Financial strength isn’t limited to taxes and accounting.

Expertise you can trust. At Origin CPA Group, we have evolved our services to meet the changing financial needs of our clients. As with everything we do, our consulting services are backed by decades of proven experience.

Our Proactive Meeting Rhythm services include:

Business Valuations

We have performed many business valuations over the years for a variety of reasons including gifting assets, when an estate owns business interests, divorce, or buying or selling a business.

Business Consulting

We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically strong.

Non-profit Consulting and Support

We can help you stay compliant on all tax, accounting, donor communication and public support rules and regulations.

Divorce Consulting

We have many years of experience consulting with clients and attorneys on divorce issues. In addition to valuing businesses in a divorce and performing asset tracking analysis, we can provide financial analysis of maintenance, child support, and property divisions.

Business Entity Selection

Choosing the best entity for your business is a crucial decision that can have longstanding tax implications. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Buying/Selling a Business Consulting

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. We can guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

Executive Advisory Services

We can help your company’s management team develop and evaluate compensation and benefit plans and specific strategies to facilitate future growth and success of your business.

Pension and Profit-Sharing Consulting

We can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.

Fraud Prevention and Detection

We use accounting and auditing skills to provide an analysis of financial records in conjunction with fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices.

Estate Planning

We can guide you through the complexities of estate planning to ensure the orderly transfer of assets to your beneficiaries while reducing or eliminating the tax due.

Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

Investment Review

We can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.

Attorney Support

We have the tax and legal expertise to support attorneys in reviewing the financial and tax impact of legal documents including operating agreements, buy/sell, shareholder agreements, deferred compensation and equity plans.

Expert Witness/Litigation Support/Forensic Accounting

Our level of competence and experience allows us to provide forensic accounting services and function as expert witnesses in legal cases.

Employee Benefit Plans

We can assist with the development, implementation and administration of your employee benefit plan.

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For an even higher level of service,

explore Origin Concierge.

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