The Accounting Group

TAG Home Office provides varied administrative and support services that enable our clients to more effectively manage their financial lives, reduce their time spent on routine tasks and enhance the quality of their lives.

Services - TAG Home Office understands the value of quality and personalized service; getting the right information in the right form at the right time. Developing and acting on a solid plan helps keep you informed and feeling secure.

TAG Home Office’s broad range of services includes:

Timely Bill Payment
Cash Management
Banking and Credit Management
Year End Tax Binder
Trust Administration and Accounting
Performance Measurement
Personal Financial Reports on a monthly or quarterly basis
Insurance Coordination
Travel arrangements

Concise Communication - TAG Home Office provides you with regular, customized, easy to understand reports. These reports are structured to provide you with a snapshot view of your finances, short term and long term goals, and issues for your attention, providing you with concise financial information.

Network - For many clients, we work as part of a team with other trusted advisors, supporting a coordinated, cohesive financial plan. We also align ourselves with an extensive network of trusted and proven service providers who we can refer to clients and be brought in on an as-needed basis to meet our client’s needs.

Our network includes professionals in these areas:

Auditing and Tax
Appraisers
Aviation
Attorneys
Auto dealerships and car brokers
Banking Services
Boat / Marinas
Body Shops
Contractors
Domestic employees: nanny, housekeepers
Investment Advisors
Life Insurance
Medical providers
Mortgage services
Packing / Moving
Personal concierge services
Real estate brokers

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