Origin Cpa Group
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.
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Verified contacts
25
available on Kipplo
LinkedIn employees
25
11 to 50 range
Open roles
—
no listings
Distinct roles
16
indexed titles
Tech stack
1
tools in use
Monthly traffic
76
organic / mo
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Decision-makers and verified team members
25 contacts with verified email or phone · masked until revealed.
- JW
Jennifer Wenande
Program Director · General Business & Management
EmailPhone - PV
Pam Vogel
CPA Shareholder · Finance & Accounting
EmailPhone - EH
Emily Hellwig
Tax Manager · Finance & Accounting
EmailPhone - ER
Emily Rivers
Client Communications Coordinator · Customer/Client Service
EmailPhone - JL
Jessica Long
Origin CPA Group · Other
EmailPhone - KW
Kayla Weese
Tax Manager · Finance & Accounting
EmailPhone - AS
Alanna Savor
Client Communications Coordinator · Customer/Client Service
EmailPhone - AS
Ashley Schumann
Tax Assistant · Finance & Accounting
EmailPhone - EL
Emily Lawrence
Tax Consultant · Finance & Accounting
EmailPhone
Showing 9 of 25 verified contacts
Top roles at Origin Cpa Group
16 distinct titles indexed · top 10 shown.
- 4client communications coordinator
- 3origin cpa group
- 3tax associate
- 2personal assistant
- 2tax manager
- 1&'
- 1&,
- 1administrative coordinator
- 1cpa shareholder
- 1executive administrator
- +6more titles
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