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Services
- Bill Pay
- Family Office
Technology
- Plumb Bill Pay App
- Sage Intacct
  - Family Office
Our Process
Resources
- Case Studies
- FAQ
- Blog
About
- Leadership Team
- Join our Team

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BILL PAY AND FAMILY OFFICE ACCOUNTING SERVICES

We deliver financial peace of mind by assisting high-net-worth individuals and family offices know where their money is going, so their trusted advisors can effectively manage it. Using our advanced technology combined with a personalized touch, we collaborate with our clients' trusted advisors to deliver the highest quality of data and financial insights. This comprehensive view of their financial landscape empowers them to take control of their wealth, laying the groundwork for successful financial planning.

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Locations:

Cailfornia

1227 Prospect Street
Suite 200
La Jolla, CA 92037

New York

1 Rockefeller Plaza
10th Floor
New York, NY 10020

Tax Support and Audit Disclaimer

Our services are focused on providing unaudited financial statements, documentation, and other information to clients, Certified Public Accountants (CPAs) and other professionals for their use in providing services to their clients. We do not prepare tax returns, offer tax advice, or represent individuals or businesses before the IRS or any other tax authority. Our financial statements are not audited and should not be relied upon as such. We assist in the organization and delivery of financial data. We do not provide interpretations, recommendations, or calculations related to tax filings or other business matters. It is our client’s responsibility to review all information provided for accuracy and completeness before submitting it to your CPA or tax professional. Any questions or concerns regarding your tax return should be addressed directly with your chosen tax preparer or advisor. By using our services, you acknowledge that we do not assume responsibility for the final tax filing or any outcomes related to it.

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