What if You Could Get Your Simple Life Back?
Meet Paul Johnson*, a self-proclaimed “computer nerd” from Chicago. A few years ago, Paul struck gold when he developed an app and sold it to a large corporation. With the…
Read MoreWhat if Someone Took Over Managing Your Renovation?
Meet the Frank Family* from Chicago. Phil and his wife Cheryl, who left sunny California for the bustling city life in Chicago after their first child was born. Despite their…
Read MoreWhat if Travelling wasn’t so Complicated?
Meet John and Bernadette Murphy*, a dynamic power couple originally from Dublin, Ireland. In 2003, they moved to San Francisco, CA with a dream of opening “Murphy’s Irish Pub”. Fast…
Read MoreWhat if You Didn’t Have to Plan the Big Event?
Meet Sarah Duncan*, a female surgeon who, after a successful career, decided to dedicate her retirement to the causes she’s passionate about. Since stepping away from her profession, Sarah has…
Read MoreWhat if Someone Else Managed Your Health Insurance?
Meet Dan and Gladys Davis*, a dynamic duo enjoying their golden years surrounded by twelve lively grandchildren. With their family spread across four states, the Davises have homes near each…
Read MoreOrigin CPA Group Announces Atlas: Supporting Your World
Origin CPA Group, a prestigious accounting firm with over 40 years of experience, is proud to announce the launch of Atlas, a groundbreaking service designed to support the wealthy in…
Read MoreHow to Simplify Your Household Employee Management
Hiring a household employee, such as a nanny or chef, is a big deal. You and your family rely on this individual; it’s imperative you have the right person in…
Read MoreTEAM SPOTLIGHT: JENN WENANDE, Atlas COORDINATOR
Why do you think Atlas services are important? Many of our clients face challenging to-do lists that they struggle to address or lack the time to manage in their busy…
Read MoreTeam Spotlight: Christopher L. Denham, CPA, J.D., Shareholder
Christopher L. Denham, CPA, J.D., Shareholder What is the biggest pain point that you solve for clients? I help my clients to focus on what is most important to them.…
Read MoreCase Study: How We Helped Our Client Stop Waking Up at 2 a.m.
Client background Marie* came to us as a client through a referral from her financial advisor. She was feeling like she didn’t have anyone to help her manage her world,…
Read More4 Signs You’ve Outgrown Your Accountant
Your taxes play a significant role in your financial situation. Dealing with them shouldn’t be stressful. In other words, working with your accountant should give you peace of mind, even…
Read MorePAM EKREM VOGEL, CPA, SHAREHOLDER
Pam Ekrem Vogel, CPA, Shareholder What is the biggest pain point that you solve for clients? Navigating the complexities of the tax system and advocating on their behalf in tax…
Read MoreAre You Ready to Take Back Your Time?
When you have appointments to schedule, bills to pay, accounts to check, contractors or vendors to manage, and travel plans to book—on top of your full-time job or other responsibilities—your…
Read MoreTeam Spotlight: BRENDA FERNANDEZ, Atlas ASSISTANT
Brenda Fernandez – Atlas Assistant WHY DO YOU THINK Atlas IS IMPORTANT? Atlas streamlines administrative tasks, allowing families to focus on their priorities. We can take care of the things…
Read MoreMeet the Origin Atlas Team
Life can be…a lot. Managing things like your to-do list, properties, bills or even your mail can require time that you simply don’t have. This is why we founded Atlas…
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