The team at Elevate CPA Group are the exception in the CPA and accountant world – they understand financial planning firms and have been instrumental in helping us achieve consistent growth since early days that goes beyond managing our firm’s tax and business planning. We don’t view them as a separate team providing us a service – we see them as a trusted partner and have since we broke away and started our own advisory firm. We are also in constant communication with Elevate on our client’s tax planning – it’s another huge value add for us and our clients.
