Business Details
50+ Years
experience
Your Trusted Partner for Accounting and Financial Solutions in Lakeland, FL
CPS Group CPAs has built enduring relationships with clients through dedicated service and practical solutions. Since 1975, we have prioritized trust and collaboration, maintaining long-term partnerships with businesses, organizations, and individuals across Central Florida. Our team combines technical expertise with a personalized approach, offering services ranging from tax compliance to strategic consulting. We emphasize ethical standards, community engagement, and adaptability to meet evolving client needs. Located in Lakeland between Orlando and Tampa, we serve as trusted advisors, leveraging decades of experience to deliver actionable insights.Our professionals are committed to continuous learning and innovation, ensuring clients receive forward-thinking guidance. By balancing the resources of larger firms with the accessibility of a local practice, we provide tailored support that fosters client success. Our focus on quality, transparency, and client-centric values has sustained our reputation for over four decades. We pride ourselves on understanding the unique challenges of small businesses and families, offering comprehensive financial planning and advisory services. Through active community involvement, we reinforce our commitment to the regions we serve.
Services
Tax Compliance
Small Business Services
Management Consulting
Financial Planning
Advisory Services
Details
- Year established: 1975
Highlights and features
- We offer over 45 years of experience in accounting and financial consulting.
- Our team provides personalized service with a focus on community needs.
- We deliver comprehensive solutions spanning tax compliance to strategic planning.
- Our professionals hold advanced certifications and specialized industry knowledge.
- We prioritize ethical standards and long-term client relationships.
Associations and certifications
- CPA
Services
Tax Compliance
We provide comprehensive tax compliance solutions, ensuring accurate filings and strategic planning to minimize liabilities. Our team stays updated on evolving regulations to maintain adherence to legal standards. Clients benefit from tailored advice that aligns with their financial goals and operational needs.
Small Business Services
Our small business services include financial record maintenance, payroll processing, and tax preparation. We address staffing limitations by offering outsourced expertise, helping organizations manage accounting systems and compliance requirements efficiently and cost-effectively.
Management Consulting
We deliver strategic consulting to resolve complex challenges, combining accounting expertise with operational insights. Our approach focuses on practical implementation, supporting clients through transitions and growth initiatives while aligning with long-term objectives.
Financial Planning
Our financial planning services create customized strategies for individuals and families, integrating investment management with tax-efficient solutions. We emphasize long-term stability and growth, tailored to clients' unique personal and professional circumstances.
Advisory Services
We offer advisory services spanning business strategy, tax research, and operational improvements. Our team provides actionable recommendations grounded in deep technical knowledge and industry experience, ensuring measurable outcomes for clients.
People
Levi
Director & Partner
Levi is a seasoned CPA with leadership experience in public accounting and private sectors. He specializes in strategic financial solutions and brings a client-focused approach to problem-solving. His background includes roles as Controller and CFO, with expertise in tax management.
Tami Burroughs
Partner
Tami specializes in estate and trust planning, combining technical tax expertise with personalized client service. With over 25 years in public accounting, she focuses on family-centered financial strategies and community engagement through outdoor activities.
Tracy
Engagement Partner
Tracy oversees audit and tax services with 30+ years of public accounting experience. A fifth-generation Floridian, she emphasizes community leadership through roles in Rotary International and local education initiatives while managing client engagements.
Karen
Small Business Services Director
Karen specializes in small business accounting and software solutions, with a background in construction finance. She focuses on streamlining operations for clients while mentoring emerging professionals through local development programs.
Nancy M. Noe
Senior Tax Manager
Nancy leads tax strategy initiatives with advanced accounting credentials. She provides expert guidance on compliance and planning, leveraging her Master of Accountancy degree to deliver specialized solutions for complex client scenarios.
Questions
What services does CPS Group CPAs offer?
We provide tax compliance, small business accounting, financial planning, management consulting, and advisory services tailored to businesses and individuals.
How long has CPS Group CPAs been in business?
Our firm was established in 1975, offering over 45 years of experience in accounting and financial consulting.
Do you serve clients outside Central Florida?
While based in Lakeland, we primarily serve Central Florida including Orlando and Tampa, with select clients across the state.
What makes your firm different from other accounting practices?
We combine the expertise of larger firms with personalized service, emphasizing long-term relationships and community involvement.
How can I make a payment?
Payments can be made through our online portal or by contacting our office directly at (863) 688-1725.
