Personalized Financial Services for Your Business
We are here to help you and your business. From all the accounting needs you might have to tax planning for your upcoming goals, we're here to help you achieve your dreams.
We will work with you to analyze your financial data, develop proactive strategies and track performance to grow your bottom line.
Our primary objective is to provide you the financial visibility needed to make better financial decisions. To that end we will maintain proper records of your accounts, prepare financials, and analyze the information with you.
Do not overpay your taxes. Let us identify and develop tax saving strategies to minimizing taxes for you while remaining in compliance with IRS rules. Our services include tax planning, IRS problem solving, crypto taxation, and tax preparation.
Wealth Management Services
We have partnered with experienced wealth advisors to assist high-net-worth individuals, small-business owners and families with a minimum investment of $250,000 to build flexible plans designed to grow and protect their wealth.
We opened our doors in 2014 to provide reliable, expert accounting and tax preparation services. We also aspire to build relationships with our clients as their trusted business partner.
We only use the latest tax software for the most efficient processing of your tax preparation forms. You can also get your timely tax refunds via e-file. Whether you’re an individual taxpayer, a small business owner, or an individual with complex tax needs, we have the expertise necessary to handle the job.
We also provide independent accounting services for sole proprietors and small businesses.
Mission and Vision
Our commitment to our clients is to serve with integrity and high ethical standards while exceeding expectations. We expect our clients to be open, honest, and to view our relationship as a collaboration, where we strive for the best possible solutions.
Services Offered by ZiTa Financial
Our principal lines of businesses are CFO, Accounting, Tax and Wealth Management services. The
following is a detailed list of services including description of each services:
As outsourced Chief Financial Officer, our primary responsibilities include analyzing financial data, developing proactive strategies and tracking performance outcomes to manage financial risk and grow clients’ bottom line with an eye on the future.
As experienced tax professionals, we assist clients to identify opportunities and develop tax saving strategies with a focus on minimizing taxes while remaining in compliance with IRS rules. In additional to tax planning, ZiTa assist clients with IRS problems, tax preparation for individuals and business, and cryptocurrency taxation.