Family Office Services
Focus CPA Group provides family office services for successful individuals and families. We'll organize and manage your day-to-day bookkeeping and bill paying so you're free for other pursuits. Our bill paying services are flexible and customized to fit each client’s unique situation and specific needs.
Overseeing your daily financial affairs provides us with a comprehensive understanding of your financial and tax situation. We use this special insight to create highly-effective tax strategies to preserve your wealth. We'll make sure your personal and business bookkeeping also flows seamlessly into tax information at year-end, saving you money in tax preparation services.
When you work with us, we will help you effectively manage your wealth and will become the financial advisor you rely on for sound advice. Find out how our Brea, CA CPA firm can keep your books clean, up to date, and accurate. Call us today at 562-281-1040 or request a free consultation through our website.
Personal Bookkeeping and Billing Paying
- Managing and paying bills
- Personal bookkeeping
- Bank account reconciliations
- Transferring funds and making deposits
- Management of family-owned business entities
- Preparation of monthly financial statements
- Management of recurring transactions
- Coordination of all income tax filings and estimated payments
- Insurance evaluation
- Property management
- Household employee payroll management
- High-Net-Worth Tax & Financial Planning
- Gift, Trust & Estate Planning
- Tax Return Preparation
- Insurance Planning & Review
- Specialty Services