Where Every Thread Works Together to Strengthen Your Financial Future

The fabric of our

financial strategies

At Citrus Group, we believe that true financial success is never one-dimensional. It’s woven from many threads—tax, accounting, insurance, legal, and wealth planning—all working in harmony. That’s why we’ve built an integrated firm that brings every piece of your financial life under one roof.

We don’t just offer services. We deliver strategies that are interconnected, intentional, and deeply personalized.

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At Citrus Group, we believe that true financial success is never one-dimensional. It’s woven from many threads—tax, accounting, insurance, legal, and wealth planning—all working in harmony. That’s why we’ve built an integrated firm that brings every piece of your financial life under one roof. We don’t just offer services. We deliver strategies that are interconnected, intentional, and deeply personalized.

What We Offer—Woven

Seamlessly Together

🧾Tax Strategy & Planning

We go beyond tax preparation to deliver proactive, year-round planning that minimizes liabilities and maximizes opportunities. Whether it’s income shifting, entity structuring, or family-based tax strategies, we help you keep more of what you earn.

📊Accounting & Advisory

From bookkeeping to CFO-level insights, our accounting team ensures your financials are accurate, timely, and actionable. We help you understand the story behind the numbers—and use it to drive smarter decisions.

🛡️Insurance & Risk Management

We assess your personal and business risks holistically, then design insurance strategies that protect what matters most—your income, your assets, and your legacy. Life, disability, liability, and business continuity coverage are all part of the plan.

💼 Business Structuring & Succession

Whether you’re launching, scaling, or preparing to exit, we help you choose the right entity, optimize ownership, and plan for smooth transitions—within your family or to outside buyers.

🧒 Family-Centered Planning

From hiring your children to funding education and retirement, we specialize in strategies that turn family life into financial leverage. We help you build wealth across generations, not just tax years.

🏛️ Estate & Legacy Planning

We coordinate with legal professionals to ensure your estate plan aligns with your business and tax strategies. Trusts, gifting, and succession plans are designed to preserve your wealth and values.

💡 Integrated Wealth Management

Our financial advisors work hand-in-hand with our tax and accounting teams to align your investment strategy with your tax plan, cash flow, and long-term goals.

Why Integration Matters

When your advisors work in silos, opportunities fall through the cracks. At Citrus Group, our integrated model ensures: No missed deductions or duplicated efforts Faster, more informed decision-making A single source of truth for your financial life A team that sees the full picture—and plans accordingly Your Life Is Complex. Your Strategy Should Be Cohesive. Let us help you weave together every aspect of your financial world into a strategy that’s strong, flexible, and built to last.