Our financial services cover personal finance, investment tracking and tax. From bill pay, collection of income, and banking services, to cash flow management, budgeting and reporting, services are specific to the individual client.


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.

* Bill Paying * Banking
* Account Reconciliation * Cash flow/Transaction Reports
* Budgeting & Planning * Financial Reporting
* Collection of Revenues * Record Management
* Sort, file & store records * Monitor Regular Payments,
(real estate taxes, estimated tax payments, etc.)
* Investment Tracking & Reporting * Monitor Asset Allocation
* Gather/Prepare data for CPA * Prepare Tax Schedules
* Review Returns * Analysis & Special Projects

Our management services consist of coordination of services with legal counsel for estate, trust planning, philanthropic planning and giving for our private service clients. By maintaining important records we successfully act as conduit between the individual or business owner and their attorney or other advisors.


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.

* Coordinate professional services * Maintain important records
* Monitor important dates * Purchase/Sale of Assets
* Analysis and planning * Arrange repairs/maintenance
* Assist extended family * Special projects and more

Jaguar Group offers business accounting and consulting services. Accounting services include reconciliations through financial reporting.


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.

* Coordinate professional service * Bill paying
* Banking * Account reconciliation
* Prepare financial statements * Prepare regulatory reporting
* Analysis and planning * Business Consulting
* Human Resource assistance * Payroll and payroll reporting
* Sales Tax reporting * Special projects and more

Our concierge services and personal shopper services serve both individuals and corporate clients. Our clients come from all walks of life and backgrounds with one common thread, they are all incredibly busy and are prioritizing their lives — outsourcing tasks to free up their time budget. Our associates and partners provide solutions, services and freedom from burdensome chores.


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.

  Clothing and accessories   Banking
  Home furnishings   Dry cleaning
  Gifts - including gift wrapping   Post office or package delivery
  Anniversaries   Forgotten homework or lunch
  Birthdays   Pharmacy pickup
  Wedding or New Baby OTHER ACTIVITIES
  Holidays   Appointments for home repairs
  Employee Recognition   Invitations for personal events
  Thinking of You   Household Management

  • Financial Reporting
  • Bill Pay Service
  • Investment Tracking & Reporting
  • Maintain Family Records
  • Monitor Important Dates
  • Purchase/Sale of Assets
  • Analysis and Planning
  • Tax Reporting
  • Assist Extended Family
  • Business Consulting
  • Property Management
  • Personal Concierge
  • Household Management

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