Tax planning and preparation of tax returns for some clients is in conjunction with their CPA firm, including completion of tax organizers and schedules or returns; for others our firm prepares tax returns. We provide document and record management, sorting and filing of the family and business records, research and planning and other complementary services.

Preparation of personal and business financial statements and other reporting documents. We believe budgeting and planning is essential in achieving financial success and provide assistance in creating budgets, projections and monitoring reports.

Our services are customized to meet the needs of each and every client. If we do not offer a service we will refer you to a professional who can.

Jaguar Group provides property and project management, including purchases/sales of assets, financing, and coordination of vendor services. We also provide resources for repairs and maintenance, event planning, and other financial and personal concierge needs. By paying the bills and managing financial records, we can more effectively manage the cash and capture all tax related items for tax preparation. By understanding spending we can help plan for the short term and long term needs of the family.

Additional services include bill pay, cash flow analysis, regulatory reporting, process analysis and related services. Human resource assistance, payroll support, including development and filing of employee records.

Consulting from entrepreneur idea stage to opening the doors and beyond. Jaguar Group assists in the multiple details in operating a successful business. Offering years of management experience to our clients helps jump start the new business, right the existing business, or improving the successful business; often in resource management, financial reporting and strategic planning.

Give us your To-Do-List and consider it done. From making reservations and appointments to shopping and wrapping gifts, or getting the dry cleaning, or readying the house for your return from your travels, we are only a phone call away. Our experienced Personal Shopper provides services weekdays during normal business hours and outside those hours when available at an additional fee.