Convergence CPA Group
Expert Tax Compliance, Planning, and Specialty Services for Real Estate Entrepreneurs and High Net-Worth Individuals
Your Trusted Partner With Specialized Tax Expertise 
Your Trusted Partner With Specialized Tax Expertise
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. Our firm focuses predominately on the real estate industry in order to deliver a high level of expertise. We work with entrepreneurs who have achieved a significant amount of success and wealth, typically through their own efforts.
Our focus is to effectively apply decades of industry best practices, technical knowledge, and expertise in a highly customized manner, saving you valuable time and money. We recognize that lasting client trust and high-quality customer service only comes with open communications and a wealth of personal attention. We are committed to being responsive, decisive, and forward-thinking in supporting our clients as they adapt and respond to changing market opportunities and challenges.
Tax Services and Advisors
Tax Services and Advisors
- Tax planning for individuals, businesses, and families
- Tax planning for OBBBA changes
- State and local tax services
- Tax controversy services
- Cost segregation studies
- Tax accounting methods
- Repairs vs. capitalization
- Residential, commercial, industrial, retail, hospitality, flex, self-storage, and vacation rental properties
- Real estate sponsors, owners, developers, operators, investors, and construction
- Property and asset managers
- Family-owned and private equity ventures
- Specialized real estate tax compliance, planning, and consulting services
- High net worth wealth creation and preservation specialists
- Estate plan development and execution
- Business succession planning
- Charitable gift planning
- Multi-generational wealth strategies
- Private foundations and philanthropy
- Specialists in real estate, high net worth, and family offices
- Entrepreneurial mindset offering valuable solutions
- Our focus on specific industries promotes a higher level of expertise
- We offer a large inventory of best practices that save you time and money
- Cost segregation studies for accelerated depreciation
- State and local tax compliance
- Tax controversy resolution
- Accounting method optimizations
- Repairs versus capitalization analyses to maximize deductions
- Enhance cash flow
- Minimize tax liabilities for clients.
- Planning, and consulting across the full property investment lifecycle,
- Including cost segregation,
- 1031 exchanges,
- Multi-state planning,
- Opportunity Zones,
- FIRPTA compliance, and
- Automated K-1 delivery for developers, investors, and managers.
- Personal CFO and bookkeeping support (including bill pay, payroll, and financial statements)
- Philanthropic strategies
- Multi-generational wealth preservation
- Access to a network of experts for high net-worth families
- Family-owned businesses
- Unique family offices aiming to protect, enjoy
- Transfer wealth across generations.
- Specialists in real estate tax
- Partnerships
- High net-worth individuals
- Estate planning—who deliver personalized tax compliance
- Strategic planning
- Client-focused solutions with a commitment to efficiency
- Long-term relationships.