Team 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 MoreTeam Spotlight: PAM 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…
Read MoreA Shared Journey: How the Origin Team Supports Our Local Community
Giving back to our local communities has always been the cornerstone of who we are at Origin CPA Group. Our firm has donated to local nonprofit organizations for decades, both…
Read MoreHelp 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…
Read MoreHiring a Personal Assistant? Avoid These Pitfalls
Hiring a personal assistant may seem like a simple solution to streamlining your financial and personal affairs. However, if you don’t do it right, you could end up with tax…
Read MoreWhat to Consider When You Have Multiple Trusts
There are many reasons why you might use multiple trusts. Doing so, however, can result in a significant administrative burden. At a minimum, each trust will have to file a…
Read MoreTeam Spotlight: John Dicken, JD, Tax Principal
How long have you worked at Origin CPA Group? I started as an intern in January 2016 and joined the Origin CPA Group firm full-time in the summer of 2017.…
Read MoreHow to Know If You Have a Proactive CPA
Staying ahead of potential issues is one of the keys to reducing your stress in life, but this can be difficult when managing your tax and financial affairs. It’s easy…
Read MoreTeam Spotlight: Jennifer Pundzak, Client Communications Coordinator
Jennifer Pundzak, Client Communications Coordinator What do you like most about your job? The team. The people I work with, our CCC team, Pam, and everyone is fun, funny, nice,…
Read MoreTEAM SPOTLIGHT: Emily Hellwig, Tax Manager
Emily Hellwig, Tax Manager How long have you worked at Origin CPA Group? I have worked at Origin CPA Group for 7 years! What is the best career lesson you…
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