Advisory Services
Integrated Expertise. Unified Strategy. Exceptional Outcomes.
At Citrus Group, our advisory services are built on a simple but powerful principle: when your advisors work
together, you win. We provide professionals from across disciplines—accounting, tax, financial planning,
insurance, and business consulting—to deliver cohesive, forward-thinking strategies that align with your goals
and evolve with your life. Whether you're a business owner, executive, or high-net-worth individual, our
integrated advisory model ensures that every decision you make is informed, intentional, and optimized.
What Makes Our Advisory Services Different?
Cross-Functional Collaboration
Your CPA, financial planner, insurance strategist, and business consultant work as one team—sharing insights, aligning strategies, and delivering a 360° view of your financial world.
Customized, Not Cookie-Cutter
Every plan is tailored to your unique goals, risk profile, and life stage—no templates, no shortcuts.
Proactive, Not Reactive
We don’t wait for tax season or market shifts to act. We anticipate challenges and opportunities, helping you stay ahead of change and in control of your future.
What Makes Our Advisory Services Different?
Cross-Functional Collaboration
Your CPA, financial planner, insurance strategist, and business consultant work as one team—sharing insights, aligning strategies, and delivering a 360° view of your financial world.
Customized, Not Cookie-Cutter
Every plan is tailored to your unique goals, risk profile, and life stage—no templates, no shortcuts.
Proactive, Not Reactive
We don’t wait for tax season or market shifts to act. We anticipate challenges and opportunities, helping you stay ahead of change and in control of your future.
Advanced AI-Driven Insights
At Citrus Group, we harness the power of artificial intelligence and advanced analytics to elevate every aspect of your financial strategy. Our AI-enhanced advisory platform doesn’t just crunch numbers—it uncovers patterns, predicts outcomes, and empowers you to make smarter, faster, and more confident decisions. Here’s how we integrate AI into your financial journey:
1- Real-Time Financial Intelligence
Our AI tools continuously analyze your financial data—cash flow, expenses, investments, and tax exposure—to identify trends, anomalies, and opportunities in real time. This allows us to:
Detect inefficiencies before they become costly
Optimize tax positions dynamically throughout the year
Provide instant scenario modeling for major decisions
2- Predictive Planning & Forecasting
We use machine learning models to simulate future financial outcomes based on your current trajectory and market conditions. This helps you:
Forecast cash flow and capital needs
Model retirement and estate scenarios
Stress-test your business under different economic conditions
At Citrus Group, we harness the power of artificial intelligence and advanced analytics to elevate every aspect of your financial strategy. Our AI-enhanced advisory platform doesn’t just crunch numbers—it uncovers patterns, predicts outcomes, and empowers you to make smarter, faster, and more confident decisions. Here’s how we integrate AI into your financial journey:
1- Real-Time Financial Intelligence
Our AI tools continuously analyze your financial data—cash flow, expenses, investments, and tax exposure—to identify trends, anomalies, and opportunities in real time. This allows us to:
Detect inefficiencies before they become costly
Optimize tax positions dynamically throughout the year
Provide instant scenario modeling for major decisions
2- Predictive Planning & Forecasting
We use machine learning models to simulate future financial outcomes based on your current trajectory and market conditions. This helps you:
Forecast cash flow and capital needs
Model retirement and estate scenarios
Stress-test your business under different economic conditions
3- Intelligent Tax Optimization
AI helps us identify overlooked deductions, credits, and timing strategies by analyzing your financial behavior and comparing it to thousands of similar profiles. We can:
Recommend optimal entity structures
Time income and expenses for maximum tax efficiency
Flag potential audit risks before they arise
4- Personalized Investment Insights
Our AI-driven investment tools evaluate your portfolio against your goals, risk tolerance, and market trends. We provide:
Real-time portfolio rebalancing suggestions
Tax-loss harvesting opportunities
ESG and impact investing alignment
5- Enhanced Client Experience
AI enables us to deliver faster, more personalized service. From automated document collection to intelligent reminders and digital dashboards, you stay informed and in control—without the overwhelm.
Our Core Advisory Services
Accounting & Financial Reporting
Financial statement preparation and analysis
Cash flow forecasting and budgeting
KPI development and performance dashboards
Internal controls and process improvement
Tax Strategy & Compliance
Strategic tax planning for individuals and businesses
Entity structuring and income shifting
Multi-state and international tax compliance
IRS representation and audit support
Business Advisory & Consulting
Business formation and restructuring
Succession and exit planning
M&A due diligence and integration
Operational efficiency and growth strategy
Insurance & Risk Management
Comprehensive risk assessments
Auto, Commercial, Disability, Health, Home, Life, and other lines of coverage
Key person and buy-sell agreement funding
Business continuity and liability coverage
Financial Planning & Wealth Management
Investment strategy and portfolio design
Retirement income planning
Education and legacy planning
Charitable giving and philanthropic strategy
Client Success in Action
Business Owner Tax Optimization
A client with a growing consulting firm worked with our integrated team to restructure their business into an S Corporation with a Family LLC. The result? Over $87,000 in annual tax savings, a clear succession plan, and employment opportunities for their children—all while maintaining full compliance.
Executive Retirement Planning
An executive nearing retirement engaged our team to coordinate tax, investment, and insurance strategies. We implemented a deferred compensation plan, optimized their 401(k) and IRA rollovers, and structured a charitable trust—resulting in a 24% increase in projected retirement income and significant tax savings.
Multi-Generational Wealth Transfer
A family-owned manufacturing business needed a plan to transition ownership to the next generation. We created a Family Limited Partnership (FLP), implemented a gifting strategy using valuation discounts, and established a buy-sell agreement funded by life insurance. The result: $1.2 million in estate tax savings and a smooth leadership transition across generations.
Real Estate Investor Entity Optimization
A real estate investor with multiple properties across states was facing complex tax exposure. Our team restructured their holdings into a series of LLCs under a master holding company, implemented cost segregation studies, and coordinated 1031 exchanges. The outcome: $310,000 in deferred taxes and improved asset protection.
Nonprofit Financial Sustainability
A nonprofit organization struggling with cash flow and donor retention partnered with Citrus Group for strategic advisory. We implemented a donor stewardship plan, optimized their 501(c)(3) compliance, and introduced a planned giving program. Within 18 months, they saw a 38% increase in recurring donations and a more stable financial outlook.
Who We Serve
Entrepreneurs and business owners
Corporate executives and professionals
High-net-worth families
Nonprofits and mission-driven organizations
Multi-generational family enterprises
Let’s Build Something Bigger Than a Balance Sheet
Your goals are complex. Your strategy should be comprehensive. Let Citrus help you align every piece of your
financial life into a plan that’s as dynamic and ambitious as you are.
Get In Touch With Citrus Group
See how we can help your business thrive
Our unique approach, combined with the experience and expertise of our professional team, enables us to offer innovative solutions for our clients.
United States
Address – 16500 San Pedro Ave Suite 295 San Antonio, TX 78232
Tel –(888) 530-1930
Mailto– [email protected]
United Kingdom
Address – City Reach, 5 Greenwich View Place, London E14 9NN
Tel – +44 20 3930 8008
Mailto– [email protected]
Africa
Address – Ding City Carrefour Constantin, Matam, Conakry, Guinea
Tel – +224 626 491 724
Mailto- [email protected]
Citrus Group Global T/As Citrus Group.
Connected with us:
Copyright @Citrus Group Global 2025. All Rights Reserved.