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 Investment Adviser 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 uniquely qualify him to offer comprehensive advance tax and business consulting as well as investment and retirement 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 Portfolio. All 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 Letters, Financial Calculators, Articles, and E-Seminars available to you in the Learning Center section.
We are Client Centered & Will Serve You Well
Calculators
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?