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What does CCG Certified Public Accountants do?
CCG Certified Public Accountants is a full-service CPA firm offering tax planning and preparation, accounting and bookkeeping, business advisory, and advanced tax, estate, and retirement strategies. CCG works with individuals, business owners, and high-net-worth clients who have complex tax and financial situations.
Does CCG work with clients outside of Florida?
Yes. CCG is based in Florida with offices in Naples and Fort Myers and works with clients across the United States, including people relocating to Florida and those managing tax obligations in more than one state.
What is the difference between a CPA and an accountant?
A CPA is an accountant who holds a state license. To become a CPA, a person must meet education and experience requirements and pass the Uniform CPA Examination. CPAs must also complete continuing education to maintain their licenses. CPAs can represent clients before the IRS. Every CPA is an accountant, but not every accountant is a CPA. CCG is a CPA firm licensed in Florida.
Do I need a CPA if I already have a bookkeeper or use tax software?
A bookkeeper records transactions and software files a return, but neither builds a proactive tax strategy or represents you before the IRS. A CPA does both. For individuals and business owners with complex finances, that planning usually saves more than it costs.
What questions should I ask a CPA before hiring one?
Ask whether they work with clients like you, such as business owners or individuals with complex returns. Ask whether they provide tax planning throughout the year or only prepare returns, who will work on your file, how they communicate, whether they can represent you before the IRS, and how they set their fees. CCG can address these questions during an initial consultation.
What should I bring to a first meeting with CCG?
Bring your last two or three years of tax returns, any current-year income and expense records, and details of major changes such as a business sale, a move between states, or a new investment. CCG offers an initial consultation to review your situation.
Can CCG help with Florida residency and domicile planning?
Yes. CCG is based in Naples and Fort Myers and works with individuals relocating to Florida from other states, including the tax planning involved in establishing Florida residency.
Does CCG help with business succession planning?
Yes. CCG works with business owners and their families on succession planning, including transferring ownership to the next generation or new leadership, and preparing a business for sale.
How do I get started with CCG?
Request a consultation by phone or through the website. Share a short overview of your situation, and CCG will explain how it can help and what working together would look like.