Help Wanted: I Need a Personal Assistant
I’m feeling overwhelmed and need someone to assist with my financial and personal affairs. Required job duties include the following: Meeting with financial advisors on my behalf Helping track my…
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Corporation
Origin CPA Group manages complex financial scenarios for individuals and their families, providing tax expertise and personal management support that make your time and money truly yours to spend.
With you as our sole focus, we deliver an elevated client experience that proactively addresses the unique complexities you face. We take care of the details, so you can live freely and fully in the moment.
If you are seeking a CPA firm to provide you with stability, continuity, and unsurpassed tax expertise, you’ve found your starting point with Origin CPA Group.
WHY ORIGIN CPA GROUP
Take Back Your Time
You need expertise working on your behalf and administrative leadership looking out for you, so that the details and logistics don’t take more of your time.
Simplify Your Life
Consistency brings efficiency. We’re a lifelong CPA partner that will bring you stability thanks to our long-term expertise.
Make Informed Decisions
We bring integration into the wide scope of your personal and professional life, aligning the decisions that are made today with the goals that are set for the future.
Who We Serve
Who We Serve
Our clients are successful individuals and families who seek a CPA group with tax expertise that can manage their complex financial needs. Typically, our clients have a net wealth of $20M+ and enjoy multiple homes and traveling. Many are business owners who are supported by a team of financial and legal professionals.
What to Expect
What to Expect
Upon receiving your inquiry, we will schedule a call to learn about your specific needs and concerns. Our next step is to assemble a team to best support you. After introducing you to your team, we will present our plan to support you and your family. Our goal in every situation is to exceed your expectations.
Personal Management for the Life of Your Family.
A lifelong partner for the details, challenges, and nuances of complex family office scenarios for individuals and their families.
Family Office