For over four decades, we’ve partnered with clients to deliver financial insights that make a meaningful – and measurable – impact. From tax preparation to providing detailed financial intelligence and strategic planning, at Origin CPA Group, we strive to become a trusted adviser – a true partner in your success. We specialize in providing tax preparation and tax planning services to high net worth individuals with complicated tax scenarios that encompasses a very high touch, client focused service model. We have limited our new engagements to those clients who have complexity and those who want a higher level of service and advising than the typical CPA. This includes a dedicated team, proactive meetings at least quarterly, team members solely dedicated to client’s service and all-inclusive pricing. That typically isn’t what’s needed for potential clients with a more straight forward tax scenario, and we completely understand that. If you’re interested in learning more please feel free to reach out to us via our website.