Who we serve
A platform built for people who are in growth mode
Serving all 50 states: local touch, national footprint.
We are on a mission to build a community of tax savvy investors, CPAs and Advisors via our suite of specialty tax services, expertise and guidance.
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CPAs
The CPA and accountant relationship is the life blood of our firm. We partner with small, mid and large accounting firms nationally, providing a turnkey program to offer specialty tax services to their clients. Proactive, high-value services that increase client cash flow and client retention.
How we work with CPAs02
Real Estate Investors
CORE works with a wide range of commercial and residential real estate owners, investors and developers throughout the country. Our services make a huge impact on ROI, cash flow projections, and the overall value of the property. CORE also partners with real estate brokers and agents to give them a competitive edge while adding tremendous value to the client relationship.
How we work with Real Estate Investors03
Innovative Businesses & Entrepreneurs
Only about 30% of US companies that qualify for the research credit are actually claiming it. The bigger the payroll, the bigger the credit. CORE has performed R&D credit studies nationally for over a decade, generating hundreds of millions of dollars in tax savings. CORE also provides innovative tax strategies for high-net-worth individuals.
How we work with Innovative Businesses & Entrepreneurs04
Business Owners & High-Income Earners
CORE also helps highly paid business owners and W-2 earners who are seeking innovative tax strategies, looking to reduce taxes and accelerate wealth. CORE has built a team of highly vetted tax strategists for clients who need advanced tax and wealth planning beyond just tax compliance and filing.
How we work with Business Owners & High-Income EarnersWhere we work
Austin
Chicago
Colorado Springs
Dallas
Denver
Detroit
Fort Lauderdale
Houston
Las Vegas
Los Angeles
Manhattan
Naples
New Jersey
Phoenix
San Diego
Let’s partner up
If you are already advising or coaching clients on tax, wealth, investing or business growth and would be interested in working with us, then fill out our Partner Program application today.
We are offering our Partners a turnkey, hands-off way to offer specialty tax services while creating a stress-free, passive income.
