The Core Tax Process Delivers Proven Outcomes

No more tax surprises! Our 7-step Core Tax Process™ gives power back to small business owners with smart strategy and proactive planning. As your financial advisor and tax accountant, we work alongside you, not just for you - delivering consistent communication, tax preparation service & filing of business taxes, and personalized strategic tax planning for the present and future.

Our Core Tax Services

At CORE Group, our dedicated team of financial advisors and tax professionals is committed to delivering exceptional tax services tailored to the unique needs of creative entrepreneurs. Whether you're seeking tax preparation, planning, or comprehensive wealth management, our team has you covered. Our focus on excellence and precision ensures that you receive the highest standard of service, making CORE Group the ideal choice for finding a tax advisor or tax professional. We understand how important it feels to outsource tax preparation services and the need to find professionals who truly understand the nuances of your industry. With our expertise in the creative industry, we are able to go beyond traditional tax services, offering personalized solutions to maximize your savings and minimize your tax liabilities. Say goodbye to the hassle of finding a tax accountant and let us handle your taxes while you focus on what you do best.

We help with:

→ Tax Preparation

→ Choosing a Tax Structure

→ Tax Accounting

→ Estimating Quarterly Taxes

→ Choosing a Legal Entity

→ Wealth Management

→ Sales Tax Filing

→ Tax Consulting and Compliance

→ And More

Steps Leading to Tax Savings

1. Initial Consultation

We will start with a comprehensive consultation where our financial advisors delve into your prior year's performance and gather essential information about your financial landscape. This initial step in our tax preparation service sets the foundation for a tailored approach to optimize your tax strategy.

2. Dedicated US-Based Tax Preparer

During your time with us, you will experience personalized service with a dedicated US-based tax preparer committed to guiding you through the intricacies of the tax process. You’ll receive unlimited email and phone support, ensuring your questions are answered promptly, and providing peace of mind as you navigate tax season.

3. Guaranteed Turnaround Time

Efficiency is our commitment. We provide a guaranteed turnaround time, ensuring that your tax preparation service process is not only streamlined but adheres to the agreed-upon schedule so you can plan with confidence. 


4. Review of Return by Second Preparer

Your tax return receives a comprehensive examination by a second preparer, guaranteeing accuracy and uncovering potential opportunities for tax savings. We prioritize not just accuracy but also aim to maximize your financial benefits, going above and beyond mere compliance. Your financial success is our priority.


5. Digital Delivery and Signing of Return

At CORE Group, we are embracing the convenience of the digital era for our clients. Your finalized tax return is delivered digitally, and our seamless digital signing process allows you to swiftly and securely sign your documents from the comfort of your own space.


6. Consultation with Tax Preparer

Knowledge is empowerment. Once your return is complete, you will have the opportunity to engage in a thorough consultation with your tax preparer to review your return comprehensively. We ensure you walk away with a full understanding of the intricacies of your tax situation, empowering you with the knowledge to make informed financial decisions.

7. Mid-year Tax Projection

Stay one step ahead in your financial journey. Our mid-year tax projection for the current year empowers you with insights into potential tax implications. By adopting a forward-looking approach, you can proactively plan and optimize your financial strategy throughout the year. Don't wait for tax season; stay prepared and in control year-round with our outsourced tax preparation services.


Why Hire Us to Do Your Taxes?

When it comes to entrusting someone with your taxes, experience, expertise, and understanding of your industry matters. At Core Group, we excel in providing tax preparation services that cater specifically to creative business owners like you. With our team of seasoned professionals, you can rest assured knowing that your finances are in capable hands. We stand out from the competition by offering comprehensive tax planning and wealth management solutions alongside traditional tax services. Our commitment to excellence and our deep understanding of the needs of creative entrepreneurs make us the ideal choice for handling your taxes. Let us take the stress out of tax season so you can focus on what you do best – driving your business forward.

FAQs

  • You are an expert in your craft. Would you advise people to do those things themselves? No! We are the tax experts, and often time pay for ourselves many times over with the tax savings we help you obtain.

  • Tax professionals are required to complete continuing education each year keeping up with the ever-changing tax laws. Most states don’t require an individual to be licensed to prepare tax returns, so make sure that you are using a qualified licensed professional.

  • We recommend Profit First to manage your cash flow and tax liabilities. Using Profit First and Core will ensure that there are no surprises in your tax bill AND you have the money to pay the tax.

  • You will need all information returns provided to you (e.g., W-2’s, 1099’s) as well as complete and accurate financial statements for your business. Complete means that all deductible expenses have been properly recorded (including cash expenses) and accurate means that all items have been properly classified. Incomplete financials means you will be paying more tax, while inaccurate financials mean that you are at an increased risk of audit by the government and potentially more tax.

  • It used to be that tax law changed once a year. Now Congress passes bills that are retroactive to prior years. This means that you must do tax planning throughout the year to ensure you are paying the least amount legally possible.

  • Absolutely! If your returns were prepared with errors, we can resolve those by filing amended tax returns.

  • Obviously if you don't have a profit from your business, you won't owe taxes. Core's first job is to make sure that you have a profitable business, then advise you on what the best tax strategies are.

  • Every tax situation is different. Working with Profit First, we will help you decide what amount needs to be set aside for taxes, and update those amounts as your business progresses throughout the year.

  • Yes! Working with our team, if we determine that an S-Corporation is a tax strategy you should implement, we will assist you with all of the paperwork.