Ahmed H Zaki, CPA, PC

Certified Public Accountants & Financial Consultants

  

Welcome to our website.  For over 27 years, Ahmed H. Zaki has been providing tax, accounting and financial consulting services.  His firm offers a full range of tax planning and preparation for businesses and individuals alike.  In addition to being a Certified Public Accountant and a Certified Financial Planner®, he is also a Investments Advisor Representative and is licensed to offer Life and Health insurance and annuity products in the State of Georgia.  These multiple professional designations and various licenses uniqely qualify him to offer comprehensive advance tax and business consulting as well as investment and retirment planning for his clients. 


We have created this website to help you gain a better understanding of the tax planning and financial concepts behind retirement, estate planning, investing, life insurance, and wealth preservation.  Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

 

This website is also your gateway to your own "Client Portal".  Many of your financial and tax documents are accessible to you by using your email address and a valid password.  Feel free to go to your portal by clicking the Client Portal link found in the About Us section and entering your password.  For our investment clients with Brokerage Accounts, the website is another way to access their current portfolio and historical monthly statements.  To access your data select Market Watch and PortfolioAll Client Portal information is private and password protected.

 

It takes a  great deal of time and effort to update the content of our website.  We encourage you to visit us often and take advantage of the information found on our Tax Library, News Lettters, Financial Calculators, Articles, and E-Seminars available to you in the Learning Center section.

 

We are Client Centered & Will Serve You Well 

      

 

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Savings Accumulation

Estimate the future value of your current savings.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

More Calculators →

When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

HOT TOPIC: Why Global Investors Are Worried About European Debt

European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

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