review

Wealth Preservation Strategies