Accounting and Advisory Services
As professional CPAs, we will help you manage your taxes and finances to free your mind and time for the things and people that matter the most!
About Zaouk CPAs
The Zaouk team brings unparalleled expertise to family offices and entrepreneurs, offering a comprehensive suite of professional services.
From personal cash-flow forecasting and financial planning to tax preparation, real estate value appraisal, and accrual accounting, we address your needs to have a solid foundation to drive future growth.
Zaouk CPAs are your trusted advisers to navigate your financial landscape with ultimate precision.
Our Values
Integrity
Competence
Lifelong Learning
Objectivity
Commitment to Excellence
Relevance in the Global Marketplace
Our Approach
As the lead CPAs in New York, we take a holistic approach to business and personal taxes and finances, using your tax return as a guide for optimized financial planning opportunities.
We integrate recent changes in tax laws into your family’s financial planning, ensuring compliance, timeliness, and maximum return.
Together we explore how financial decisions change based on major life events like marriage, having children, enrolling in college, and retirement.
Implement tax strategies to address immediate issues and identify long-term savings opportunities with objectivity, integrity, and diligence expected from a expert CPA.
Our Services
Whatever your goals are, planning for the future and aligning your taxes and financial strategies with them is essential to drive personal growth and business profitability.
At Zaouk CPAs, we don’t just file taxes, we make sure your financial state is healthy, and compliant, to give you the flexibility you need to move forward in all aspects of your life!
Whether you’re a freelancer, a business owner, or have just moved into The States, our services as CPAs are tailored to fit your needs, your budget, and even your language!
Zaouk Strategy Sessions
In the Zaouk Strategy Session Series, receive a 12-month financial forecast and cashflow plan for your business. Gain a financial roadmap and the confidence for clear decision making.
Simplified Bookkeeping
We offer a bookkeeping service that includes concierge bookkeeping, a custom chart of accounts, monthly financial statements, unlimited email access, and discounted rates on annual tax reporting package.
Controlled Financial Reporting
A service providing financial clarity for your business, owner pay, and retirement. It includes simplified bookkeeping, monthly strategy sessions, cash flow forecasting, and custom tax estimates.
Fractional CFO Advisory
We'll partner with your leadership team to drive business growth through controlled financial reporting, working capital management, financial planning & analysis, treasury management opportunities, and year-round tax planning.
Certificates & Memberships
Our membership in respected organizations & licenses by the New York State Board of Accountancy signifies our commitment to maintaining the highest standards of professionalism in the accounting industry.
American Institute of Certified Public Accountants
New York State Education Department
Tennessee Society of CPAs
Value Beyond Tax Season- April 15
Reach out for a complimentary analysis of the prior year’s tax return for identification of financial planning opportunities.
Engaged clients receive a personalized financial scorecard assessed on the four fundamental pillars to unlock sustained future financial growth:
Estate planning
Investment planning
Risk management planning
Retirement and cash flow planning
We Can:
Advise on year-round financial planning services around tax, retirement, estate, risk management and investments.
Assist in navigating tax implications on life changes.
Provide you with a single point of contact for all your financial needs.
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