Our Services
Our approach to tax and business services involves gaining an understanding of our clients’ business and/or personal objectives to determine alternatives for tax or business savings and advising on the strategies that best fit their needs. We have extensive experience with a range of projects and utilize our vast experience and systems to efficiently handle client service requests. Since our services are specifically designed for each client, we provide a wide variety of business and tax services.
The list below is not exhaustive but rather a sampling of some of the services often employed by Core CPAs PC.
Services Offered
Personal
- Preparation of federal and state income tax returns
- Year-end tax planning /ongoing tax planning to minimize federal and state income taxes
- Retirement planning
- Planning involving investments and optimization of titling of assets
- Estate planning, including choice of techniques to protect family assets or minimize estate taxes
- Charitable planning
- Assistance with real estate transactions, related tax planning, and lending matters
- Review of investment opportunities
- Assistance with representation before federal and state tax authorities, including resolution of tax notices and representation in tax audits
- Business advisory services
Business
- Preparation of federal and state tax returns for corporations, S corporations, partnerships, and limited liability companies
- Tax planning, focusing on minimizing tax for owner/business as a group
- Consulting regarding business formation matters
- Optimization of business format at various cycles of a business life
- Assistance with analyzing retirement plan choices
- Consulting in employee benefit matters
- Assistance with key employees/key partner's compensation arrangements
- Review of business and tax implications of operating agreements and buy-sell agreements
- Consulting on purchases of a business – structuring, finding opportunities to minimize purchase price and tax benefit optimization
- Consulting on business sales – ongoing assistance with negotiation tactics, structuring, and tax optimization
- Tax planning pertaining to business liquidations
Trust and Estate
- Preparation of federal and state trust income tax returns
- Tax planning to minimize trust taxes
- Consultation about beneficiary tax matters and trust coordination
- Assistance with trust creation alternatives
- Preparation of federal estate tax returns
- Preparation of federal and state income tax returns for estates
- Determine optimal use of deductions between estate tax, estate income tax, and beneficiaries
- Accounting assistance and accounting report generation for estates and trusts
Real Estate
- Consulting on purchase options for real estate and review of business agreements
- Consulting about capital gain preferential tax rate treatment on real estate transactions
- Review of tax deferred real estate exchanges and tax savings opportunities
- Assistance with real estate developers and tax structuring
- Consulting regarding real estate investments
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