Tax & Accounting
Keeping track of your finances and making sense of your tax outlook go hand-in-hand. Let ZAG take on the responsibility, and craft strategies to help you gain greater financial flexibility.
Wealth Management
With insightful investment guidance and strategic Financial Planning support, ZAG helps individual clients find a balance between comfort in the present, and long-term financial security.
ZAG|Persona
Whether Financial Planning, Tax Planning, Accounting, or all of the above, our holistic approach to our clients unique situation ensures that you not only achieve and preserve financial well-being, but enjoy a better quality of life.
ZAG|cfo
Small businesses don’t have big budgets, but they can certainly benefit from considered financial analysis and leadership. ZAG® is your fractional CFO, designed to encourage your growth with critical financial stweardship, while eliminating your need to take on uncessary overhead.
ZAG|cpa
Our expert team of Tax and Accounting professionals comprehensively review your company’s financial DNA, precisely identifying tax responsibilities, and crafting a dynamic plan that optimizes your business for growth.