Capital Care Group Certified Public Accountants announces merger with Wallace & Associates, P.A., in Fort Myers
Local accounting firms merge to enrich services for clients
(NAPLES, Fla. January 4, 2022) — Capital Care Group Certified Public Accountants (CCGCPAS), a leading provider of accounting, tax, and financial planning services in Southwest Florida, announced a recent merger with the accounting firm of Wallace & Associates, P.A., in Fort Myers. The two joined forces in December to enrich the services they offer to clients and continue to help individuals and businesses achieve their financial goals and capitalize on new opportunities while also strengthening CCGCPA’s position as a top financial firm in the region.
“We are excited to have Gary and the entire team at Wallace & Associates join us. By adding this impressive team of professionals, we can better position our clients to achieve financial stability and growth with a newly extended network of resources,” said Steven Phillips, CPA, Managing Partner of CCGCPAS. “Clients are at the center of everything we do and together we can offer them more and exceed the high level of service that they have come to expect from both firms.”
CGCPAS has a team of CPAs, Steven Phillips CPA, Cheryl Deavers CPA, Brian Ellegard CPA, and Mary E. Lewis-McLaughlin PA, who have been serving the community for over 30 years, specializing in high-quality tax and accounting services and financial planning with a long-standing reputation for their personal touch as a trusted guide and partner in their client’s finances.
Wallace & Associates, P.A, now joining CCGCPAS, is a full-service accounting and consulting firm known for specializing in retirement planning, business consulting, investments, litigation support, estates and trusts, and personal financial planning. They also offer assistance for tax controversies for both federal IRS and state tax issues along with sales and use tax audit representation.
“We’re excited to join the CCGCPAS team and be a part of its growing presence in the community,” said Gary Wallace, President and Shareholder of Wallace & Associates, P.A. “Combining our resources will drive the future success of our clients and the firm while elevating the standard of financial services in Southwest Florida.”
The firms will operate under Capital Care Group Certified Public Accountants, with offices in Naples and Fort Myers. For more information, or a free consultation, please visit ccgcpas.com, or call Steven Phillips at 239-345-2190.
About Capital Care Group Certified Public Accountants
For more than 30 years, the team at Capital Care Group Certified Public Accountants (CCGCPAS) has been serving the community of Southwest Florida, providing high-quality tax and accounting services and financial planning with offices in Fort Myers and Naples. CCGCPAS is dedicated to the underlying principles of professionalism, responsiveness, and quality, with a long-standing reputation of personal attention to each client as a trusted guide and partner in their finances. To learn more about this growing firm, please visit ccgcpas.com.
CCG Certified Public Accountants
CCG Certified Public Accountants
5294 Summerlin Commons Way, Suite 1203
Disclaimer: The views, suggestions, and opinions expressed here are the sole responsibility of the experts. No Courrier Quotidien journalist was involved in the writing and production of this article.