The Firm

Moving Beyond Numbers

The Innovative CPA Group was founded in 2017. We are a team of professional accountants providing top notch accounting, tax and business services to both individuals and businesses across Connecticut and the rest of the U.S.  

Our business is built around the use of innovative technology and a collaborative approach. This philosophy allows us to maintain quality customer service for our customers. We vow to provide our clients with the peace of mind they need when managing their finances. Focusing on these two aspects allows our business-client relationship to thrive. Our system of accounting utilizes The Cloud, allowing us to optimize quality and efficiency with each project. We stand behind our collaborative approach by emphasizing communication amongst the team as well as between our staff and clients. Here at Innovative we strive to build a strong and trusting relationship with each client and this approach allows us to do so. 

The Innovative CPA Group – Let’s make it count. 

Meet the Team

Our Philosophy
The Innovative CPA Group is a team of forward-thinking accounting, tax, and business experts servicing businesses and high net-worth individuals in Connecticut and across the nation. We use cutting-edge technology and a collaborative approach to find the savings our clients need and the peace of mind they want.

Talent + Team + Technology
The Innovative CPA Group team is comprised of experienced professionals with diverse backgrounds in accounting. We tackle every client project with a whole team approach. Our company culture of empowerment, accountability, and knowledge promotes effective collaboration. And, what makes our team truly innovative is our ability to streamline our processes by merging new technology with proven methods to deliver results for our clients.

Think Innovation
When you think of “accounting,” you rarely think innovation. However, over the past several years, the need for and pace of technology integration, accessibility, transparency and collaboration have accelerated tremendously. Technology is changing the way businesses do business; it’s imperative to keep up. The drive to improve and utilize technology to its fullest was the catalyst for the start of The Innovative CPA Group. We recognize the cultural shift of how you go about business and everyday life. Our services go beyond traditional accounting services and tools. We use a team approach. We’re about partnership – in business and in life. We provide creative solutions to ever-changing problems; no cookie cutter solutions here. Our style of accounting is online and off the beaten path.

Download our Firm Overview

Services for Businesses

  • Audits, Reviews & Compilations
  • Business Consulting
  • Outsourced Accounting & Controller Services
  • Cost Segregation Studies
  • Commercial Real Estate Consulting for Owners, Developers, Investors
  • Audits of 401(k) Plans
  • Tax Preparation & Planning
  • Accounting Software Selection & Implementation
  • Bank Financing Assistance
  • Buying & Selling a Business
  • Business Succession Planning
  • IRS Representation
  • Pension & Profit Sharing Plans
  • International Taxation
  • Certified QuickBooks Pro Advisors
  • Back Office Accounting & Bookkeeping

Services for Individuals

  • Tax Preparation & Planning
  • Estate & Trust Tax Preparation
  • Estate Planning
  • Financial Planning
  • Consulting Services
  • International Taxation
  • IRS Representation
  • Retirement Planning