About Elevate CPA Group

More than just a tax firm. We’re your partner in business.

We’re Elevate CPA Group—a team of CPAs, advisors, and accountants who focus solely on the financial services industry. More than “number crunchers,” we know the trends impacting your industry and how to leverage them to your advantage. Whether you’re looking to acquire new clients, new advisors, or a new firm, we help you move forward with confidence.

As your strategic growth partner, we empower you to achieve your goals through a tailored solution.

An Innovative Process

We follow an innovative process:

• Listen to help identify your goals.
• Put timely and accurate financials at your fingertips.
• Give you access to real-time data and analyses.
• Meet regularly to track your progress and identify trends.
• Support you as needed with sophisticated and proactive business and tax planning.

At the same time, we can also serve as your firm’s CPA.

All of our tax services are available to your firm as well as to your clients. We are experts in tax compliance for wealth management firms.  In addition, think of us as your in-house tax firm. As such, we can deliver significant value for your clients, particularly for those who don’t have a sophisticated tax advisor to help them save money. Our tax support can be scaled up or down to your needs. We help you stand out from the competition.