Tax Planning

Core's Business Tax Strategy Process is So Effective, It's Patented.

The patented Core Tax Process™ gives power back to small business owners with smart strategy and proactive planning.

6 Steps leading to Core growth... 



If we’re going to work together, we should get to know each other. It just makes sense. As we get to know about the specific challenges and requirements of your operation, you’ll get to know more about how Core Group operates and the kind of services we provide. You’ll see that success for our clients is what defines success for us.


Initial Strategy Session

This is where we dig into your business and start the work on developing our initial tax plan. We also introduce you to our Core Financial Process™ which assures that both you and we have timely, accurate, and complete financial information with which to do our planning.


Second Strategy Session

Usually within two to four weeks, we meet to have our Second Strategy Session where we present your tax plan, update you on your planned tax bill, and give you at least two alternatives (usually many more) to lower your taxes.  From there, we move into our quarterly cycle of information, communication, and further planning.



Good information is accurate, timely, and understandable. You have dozens of decisions to make each day, and each of those decisions affects the success of your business. In order to make those decisions, you must have quality information. Core Group will provide you with timely, accurate information all throughout the year so you’ll never find yourself guessing your way through the decision-making process. We'll also include the Core Financial Process™ to make sure your books and accounts are in order and proactively look for tax savings along the way.



We work with you, not just for you. When you call with questions, we respond with answers. When we have information you need to know about, we bring it to you. As the laws and regulations are updated and as the financial landscape shifts, we tell you what’s happening and how this affects you. We’re proactive as well – when there’s something you need to know, you don’t have to ask us about it – we’ll come to you.



Average planning is just a one-time activity, but quality planning is an ongoing process. Throughout the year we’ll get together to discuss where we’ve been and where we’re going. We’ll see what’s in our near- and long-term future, and we’ll strategize accordingly. When we leave a planning meeting, everyone will know where we are, what’s coming up, and what we need to do for the best possible outcome.

How To Lower Taxes Strategically-Download Now