The Innovative CPA Group (ICG) is pleased to announce its merger with Whittaker & Saucier, CPA’s, PA, of Venice, Florida. Effective September 17, 2025, the combined firm will operate under the name “Innovative CPA Group of Florida, LLC,” creating a unified team to deliver an expanded suite of accounting, tax, audit, advisory, and consulting services.

Clients will benefit from enhanced expertise, innovative solutions, and a steadfast commitment to excellence, tailored to meet the diverse needs of high-net-worth individuals and businesses in today’s dynamic market. The firm has now expanded its reach into the Southwest Florida market, offering comprehensive, top-tier services to the area.

“This merger is a strategic step that strengthens our ability to serve clients with even greater depth and expertise,” said Charles D. Smith, CPA, Partner and Founder of The Innovative CPA Group. “It expands our footprint in Florida and enhances the specialized services we can provide across all our markets.”

“Joining forces with The Innovative CPA Group underscores our commitment to providing exceptional, client-focused service,” said Roni S. Saucier, CPA, Partner at Whittaker & Saucier, CPA’s, PA. “This merger opens exciting opportunities for our clients and team, and I’m confident it will foster continued growth and success for everyone involved.”

Clients can expect a seamless transition with no disruption to ongoing services. The existing team at Whittaker & Saucier, CPA’s, PA, will continue managing all client relationships and operating out of their current office location. ICG is also excited to announce that Mark Elliott will serve as the Partner overseeing the Florida office, bringing both leadership and continuity to the team. With his guidance and the strength of the expanded group, ICG is well-positioned to grow its presence and deliver even greater value to its clients. Both firms are dedicated to ensuring a smooth integration process that prioritizes the needs of clients and maintains the high standards of service for which they are known.