Our Services

Our firm is a full service accounting, tax, investments, and financial planning* firm. We are members of the American Institute of Certified Public Accountants and the Georgia Society of CPA's.  As a CFP ® Ahmed H. Zaki is also a member of the Certified Financial Planners Board of Standards.

Accounting
♦ Financial statements preparation
♦ Payroll preparation including Direct Deposit and Electronic Tax Payments

Taxes
♦ Tax Planning
♦ Federal and multi State tax preparation for individuals and
businesses
♦ International Taxation
♦ IRS Representation
♦ Payroll, Sales, and Property tax return preparation

Investments and Financial Planning *
♦ Brokerage Accounts - Stocks, Bonds, and Mutual Funds
♦ Life Insurance & Annuity Products
♦ Retirement Strategies
♦ Business Retirement Plans 
♦ Individual Retirement Accounts (IRAs)
♦ College Planning
♦ Investment & Portfolio Management
♦ Estate Preservation

While developing a customized financial investment program, we will walk you through a step-by-step process that will make you feel confident in your decisions based on your financial goals. We can help you execute a sound comprehensive financial program utilizing eight Wealth Management Solutions dealing with many of the most important financial aspects you and your family will face during various stages of life.

* These services are offered by Ahmed H. Zaki through his affiliation with H.D. Vest Investment Services SM and H.D. Vest Advisory Services SM.

    

 

We are Client Centered & Will Serve You Well