Business Details
Expert Accounting & Tax Services for Small Businesses in Flower Mound
Core Tax Now exists to help clients navigate complex financial landscapes with precision and expertise. Our team combines military leadership, entrepreneurial insight, and CPA-certified technical mastery to deliver tailored solutions for small businesses. We specialize in tax planning, preparation, bookkeeping, and strategic consulting, ensuring clients pay only their fair share while building a solid financial foundation. With decades of combined experience, we approach challenges with analytical rigor and a commitment to long-term growth. Our services extend beyond traditional accounting, offering CFO-level guidance to help businesses thrive.We prioritize transparency, personalized support, and proactive strategies to maximize deductions and optimize financial outcomes. Whether managing multi-state tax jurisdictions or establishing key performance indicators, our approach blends technical excellence with practical business acumen. We serve as trusted advisors, empowering clients to focus on their core operations while we handle financial complexities. Our mission is to deliver value-driven services that foster client success and sustainable growth. Backed by certifications and real-world experience, we strive to be the definitive partner for small business financial health.
Services
CFO Services
Tax Planning
Bookkeeping
Tax Preparation
Payroll Services
Strategic Consulting
Texas Franchise Tax
Multi-State Tax
KPI Analysis
Business Consulting
Highlights and features
- We offer CPA-certified expertise with military leadership and entrepreneurial experience.
- Our team provides strategic business consulting alongside core accounting services.
- Customized financial solutions tailored to small business operational needs.
- Proven track record in multi-state tax jurisdictions and Texas Franchise Tax.
- Comprehensive support from bookkeeping to advanced tax optimization strategies.
Associations and certifications
- Certified Public Accountant (CPA)
Services
Tax Planning
Our tax planning services help businesses maximize deductions and optimize financial structures. We analyze organizational frameworks to identify advantageous strategies for QBI deductions, RMDs, and itemization. With proactive planning, we ensure clients remain compliant while minimizing liabilities through customized, forward-looking approaches.
Bookkeeping
We provide full-service bookkeeping tailored to business needs, from daily transaction tracking to monthly accuracy reviews. Our systems ensure precise financial records, proper classifications, and real-time visibility into cash flow. This foundational service supports informed decision-making and seamless tax preparation processes.
CFO Services
Our CFO services deliver strategic business consulting for growth-oriented companies. We establish key performance indicators, navigate state regulations, and provide actionable insights for operational improvements. This service bridges financial management with long-term business strategy to enhance profitability and sustainability.
Tax Preparation
We offer expert preparation of personal, business, and trust tax returns with specialization in Texas Franchise Tax and multi-state jurisdictions. Our meticulous approach ensures compliance while identifying optimization opportunities across federal, state, and local tax obligations.
Payroll Services
Our payroll solutions handle classification accuracy, tax withholdings, and regulatory compliance. We streamline payroll processing while ensuring adherence to evolving state guidelines, allowing businesses to focus on operations without payroll-related compliance concerns.
People
David Smith
CPA
David combines military leadership, sales executive experience, and CPA certification with entrepreneurial expertise. His analytical approach tackles complex financial challenges while prioritizing client growth through strategic tax solutions.
Caroline Byrne
Accountant
Caroline brings advanced accounting expertise from nonprofit and global enterprise environments. She specializes in financial analysis and Excel mastery, focusing on equipping entrepreneurs with tools for long-term business success.
Amanda Tallone
Accounting Practice Manager
Amanda offers over a decade of small business operations experience. As a UMass Amherst graduate pursuing an MBA in Business Analytics, she combines academic rigor with practical insights from managing an equine business.
Questions
What accounting services do you offer for small businesses?
We provide tax planning, preparation, bookkeeping, payroll, CFO consulting, and multi-state tax compliance services tailored to small business needs.
How can you help minimize my business tax liabilities?
We analyze organizational structures, optimize QBI deductions, and implement strategic itemization strategies to legally reduce taxable income while maintaining compliance.
Do you handle Texas-specific tax requirements?
Yes, we specialize in Texas Franchise Tax filings and provide expert guidance on state-specific compliance obligations for Texas-based businesses.
What sets your firm apart from other accounting services?
Our team combines CPA certification with military leadership, entrepreneurial experience, and hands-on business management expertise to deliver comprehensive financial solutions.
How do you support business growth beyond basic accounting?
We provide strategic consulting, key performance indicator analysis, and operational guidance to help businesses build sustainable growth frameworks alongside financial management.
