Brenda Fernandez – Family Office Assistant WHY DO YOU THINK FAMILY OFFICE SERVICES ARE IMPORTANT? Family Offices streamline administrative tasks, allowing families to focus on their priorities. We can take…
Read MoreLife 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 Origin…
Read MoreGiving 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 MoreI’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 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 MoreThere 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 MoreHow 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 MoreStaying 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 MoreJennifer 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 MoreEmily 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…
Read MoreKeeping up with your financial matters, bill pay, and appointments can be a full-time job. While hiring a personal assistant can help free up your time, it might not be…
Read MoreNon-qualified stock options can easily burn a hole in your pocket. The temptation to exercise can be strong, especially as excitement grows within the company! But exercising should not be…
Read MoreChristine Prins, Operations Manager How long have you worked at Origin CPA Group? I have worked at Origin CPA Group for 17 years! What does your job entail? As operations manager,…
Read MoreHow is it that the smallest, most mundane tasks can take up so much time? If you’ve ever asked yourself this question, you’re not alone. Many of our clients report…
Read MoreIt is hard to believe that six months have gone by since we were anticipating the big announcement of our name change. The process was a lot more introspective and…
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