“Our expertise helps small businesses thrive, empowers high net worth individuals to
secure their financial future, support all clients in reaching and maintaining new heights of success.”
– Jarrett Perry CPA, CGMA
PROPER REPRESENTATION
Sports Accounting
We are focused on providing a white glove service that is in the best interest of our talented clients. We are a known leader in this niche service and are “writing the book” by taking new and successful tax positions and refunding erroneously overpaid taxes. The firm focuses on providing each client personalized and tax efficient plans, geared towards client specific goals that can be monitored and adjusted in “real” time.
EXPERT BACKGROUND
About Us and Partners
Our Partners, including founder, Jarrett A. Perry CPA CGMA and Michael Merritt CPA, have over 40 years of combined Certified Public Accounting and Tax services experience. We are leaders in our fields and have gained a reputation for successfully taking new tax positions that have saved our clients considerable amounts of money. Click below to discover more.
modern strategy
Services & Strategies
Perry CPA & Group, LLC provides exceptional accounting, tax, and financial services, personalized for each client’s unique financial plan. We strive to go beyond the traditional scope of a CPA firm by offering comprehensive financial planning solutions through our registered investment advisory firm, Coastal Way Financial Group, LLC.
WHAT WE DO
Personal Service & Expertise
Perry CPA & Group, LLC’s mission is to provide our clients with a successful financial foundation by providing the necessary tools, knowledge, resources, and strategies for continued financial growth and asset protection to ensure clients achieve the short- and long-term goals set forth.
PERFECT SOLUTIONS
Accounting, Tax Planning & Preparation Chartered Global Management Accounting
Perry CPA & Group, LLC provides exceptional accounting, tax, and financial services, personalized for each client’s unique financial plan. We strive to go beyond the traditional scope of a CPA firm by offering comprehensive financial planning solutions through our registered investment advisory firm.
Our goal is to assist our clients in achieving their long-term financial objectives, optimizing their wealth, and safeguarding their financial well-being. Through our integrated approach, we aim to be a trusted partner and valuable resource, combining our expertise in accounting, taxation, and investment advisory to provide holistic financial guidance tailored to each client’s unique circumstances.
OUR NEWSROOM
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