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Advisory Services

Offering a robust line of productsto meet your personal and business needs

Dedicated to helping new business owners launch with confidence and clarity

All engagements begin with an advisory relationship and problem-solving strategy for our clients.

Are you looking for a strategic advisor–someone who can assist you in structuring, planning, and understanding the “big picture”, so that you can feel confident about the road ahead?

In today’s tax environment, there are incredible opportunities for tax savings for those who plan wisely and proactively.  At Zion & Company, Inc., our ideal client relationship is one that allows us to combine strategic planning and advisory services with the more typical CPA firm functions like tax return preparation and bookkeeping. 

Whether you are a new or seasoned entrepreneur or a high net-worth individual, we are proud to offer a wide range of advisory services that add tremendous value for our clients.