Tax Professionals

The CPA / Accountant and Tax Professional relationship is the life blood of our firm. We partner with small, mid and large accounting firms nationally, providing them a turn key program to offer specialty tax services to their clients.

CPA FIRMS

Learn how the CORE-CPA Alliance Program can become a valuable asset to your firm.

CORE offers our CPA Partners a seamless & turnkey solution to offer specialized tax and engineering services to their clients across the country. Resulting in INCREASED BILLABLE REVENUE and VALUE ADD in the marketplace.

To learn more about our CPA Partnering Program, email Terry Judge at tudge@coreadvisors.net

 

CORE has been serving CPAs & Tax Professionals for over a decade now.  However, we still find many tax and accounting firms not offering services such as cost segregation, research credits, WOTC and 179D energy incentives because of several main reasons:

1. They don’t have the in-house legal, engineering and construction expertise on staff
2. They don’t want to take on the audit risk
3. These types of services are highly specialized and the IRS requires a third party engineering firm to complete the work.

Due to the above challenges, CORE offers a turnkey / outsourced partnering program that completely and instantly solves this problem. CPAs can now begin to offer these services to their clients increasing their overall value proposition and client engagement experience.  This strategic alliance has become the lifeblood of our firm.  WE LOVE OUR CPA PARTNERS!

ARE YOU LEAVING MONEY ON THE TABLE?


We find that 8 out of 10 businesses and commercial property owners are leaving money on the table every year.

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