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 Avantax.

    

 

We are Client Centered & Will Serve You Well

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck