Our Compliance Solutions
Tax Compliance:
Ensure timely and accurate
tax filings across all jurisdictions.
Services include:
Federal, state, and local tax return preparation
Estimated tax calculations and payments
IRS audit support and representation
International tax compliance (FATCA, FBAR, transfer pricing)
Financial Statement Audits & Reviews:
Gain credibility with stakeholders
through independent assurance.
Full audits in accordance with GAAP or IFRS
Review engagements for limited assurance
Compilations for internal or lender use
Regulatory & Industry Compliance:
Stay aligned with industry-
specific regulations.
Specialized support for:
Government contractors (DCAA/FAR compliance)
Nonprofits (Form 990, grant reporting)
Healthcare (HIPAA, Medicare/Medicaid reporting)
Financial services (SEC, FINRA, SOX)
Employee Benefit Plan Audits:
Meet Department of Labor (DOL) and
IRS requirements for retirement plans.
401(k), 403(b), and pension plans
ERISA compliance and reporting
Participant disclosures and plan documentation
Sales & Use Tax Compliance
Simplify multi-state tax obligations and avoid costly penalties.
Our services include:
Nexus analysis and registration
Monthly/quarterly filings
Audit defense and advisory
E-commerce and SaaS tax compliance
Regulatory & Industry Compliance:
Stay aligned with industry-
specific regulations.
Specialized support for:
Government contractors (DCAA/FAR compliance)
Nonprofits (Form 990, grant reporting)
Healthcare (HIPAA, Medicare/Medicaid reporting)
Financial services (SEC, FINRA, SOX)
Internal Controls & Risk Management
Protect your business from fraud and financial misstatements.
We provide:
Internal control assessments and design
Fraud risk evaluations
SOX 404 compliance for public companies
Business Licensing & Entity Compliance
Keep your business in good standing with local and state authorities.
We handle:
Annual report filings
Business license renewals
Registered agent services
Corporate governance support
Cybersecurity & Data Privacy Compliance
Ensure financial data security and regulatory readiness.
We assist with:
SOC 1, SOC 2, and SOC 3 reporting
GDPR, CCPA, and ISO 27001 readiness
Financial system security audit
Why Choose Citrus Group?
CPA-led expertise with industry-specific knowledge
Integrated legal, tax, and advisory services
Cloud-based tools for real-time compliance tracking
Scalable solutions for startups to enterprises
Ready to Simplify Compliance?
Letโs take the complexity out of compliance.
A small business owner worked with a CPA, a separate financial advisor, and an insurance broker.
Tax strategies werenโt aligned with investment decisions, and the business lacked proper succession planning.
Conclusion: The Future
of Financial Services Is Integrated
In a world where financial decisions are more interconnected than ever, the traditional model of fragmented advice is no longer enough. A CPA firm that surrounds clients with a cohesive, expert team offers a smarter, more strategic path forward.
Citrus Group is a full-service CPA firm offering accounting, audit, tax, financial planning, insurance, and advisory services. We help individuals and businesses simplify complexity, reduce risk, and build lasting success.
๐ (888) 530-1930
๐ www.citrusgroupglobal.us
โ๏ธ [email protected]
๐ https://citrusgroupglobal.us/letstalk
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 โ 16500 San Pedro Ave Suite 295 San Antonio, TX 78232
Tel โ(888) 530-1930
Mailtoโ [email protected]
United Kingdom
Address โ City Reach, 5 Greenwich View Place, London E14 9NN
Tel โ +44 20 3930 8008
Mailtoโ [email protected]
Africa
Address โ Ding City Carrefour Constantin, Matam, Conakry, Guinea
Tel โ +224 626 491 724
Mailto- [email protected]
Citrus Group Global T/As Citrus Group.
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