The Planner

What Makes Core Group Different

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February 28, 2020
Core Group
Tax Advice

The usual drivers in this search for tax preparation help are a desire to save as much money as possible and a hope that the firm you’re hiring can keep you from getting audited or otherwise financially wrecked.

These aren’t bad motivations by any means, but these should be the bare minimum. Yet these are often the only criteria people use when deciding whom to trust with a valuable component of their business’s decision-making process.

If you’re thinking about making a change in your process, then consider Core Group. Core Group isn’t like your other accountants or tax preparers, but what makes us different is what has made us successful.

We understand your business.

When tax time arrives for small businesses, most operations just seem to accept that pain and confusion are a required part of the process. Everyone on the Core Group team, however, knows that there’s a better way.

We’re a small business just like you, and many of our employees have, each in their own way, been involved in the operation of small businesses. We understand razor-thin margins and long hours, and we know that having a steady stream of honest, useful communication with your accountant or tax preparer isa vital part of the financial process.

Proactive working relationship

Some accountants or tax preparers don’t ever call. Sure, when you call they might get back to you, but how often do they call you to talk strategy or keep you updated on your progress during the year?

At Core Group, we make a proactive relationship part of our DNA. We work side-by-side with every client to make sure that they’re making the best moves possible all year long. We’re going to call you just as often as you call us, because we’re invested in your success.

Proprietary Process

One key ingredient that Core Group offers is our proprietaryCore Tax Process™. It’s a system that we’ve developed to help our clients proactively minimize their taxes.

As part of this process, we start with an initial meeting to see if we’re a good fit for your organization. If it looks like there’s a compatible relationship between your firm and our team, the next step is to introduce you to our Core Financial Process™.

As we gather the details we need about the operations at your business, we can start developing a flow of information that gives you the data you need, when you need it, so you’re never at a loss when it comes to making both short- and long-term strategic decisions.

Best of all, as the end of the year approaches, you’ll know what your tax liability is going to be and you can be confident that you’re paying the lowest amount that’s legally possible.

We’re sure that your current tax planning system is just fine, but wouldn’t you like them to be doing more? That extra bit is what Core Group offers. Not only do we handle the number-crunching excitement that is part of each tax season, but instead of leaving you in a defensive position like most traditional accountants, we’re going to make sure that you’re out in front of your finances. You’ll be able to steer your ship instead of getting batted around by the waves.

If you’ve got any questions about how we do what we do, we’d love to tell you more! Call us at Core Group and let’s put our heads together and see if we can’t put you in a better position at the end of this year.

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