Convergence CPA Group
Expert Tax Compliance, Planning, and Specialty Services for Real Estate Entrepreneurs and High Net-Worth Individuals
Convergence CPA Group provides tax compliance, planning, and specialty services to mid-size businesses, family offices, and high net-worth individuals with a focus on the real estate industry.
About
Convergence CPA Group is a professional services firm providing tax compliance, planning, and specialty services to mid-size businesses, family offices, and high net-worth individuals. Their firm focuses predominately on the real estate industry in order to deliver a high level of expertise.
They work with entrepreneurs who have achieved significant success and wealth, typically through their own efforts. Their focus is to effectively apply decades of industry best practices, technical knowledge, and expertise in a highly customized manner, saving clients valuable time and money.
Services
Specialty Tax Services
Tax planning for individuals, businesses, and families including OBBBA changes, state and local tax services, tax controversy services, cost segregation studies, and tax accounting methods.
Real Estate Tax Services
Specialized real estate tax compliance, planning, and consulting services for residential, commercial, industrial, retail, hospitality, flex, self-storage, and vacation rental properties.
Family Office Services
High net worth wealth creation and preservation specialists including estate plan development, business succession planning, charitable gift planning, and multi-generational wealth strategies.
Personal CFO and Bookkeeping
Personal CFO, accounting and bookkeeping support including bill pay, payroll, and financial statements.
Tax Planning and Compliance
Federal, International, and State tax planning, modeling, and compliance services.
IRS Tax Controversy
Tax controversy services including audit readiness, IRS examination support, and penalty prevention.
