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Accounting Firm

Elevate CPA Group

CPA firm providing tax and growth support exclusively to RIA, wealth management and financial planning firms

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About Elevate CPA Group

Elevate CPA Group is an outsourced accounting and tax firm for the financial services industry. It works as a growth partner for advisory firms that want to offer tax services to their own clients. Client testimonials describe it as an extension of the firm rather than a separate vendor.

Services

  • Tax planning and preparation: for advisory firms and their clients.
  • Business planning support: guidance that goes beyond routine firm tax work.
  • Firm performance reviews: a clearer picture of a firm's financial results and value.
  • Regulatory insight: articles on tax law changes and the SEC books and records rule.

Who it works with

The firm serves only financial services businesses: broker/dealers, RIA firms, and planning, advisory and wealth management practices.

Key facts

  • Offices: Chicago area (Frankfort, Illinois) and Colorado
  • Client base: financial services firms only

Profile written by TrustList from the business's own published information, Sep 2026.

Rankings

As of 2026-10-06. Organic ranks only; sponsored placements are never ranks.

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