What If Someone Managed Your Overseas Move?
Meet Sarah and Dylan Johnston from Denver, Colorado. The Johnston’s are founders of a successful natural food brand who decided to step back from day-to-day operations to focus on family…
Read MoreChristine M. Prins Named Shareholder at Origin CPA Group
Origin CPA Group is proud to announce that Christine M. Prins, Operations Manager, has been named a Shareholder, effective April 1, 2025. As a key leader at the firm since…
Read MoreWhat If Someone Else Found Your Childcare?
Meet Ben and Chloe Olsen* from Orange County, CA. The Olsen’s always knew they wanted to raise their children with a strong connection to both their French and American heritage.…
Read MoreWhat If Someone Else Managed Your Property’s Tax Exemption?
Meet Mark and Lisa Reynolds* from Texas. The Reynolds’ purchased their dream property—a sprawling piece of land—they were thrilled about the open space, fresh air, and potential for a small…
Read MoreWhat If You Had Someone to Organize the Details?
Meet James Robbins*, after decades of building a successful business, he was finally ready to retire. James had recently sold his company and was looking forward to a well-earned break—traveling,…
Read MoreWhat 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,…
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