We’re on a mission to help our clients Improve Cash Flow, ROI & Asset Value

What We Offer

Commercial Property & New Construction Incentives

Cost Segregation, Asset Disposition, Property Tax, Historical Credits, Opportunity Zones

Energy/Green Building Incentives

179D and 45L Certifications, Utility Recoveries, Sustainability, SMART Building (IoT) Services

Business Incentives

Research & Innovation Credits, Hiring Credits, IC DISC

Business Cost Recovery Audit

Waste, Recycling, Merchant Processing Fees, Workers Comp & more

Industries We Serve

9

Multi Family

9

Senior Living

9

Industrial

9

Manufacturing

9

Auto Dealerships

9

Restaurants

9

Hotels

9

Office

9

Medical

9

Retail

9

Cannabis

9

Wineries

9

Breweries

9

Energy

9

Technology

9

Aerospace

9

Engineering

SINCE 2006, WE HAVE SAVED OUR CLIENTS OVER $1,000,0000,000 & COUNTING!

Simply put, we help our clients secure highly specialized, federally backed tax incentives and niche cost saving programs that can make a REAL IMPACT to the bottom line. If you own income generating properties or businesses, then chances are really good we can help. 

We still find 8 out of 10 businesses are leaving money on the table every year.

In today’s competitive climate, it is critical to utilize “out of the box” strategies to improve cash flow and gain a competitive edge.  

CORE has worked with thousands of CPAs, CFOs, CEOs, CPOs (commercial property owners) entrepreneurs, family offices, high net worth individuals and family-owned businesses throughout the United States.

BOTTOMLINE: Our proprietary tools and experienced technical team will help you receive hidden treasures in the form of tax incentives, credits, refunds as well as depreciation benefits that can fuel activities such as Real Estate Investments, Research and Development and Green Building Initiatives.

Professionals We Serve

Accountants

Commercial Real Estate

Attorneys

Financial

Design/Build

About CORE

CORE offers a unique staff made up of tax, legal, engineers, green building experts and expense auditors with over 100 years of combined knowledge.

  • 13 Years in operation and thousands of successful projects completed nationally
  • We have proven track record of over $1 Billion Dollars saved
  • We follow strict IRS Compliance & Guidelines
  • Performance & Fixed based fees
  • Our attention to detail is unmatched
  • We become your in-house cost recovery / tax incentive department
  • We work side by side with your accountant and financial team

Client Testimonials

We are continually looking for ways to add value to our customers and brokers beyond real estate insurance coverage.  By providing access to our specialized strategic alliance, CORE Solutions Group, we provide our customer with the options to help free up cash flow and lower their total cost of risk.

Dan Kleiman

VP, Zurich’s Real Estate Practice

The engineering reports provided by CORE are some the most detailed and comprehensive in the industry.  I know our clients at UHY are getting the maximum cash benefit they deserve. I recommend CORE to all my clients that own real estate and that can benefit from a cost segregation study.

Tom Callan

CPA / Partner, UHY

The engineering reports provided by CORE Solutions Group are the best in the industry. I know my clients are getting the maximum cash benefit they deserve. I recommend Terry and his team to all my clients that own real estate and that can benefit from a cost segregation study.

Frank Coppola

CPA, Coppola and Associates

JOHN ROBERTS

My name is John Roberts from Roberts Wealth Advisors. I’m also a Licensed Cost Recovery Expert with CORE Advisors offering my clients a full suite of specialty tax incentives and niche cost saving solutions.

CONTACT INFORMATION

REACH OUT TO ME: