CORE Business Advisors

Tax Services

Comprehensive, proactive tax services with a primary focus on business entities.

Businesses

We specialize in preparing and advising on S Corporation, C Corporation, and Partnership tax returns, multi-state filings and compliance, LLC and pass-through entity reporting, tax projections and estimated payment planning, entity structure analysis and consulting, IRS and state tax notice resolution, and mergers, acquisitions, and business transitions. Beyond preparing returns, we serve as strategic advisors—helping business owners understand how operational decisions impact tax liability, cash flow, and long-term growth.

Individuals

Many of our business clients also rely on us for their personal tax needs. We provide individual federal and state income tax return preparation, high-income and complex return expertise, tax planning for business owners and investors, coordination of business and personal tax strategies, and estimated tax calculations and withholding planning. Our integrated approach ensures your personal and business tax positions work together efficiently.

Non-Profits and Exempt Organization

We also serve nonprofit organizations with specialized tax compliance and advisory services, including Form 990, 990-EZ, and 990-PF preparation, state compliance filings, unrelated business income tax (UBIT) reporting, and governance and compliance guidance. We understand the unique regulatory environment nonprofits operate in and help organizations maintain compliance while staying mission focused.

CFO Outsource Services

Strategic financial leadership without the cost of a full-time, in-house Chief Financial Officer.

Executive-Level Financial Guidance

Growing businesses need more than bookkeeping and tax compliance — they need strategic financial leadership. Our Outsourced CFO services provide experienced, executive-level financial guidance without the cost of a full-time, in-house Chief Financial Officer.

As CPA firm, we deliver hands-on, personalized support tailored to the unique needs of your business. We work alongside owners and leadership teams to translate financial data into meaningful insights, helping you make informed, confident decisions.

Our Services Include

Strategic Financial Planning & Forecasting

Budgets, rolling forecasts, cash flow modeling, and long-term planning.

Cash Flow Management

Proactive monitoring and planning to ensure liquidity and operational stability.

Financial Reporting & KPI Development

Clear, timely reporting with actionable performance metrics.

Profitability & Cost Analysis

Identifying opportunities to improve margins and operational efficiency.

Bank & Investor Relations

Assistance with financing, reporting packages, and lender communications.

Internal Controls & Process Improvement

Strengthening financial systems and reducing risk.

Board & Leadership Support

Financial presentations, strategic input, and executive-level analysis.

We integrate seamlessly with your existing accounting team, bookkeepers, and technology platforms, serving as a trusted financial partner focused on growth, stability, and long-term success.

Accounting & Bookkeeping Services

Full-range accounting and bookkeeping services designed to support growing organizations year-round.

Comprehensive Financial Record Keeping

In addition to comprehensive tax preparation services for businesses, individuals, and nonprofit organizations, our firm provides a full range of non-tax accounting and bookkeeping services designed to support growing organizations year-round.

We work closely with business owners to maintain accurate, timely financial records that serve as the foundation for informed decision-making. Our services include monthly and quarterly bookkeeping, general ledger maintenance, bank and credit card reconciliations, financial statement preparation, payroll processing and oversight, accounts payable and receivable management, and cash flow monitoring.

Specialized Services

For clients who need additional insight, we provide budgeting, forecasting, and advisory services tailored to their industry and stage of growth.

We also assist nonprofit organizations with fund accounting, grant tracking, board-ready financial reporting, and internal control best practices to promote transparency and compliance. For individuals with complex financial situations, we offer accounting support related to rental properties, closely held businesses, and other investment activities.

As a CPA firm with a strong emphasis tax strategy and compliance, we understand how day-to-day accounting impacts year-end tax outcomes. Our integrated approach ensures that financial records are maintained accurately throughout the year, reducing surprises at tax time and allowing us to provide proactive planning rather than reactive compliance.

Bill, QuickBooks Online & Sage Intacct Implementation

Full-range accounting and bookkeeping services designed to support growing organizations year-round.

Bill (AP & Spend Management)

We implement and host Bill to streamline accounts payable, approval workflows, vendor management, and corporate card oversight.

Our services include:

Workflow design and approval hierarchy setup
Vendor onboarding and 1099 tracking configuration
Integration with QBO or Sage Intacct
Internal control structuring and segregation of duties
Ongoing monitoring, training, and system optimization

The result is a secure, paperless AP environment that improves visibility, reduces fraud risk, and enhances cash flow management.

Find us on Bill.com

QuickBooks Online (QBO)

For growing businesses, we provide full-cycle QBO implementation and optimization services, including chart of accounts design and industry customization, historical data migration and clean-up, class and location tracking setup, payroll and sales tax configuration, integration with third-party applications, and monthly hosting oversight and troubleshooting support.

Our CPA-guided approach ensures your QBO environment produces reliable, decision-ready financial statements—not just bookkeeping records.

Sage Intacct

For organizations requiring advanced reporting, dimensional accounting, or multi-entity functionality, we implement and support Sage Intacct with a strategic, finance-driven methodology: multi-entity and consolidations setup, dimensional reporting configuration, revenue recognition and project accounting modules, internal controls and user permission architecture, integration with Bill and other operational systems, and ongoing hosting support and advisory oversight.

We ensure your Sage Intacct system is configured to deliver sophisticated reporting while maintaining efficiency and compliance.

Our Approach

Unlike technology-only consultants, we combine accounting expertise with system implementation. Every deployment is designed with:

Strong internal controls

Audit-ready documentation

Scalable architecture

Executive-level financial reporting in mind

From initial system design to ongoing hosting and advisory support, we serve as your outsourced accounting technology partner—helping your financial systems evolve alongside your business.

Cost Segregation Studies

Accelerate depreciation and unlock immediate cash flow through strategic cost segregation studies.

Maximize Tax Savings

At Core Business Advisors PLLC, we help property owners accelerate depreciation and unlock immediate cash flow through strategic cost segregation studies. By identifying and reclassifying eligible building components into shorter recovery periods under the Internal Revenue Code, we maximize current-year deductions while maintaining full compliance with IRS guidelines.

Our team performs detailed engineering-based analyses that break down real estate assets into personal property and land improvements eligible for 5-, 7-, and 15-year depreciation rather than the standard 27.5- or 39-year life. The result is increased upfront tax savings, improved return on investment, and stronger liquidity for reinvestment.

Compilation Services

Professional compilation services to present your financial information clearly and accurately.

AICPA Standards Compliance

At our firm, we provide professional compilation services designed to present your financial information clearly and accurately. Our compilation engagements are performed in accordance with the Statements on Standards for Accounting and Review Services (SSARS) issued by the American Institute of Certified Public Accountants (AICPA).

In a compilation engagement, we assist management in presenting financial statements based on information you provide. While a compilation does not include assurance, it results in financial statements presented in accordance with U.S. GAAP or another applicable basis of accounting, along with a compilation report issued by our firm.

Compilations are often ideal for closely held businesses that need financial statements for internal management, lenders, investors, or other third parties. We work closely with you to ensure your financial data is properly classified and formatted, and we may propose adjustments to improve clarity and consistency.Our goal is to deliver timely, professionally prepared financial statements that meet AICPA standards, support informed decision-making, and provide meaningful financial transparency—without the expanded scope and cost of a review or audit.

Our Services