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Tax Services

Preparing your own income tax return can be a task that leaves you with more questions than answers. Our experienced tax professionals make it their mission to deliver highly personable, secure, and convenient tax services – striving to provide service that goes beyond the numbers.

Individual Tax Services

Today's tax laws are complicated and can make filing a relatively simple return confusing. It's easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional. Our team of tax professionals has options to alleviate tax preparation, planning, and IRS issues from your agenda.

Tax Preparation

Accurate quality tax preparation to maximize your after-tax income. Our team of tax experts help alleviate the headache and overwhelm of tax season.

Tax Planning

Proactive tax planning to minimize the taxes you owe. Our expertise in both investment and tax accounting makes us uniquely positioned to provide tax management advice and services.

IRS Assistance

Discreet knowledgeable tax help with back taxes, unfiled returns, or other IRS issues. Our team of experts can work to get you on track and in good standing with the IRS.

Business Tax Services

Strategies to reduce your tax liability while maximizing your ability to plan for your business. We have options to keep your books, payroll, and tax preparation convenient and precise.

Small Business Bookkeeping

As a small business owner, you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits.


We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.

Bank Financing

Requesting a business loan without adequate preparation sends a clear message to the lender: High Risk! It pays to be prepared and organized in your approach for financing.

New Business Formation

Opening your own business is exciting and thrilling. It's everything that comes after the excitement and thrill has worn off that dictates whether a small business will make it or not.

Non-Profit Organizations

The IRS uses very specific revenue and expense classifications to determine if your organization will retain its tax-exempt status.

QuickBooks Services

QuickBooks is one of the most widely used business accounting software programs. We can assist with your initial setup, answer questions, train you or your employees on how to use it, and give your books a tune-up to make sure everything runs smoothly.

Pay Your Tax Services Invoice

Pay Your Tax Services Invoice

Review and pay invoices easily with our secure payment portal.

Raymond James does not provide tax advice. Tax services are provided through an independent outside business. 

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*Core+ Tax Strategies is not a CPA firm