About The Innovative CPA Group, LLC
The Innovative CPA Group, LLC is a certified public accounting and consulting firm located in Trumbull, CT, dedicated to providing innovative financial thinking and guidance. They offer a comprehensive range of services for both individuals and businesses, including expert tax preparation and planning, audits, reviews, and compilations, as well as specialized services like fiduciary accounting, international taxation, and IRS representation. Known for their collaborative approach and commitment to cutting-edge technology, The Innovative CPA Group helps clients navigate complex financial landscapes and uncover paths to success all year long. Their services include consulting, bank financing assistance, business succession planning, and Certified QuickBooks Pro Advisor support.
Website: https://www.innovativecpagroup.com/
Founded: 2017
Office Locations
- Trumbull, CT
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 5
- Total AUM Audited: $102.5M
- 401(k): 5 plans, $102.5M AUM
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| RICHMAN REAL ESTATE INVESTMENTS, INC. 401(K) RETIREMENT PLAN | RICHMAN REAL ESTATE INVESTMENTS, INC., CT | $59M | 171 |
| SOLUTIONS MANUFACTURING 401(K) PLAN | SOLUTIONS MANUFACTURING, CT | $17M | 41 |
| A3 TECHNOLOGY, INC. 401(K) PLAN | A3 TECHNOLOGY, INC., NJ | $15M | 156 |
| MICROBEST, INC. 401(K) PROFIT SHARING PLAN | MICROBEST, INC., CT | $9M | 211 |
| NEW ENGLAND YANKEE CONSTRUCTION, LLC RETIREMENT PLAN | NEW ENGLAND YANKEE CONSTRUCTION, LLC, CT | $2M | 56 |