Tax Planning and preparation
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.
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.