Our Advisory Topics
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.
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.
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.
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.
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
EXPERTISE
Skill bred from top 5 accounting firms and refocused to support client’s financial life events for over 30 consecutive tax seasons
KNOWLEDGE
Staff and team members supporting small to medium business owners with financial goals with over $1 billion of combined industry experience.
TRUST
A team you can call, connect, and work with directly
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
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.
Everytime I have a financial question regarding my business I check first with Core CPAs.
Elton Revers | Owner at Lansing Home and Garden