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Personal Financial Services

Fortify your financial future with proper retirement and tax planning. Our team of CPAs helps you identify the best strategies, direction, and planning for your financial future.

TAXES
RETIREMENT
HEALTH
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Our Financial Services

No matter what your financial goals are, our team has you covered with every financial service you need. From tax planning and prep to education and elderly care we can support you.

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Tax Preparation and Planning

Core CPAs goes beyond standard tax compliance and maximizes your after-tax spend with proactive tax strategies. To achieve proper financial success we start you with proper finance planning. The result is legally reducing your tax liability and increasing your returns.

Retirement Planning

We help you reach your retirement goals and increase your investmen returns. Our basic retirment strategy is to limit your risk, gain predictibility in your growth, and drive the best returns through your investments.

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Core_CPAs-individual

Family Health Planning

Emergencies happen. Will you be ready?
Core CPAs helps you identify and analyze your financial coverage in case of an emergency. We help you review your life, disability, health, home, and auto insurance coverage. We also help you put your affairs in order with power of attoreny designations.

Investment Planning

Increase your wealth with Core CPAs by working through our financial planning consultation and worksheets. We’ve built a process that helps you maximize your investing relative to your risk tolerance and financial situation.

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Core_CPAs-individual

Education Planning

Put all your children through college. Core CPAs helps you accurately estimate the amount your family needs for higher education by analyzing your assets and reviewing potential shortfalls. From here we help you identify an optimal strategy to setup a savings plan for your children.

Estate Planning

Reduce your probate costs and leave more moeny for your heirs. We help you prepare for probate by maximizing your estate costs and reducing creditor, lawyer, and estate tax debt. Start maximizing your estate today by working with Core CPAs to reduce your tax costs, professional fees, and court costs.

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Why Core CPAs Works?

Reduce your probate costs and leave more money for your heirs. We help you prepare for probate by maximizing your estate costs and reducing creditor, lawyer, and estate tax debt. Start maximizing your estate today by working with Core CPAs to reduce your tax costs, professional fees, and court costs.

Basic Retirement Strategy

Winning retirement is all about starting early and maintaining consistency. One of the fastest ways to add $1 million to your retirment account is by maximizing your ROTH IRA each year.

$460

Monthly
Investment

30

Total
Years

10%

Annual
Return

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Need Accounting Help?

Dive in to Core CPA’s resources to help build your financial foundation with best practice accounting, tax, and bussiness finance tips.

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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.