TAG does not do taxes or tax planning. We work in partnership with CPAs in the prudent oversight of family accounting matters. Not only do we help fulfill CPA requests within the family, but we also keep the CPA abreast of relevant events in the families life.

Value To the CPA

• Controller-level point of contact at client
• Reliable client data
• Customized reporting for planning needs
• Better client visibility

Value to the Client

• Timely & accurate reporting
• Scalable accounting resource
• More free time & financial peace of mind