Moving Beyond Numbers
Founded in 2017 by Lauren Shugrue and Charles D. Smith, The Innovative CPA Group (ICG) is a premier accounting and advisory firm providing tax, accounting, fiduciary, audit, and consulting services to individuals, families, and businesses with complex financial needs. Headquartered in Shelton, Connecticut, with additional offices in Florida and Massachusetts and global operations in India, ICG serves clients across the United States.
Through a collaborative approach and strategic use of technology, ICG delivers efficient, forward-thinking solutions while maintaining a high level of personalized service. Clients rely on the firm for trusted guidance, responsive support, and proactive planning as they navigate sophisticated financial decisions.
Let’s make it count.
Our Mission
Our mission is to help our clients achieve their goals by providing the highest quality professional services. We align closely with our clients’ needs to ensure financial success, recognizing that responsiveness and personal attention to each client are crucial to our shared success. We are committed to delivering innovative guidance, strategic planning, and effective solutions, generating value for our clients through continuous investments in our talented team and cutting-edge technology.
Our Firm Vision
Our vision is to be recognized as trusted advisors and a premier CPA firm known for offering expert guidance and innovative solutions to businesses and individuals. We aim to instill financial confidence and success while providing a working environment that fosters the growth and success of our team members and promotes a culture of giving back to our community.
Services for Businesses
- Audits, Reviews & Compilations
- Business Consulting
- Outsourced Accounting & Controller Services
- Cost Segregation Studies
- Commercial Real Estate Consulting for Owners, Developers, Investors
- Audits of 401(k) Plans
- Tax Preparation & Planning
- Accounting Software Selection & Implementation
- Bank Financing Assistance
- Buying & Selling a Business
- Business Succession Planning
- IRS Representation
- Pension & Profit Sharing Plans
- International Taxation
- Certified QuickBooks Pro Advisors
- Back Office Accounting & Bookkeeping
Services for Individuals
- Tax Preparation & Planning
- Estate & Trust Tax Preparation
- Estate Planning
- Financial Planning
- Consulting Services
- International Taxation
- IRS Representation
- Retirement Planning
