Slide

Advisory Corner

Interested in learning the insides of the CPA job title? Our advisory corner is a gold mine of infomration related to the work.

divider star

Our Advisory Topics

businessplus

New Business Formation

Start with the right foundation and build a company that can stand the test of time. Learn how to properly open and form a business with tips from our experienced advisors.

housescales

Succession Planning

Business and values are generational, do you have a plan for how your family succeeds you? Developing and implementing a well-structured succession plan is vital to the success of your heirs.

checkedlistr

Business Planning

Set your company’s direction by putting together a solid business plan. Research shows that companies who plan grow 30% faster than those who don’t.

housescales

Business Valuations

Objectively value your company through a 3rd-Party to ensure you get the benefits from your hard work. With over 20 years experience in working with SMBs we can provide a qualified valuation of your business.

estateplanning

Estate Planning

Estate planning doesn’t need to be a struggle. Cut through the red tape and bureaucracy with our team, and ensure your assets, family, and estate are well taken care of.

Financial Expertise You Can Trust

Helping small businesses and their owners reach their financial goals in the Los Angeles and Orange County area for over 30 years

profile-stars-icon

EXPERTISE

Skill bred from top 5 accounting firms and refocused to support client’s financial life events for over 30 consecutive tax seasons

bulbicn

KNOWLEDGE

Staff and team members supporting small to medium business owners with financial goals with over $1 billion of combined industry experience.

handshake-white

TRUST

A team you can call, connect, and work with directly

divider star

Webinar

What are we learning this time?

· Find the path of least resistance to saving more money
· Start creating a financial plan for the future cashflow
· Identify if they are compliant with state and federal tax laws
· Know the extente of services we provide
· Determine a pricing model based on current finances

Core_CPAs-Advisory Corner
Logo-bot-form

17782 17th Street. Suite 111
Tustin, CA 92780

Call Us +1-949-333-0161 / 1-855-227-2500

Book Appointment Here

Need to Talk With an Accountant?

If you need to speak directly with an accountant for tax compliance issues or business growth, we are here for you. Choose how you would like to connect and we will get back to you within 24 hours.

One of our team members will contact you within 24
hours to setup a short call with an account.

divider star
elton
quote

Everytime I have a financial question regarding my business I check first with Core CPAs.

Elton Revers | Owner at Lansing Home and Garden