The Firm

The Firm

Moving Beyond Numbers

Founded in 2017 by Lauren Shugrue and Charles D. Smith, The Innovative CPA Group (ICG) is a premier team of professional accountants committed to delivering high-quality accounting, tax, fiduciary, trust and estate, and business services to both individuals and businesses. ICG operates from strategic offices across Connecticut, including Bethel, Bridgeport, Norwalk, and its headquarters in Shelton.

As a nationwide firm, ICG takes pride in serving a diverse clientele spanning the state of Connecticut and the entire United States. The core of ICG’s success lies in seamlessly integrating innovative technology and adopting a collaborative approach. This unique combination enables them to maintain unparalleled customer service standards, offering clients peace of mind as they navigate their financial landscapes. Trust ICG for excellence in financial services, where innovation meets dedicated expertise.

Let’s make it count.

Our Mission

Our mission is to help our clients achieve their goals by providing the highest quality professional services. We align closely with our clients’ needs to ensure financial success, recognizing that responsiveness and personal attention to each client are crucial to our shared success. We are committed to delivering innovative guidance, strategic planning, and effective solutions, generating value for our clients through continuous investments in our talented team and cutting-edge technology.

Our Firm Vision

Our vision is to be recognized as trusted advisors and a premier CPA firm known for offering expert guidance and innovative solutions to businesses and individuals. We aim to instill financial confidence and success while providing a working environment that fosters the growth and success of our team members and promotes a culture of giving back to our community.

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