Business Details
50+ Years
experience
Your Trusted Partner for Accounting Solutions in Lakeland
CPS Group CPAs, PA has built enduring relationships with clients through decades of dedicated service. Our team of experienced professionals prioritizes practical solutions tailored to each client's unique needs, fostering trust and long-term partnerships. With expertise spanning tax compliance, small business services, and strategic consulting, we combine technical excellence with a personalized approach. Our commitment extends beyond accounting, as we actively engage in community service and charitable initiatives. Located in Lakeland, Florida, we serve Central Florida businesses and individuals with the accessibility of a local firm and the resources of a larger practice.Our professionals bring diverse backgrounds to every engagement, ensuring comprehensive support for clients' evolving challenges. Founded in 1975, we maintain a legacy of ethical standards while embracing innovative approaches to modern business demands. By focusing on continuity and quality, we deliver actionable insights that drive client success. Our strategic location between Orlando and Tampa positions us to serve a broad regional clientele effectively.
Services
Tax Compliance
Small Business Services
Financial Planning
Management Consulting
Estate Planning
Details
- Year established: 1975
Highlights and features
- We maintain client relationships spanning multiple generations with over 30 years of continuity
- Our team combines public accounting and private sector expertise across diverse industries
- Professionals actively contribute to community development through board memberships and mentorship
- We offer integrated services spanning tax compliance, financial planning, and business consulting
- Strategic location provides regional accessibility while maintaining personalized service standards
Services
Tax Compliance
Our tax compliance specialists ensure accurate return preparation while minimizing liabilities through strategic planning. We focus on maximizing legitimate tax benefits while maintaining strict adherence to regulatory requirements. Our professionals provide comprehensive support for individuals and businesses navigating complex tax landscapes.
Small Business Services
We deliver tailored financial solutions for small businesses facing limited internal accounting resources. Our services include financial record maintenance, tax filing, and system implementation to support operational efficiency. Our team helps organizations establish robust accounting infrastructure and compliance frameworks.
Financial Planning
Our financial planning experts develop customized strategies for long-term wealth management. Combining accounting expertise with investment guidance, we create comprehensive plans addressing retirement, estate, and tax optimization. We provide ongoing advisory services to adapt to changing financial circumstances.
Management Consulting
We offer strategic consulting services to address complex business challenges requiring innovative solutions. Our consultants provide actionable recommendations for process improvement, financial management, and organizational development. Implementation support ensures effective execution of strategic initiatives.
Estate Planning
Our estate planning specialists help clients structure effective wealth transfer strategies. We coordinate tax-efficient solutions for trusts, wills, and legacy planning while considering family dynamics. Our approach balances legal compliance with personalized wealth preservation objectives.
People
Levi
Director & Partner
CPA with public accounting and private sector experience. Specializes in tax strategy and business consulting. Active community member with leadership roles in local organizations. Holds advanced accounting degrees from Brigham Young University-Idaho and University of Idaho.
Tami Burroughs
Partner
Tax specialist with 30+ years of experience. Focuses on estate and trust planning. University of Florida graduate with Master of Accounting degree. Former Arthur Andersen professional. Active in outdoor conservation initiatives.
Tracy
Engagement Partner
5th generation Floridian with 30+ years in public accounting. Oversees audit department and tax operations. Community leader serving on multiple nonprofit boards. Cancer survivor and advocate for professional mentorship programs.
Karen
Small Business Services Director
Industrial engineering and accounting graduate. Specializes in small business financial systems implementation. Former construction industry professional. Expert in accounting software solutions for operational efficiency.
Nancy M. Noe
Senior Tax Manager
Certified Public Accountant with Master of Accounting degree. Specializes in complex tax compliance and planning. Provides strategic guidance for individual and corporate clients. Active in professional development initiatives.
Questions
What accounting services do you offer?
We provide tax compliance, financial planning, small business accounting, management consulting, and estate planning services tailored to individual and organizational needs.
How are you different from other accounting firms?
We combine regional firm resources with personalized service, maintaining long-term client relationships and offering multidisciplinary expertise across accounting and business strategy.
Which geographic areas do you serve?
We primarily serve Central Florida businesses and individuals, with convenient access between Orlando and Tampa from our Lakeland office location.
Do you offer payment plans?
Payment arrangements are available - please contact our office directly to discuss billing options and payment scheduling.
