WE ARE A
FULL-SERVICE
CONCIERGE TAX AND
CONSULTING FIRM
Where approachable expertise meets proactive solutions to fuel the growth and legacy of driven professionals.
At Core Tax Group, we’re redefining the role of tax advisors with flat-rate, year-round support tailored to your unique situation.
At Core Tax Group, we go beyond tax preparation—we become a trusted partner in your financial journey. Whether you're a business owner, ambitious professional, or an individual with complex tax needs, we provide proactive guidance with Care, Accessibility, Collaboration, Integrity, and Balance.
We are deeply invested in your success.
Services
A core team to support all your tax needs…
Tax Services for Individuals
A wide variety of tax services, including tax preparation and compliance, estate and trust planning, and tax optimization.
Tax Planning & Consulting for Businesses
Proactive solutions beyond the filing to ensure your tax strategy is in alignment with your business goals.
Trust & Estate Planning
Sound strategies for your unique situation and longterm goals to protect your wealth and ensure legacy wishes are fulfilled while minimizing tax impacts.