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Let's Work Together to Make Your Numbers Work for You

At Capital Care Group Certified Public Accountants (CCGCPAS), we are committed to providing exceptional financial planning and accounting services to our clients in Southwest Florida. Since our inception over 30 years ago, we have been dedicated to making the complex world of finances, taxes, and accounting simple for our clients, allowing them to focus on their businesses and personal lives.

Our Story

CCGCPAS has grown significantly over the years, with our recent merger with Mary E Lewis-McLaughlin, P.A., in Fort Myers. This merger has enabled us to better position our clients to achieve financial stability and growth by adding to our impressive team of professionals and strengthening our position as a top financial firm in the region.

Our Mission

Our mission is to provide personalized financial guidance to individuals and businesses, helping them achieve their financial goals and capitalize on new opportunities. We take the time to get to know our clients, their motivations, and goals, and provide accurate information and insight to coordinate their business and personal finances.

Our Services

We offer a wide range of services, including:

  • Business Services: Small Business Accounting, Bookkeeping Services, Payroll, Part-Time CFO Services, Forensic Accounting, Cash Flow Management, Bank Financing, Business Advisory Services, Succession Planning, New Business Formation, and Non-Profit Organizations
  • Tax Services: Individual Tax Preparation, Tax Preparation for Businesses, Tax Planning, Estate & Trust Tax Services, Tax Relief, IRS Audit Representation, Non-Filed Tax Returns, Back Taxes Owed, Payroll Tax Problems, and IRS Payment Plan
  • QuickBooks Services: Setup, Training, and Tune-up
  • Other Services: Life Events, Business Strategies, Investment Strategies, Tax Strategies for Business Owners, and Tax Strategies for Individuals

Our Team

Our team of professionals, led by Steven Phillips, CPA, Managing Partner, is committed to providing exceptional service to our clients. We strive to build long-term relationships with our clients, and our team's extensive experience and expertise enable us to provide personalized guidance and support.

Our Values

Our firm is built on three underlying principles: expertise, integrity, and exceptional service. We are dedicated to providing outstanding service to our clients, and our values guide our actions and decisions every step of the way.

Client Reviews

We strive to provide the best possible service for our clients. We would love to hear from you and share your experience with others.

Reviews (2)
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Positive: Marybeth is praised for her professionalism, expertise, and excellent communication skills by some clients.
Negative: Marybeth is criticized for poor communication, lack of responsiveness, and unmet expectations by one client.

Accounting Services Review Summary

Communication Issues

Taylor Blaine's review highlights the poor communication skills of Marybeth, which led to a lack of responsiveness and unmet expectations. Despite initial professionalism, Marybeth failed to respond to emails and phone calls, causing frustration and delay in completing the job.

Professionalism and Expertise

On the other hand, David Jones and Tami Carr's reviews praise Marybeth's professionalism, expertise, and excellent communication skills. They highlight her staff's knowledge, prompt assistance, and Marybeth's personal involvement in resolving issues.

Trust and Recommendation

Trust and recommendation are key takeaways from the positive reviews. David Jones and Tami Carr highly recommend Marybeth's services, citing her expertise, professionalism, and ethical standards. In contrast, Taylor Blaine would not recommend Marybeth due to the poor experience.