NAPLES — Capital Care Group Certified Public Accountants, an accounting, tax, and financial planning services firm with two offices in Southwest Florida, has merged with Fort Myers-based accounting firm Wallace & Associates.
The firms joined forces in December, according to a statement. Terms of the deal weren’t disclosed.
“We are excited to have Gary and the entire team at Wallace & Associates join us,” Capital Care Group Managing Partner Steven Phillips says in the release. “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. 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.”
Capital Care Group has a team of CPAs —Phillips, Cheryl Deavers, Brian Ellegard and Mary Lewis-McLaughlin — who have been serving the community for over 30 years, the release states, “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, meanwhile, 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, the release states. It also offers 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,” says Wallace, president and shareholder of Wallace & Associates, in the statement. “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.