The CPA Group takes a proactive approach in helping our clients plan for the future, and our existing clients are our best referral sources. We have a strong commitment to each individual we work with to provide prompt, professional, knowledgeable and accurate service.
We are here for you throughout the year to monitor tax law changes and discuss those that affect you. We will recommend tax saving strategies to help you minimize your tax burden. The key is to start planning today. Give us a call to set up your appointment.
Increasing your net worth is an easier task with the help of a financial advisor. We offer a total financial and estate planning program including an analysis of your net worth, family gifting, trusts, retirement planning, and family business transfers. We do not provide investment services.