Business Details
Your Trusted Small Business CFO for Tax and Financial Services
Core Tax Now exists to help clients navigate complex financial landscapes with precision and expertise. Our team combines military leadership, entrepreneurial experience, and CPA credentials to deliver tailored tax planning, bookkeeping, and strategic business consulting. We specialize in maximizing deductions, ensuring compliance with state guidelines, and providing CFO-level support to small businesses. With a focus on Texas Franchise Tax and multi-state jurisdictions, we prepare personal, business, and trust returns with meticulous attention to detail. Our professionals bring decades of combined experience in financial analysis, not-for-profit accounting, and small business operations to help clients grow sustainably.We prioritize transparency, ethical practices, and personalized solutions to ensure clients pay only their fair share of taxes. Our services extend beyond traditional accounting, offering tools and insights that empower entrepreneurs to thrive in competitive markets. From payroll management to strategic consulting, we adapt our support to meet each client's unique needs. Our commitment to continuous learning is reflected in advanced degrees like MBA specializations in Business Analytics and mastery of financial technologies. We serve as trusted advisors, combining technical expertise with a deep understanding of small business challenges to drive long-term success.
Services
Tax Planning
Bookkeeping
Tax Prep
CFO Services
Payroll Services
Highlights and features
- We offer CPA-certified expertise in tax planning and compliance.
- Our team combines military leadership with entrepreneurial experience.
- We provide customized financial solutions for small businesses.
- We specialize in Texas Franchise Tax and multi-state jurisdictions.
- Our strategic consulting helps businesses grow sustainably.
Associations and certifications
- Certified Public Accountant (CPA)
Services
Tax Planning
Our tax planning services optimize deductions and compliance through QBI maximization, business structure analysis, and strategic RMD/itemization planning. We help clients legally minimize liabilities while ensuring adherence to evolving regulations. Our proactive approach prepares businesses for long-term financial success.
Bookkeeping
We offer full-service bookkeeping and monthly financial reviews tailored to business needs. Our solutions ensure accurate record-keeping, real-time financial insights, and streamlined processes that support informed decision-making for small business owners.
CFO Services
Our CFO services provide strategic business consulting, key performance indicator analysis, and state guideline navigation. We act as virtual CFOs, delivering expert financial leadership and customized growth strategies for small enterprises.
Tax Prep
We prepare personal, business, and trust tax returns including Texas Franchise Tax and multi-state filings. Our CPA-certified team ensures accurate, timely submissions while identifying opportunities to reduce tax obligations through comprehensive compliance strategies.
Payroll Services
Our payroll solutions handle classification accuracy, tax withholding calculations, and regulatory compliance. We simplify payroll processing while ensuring adherence to state and federal requirements, allowing businesses to focus on operations.
People
David Smith
CPA
David combines military leadership, sales executive experience, and CPA credentials. He specializes in strategic tax planning and small business growth, leveraging an analytical mind to solve complex financial challenges for clients.
Caroline Byrne
Accountant
Caroline holds a Master of Science in Accounting and specializes in financial analysis. She excels at solving complex accounting problems and equipping entrepreneurs with tools for success through personalized client support.
Amanda Tallone
Accounting Practice Manager
Amanda brings over a decade of small business experience to her role. Pursuing an MBA in Business Analytics, she manages accounting operations while balancing entrepreneurial insights with technical financial expertise.
Questions
What services does Core Tax Now offer?
We provide tax planning, bookkeeping, payroll services, CFO consulting, and tax preparation for small businesses, including Texas Franchise Tax and multi-state returns.
How can Core Tax Now help minimize my tax liability?
We use strategic QBI deductions, optimal business structure analysis, and RMD/itemization planning to legally reduce your tax burden.
Do you specialize in any specific industries?
While we serve diverse small businesses, we have particular expertise in Texas-based operations and multi-state tax compliance.
What sets your team apart from other accounting firms?
Our unique blend of CPA credentials, military leadership, entrepreneurial experience, and advanced analytics training delivers practical, results-driven solutions.
Can you assist with business growth strategies?
Yes, we provide KPI analysis, financial consulting, and strategic planning to support sustainable business expansion.
