Your Versatile Tax Planner Who Excels in More Than Tax

Tax strategy, tax-smart financial & retirement planning and more.

Save Your Tax For The Current Year And Years Ahead

Meeting with your CPA once per year at tax return season won't achieve maximum tax savings, because your tax return is just a reflection of the previous year's tax moves you already made or didn't make. It's usually the actions and strategies you plan the year(s) ahead that will impact your tax return result the most. For people with more complex income situation below, tax planning is especially critical.

  • Real Estate Investors

  • Stock Traders

  • Self Employed

  • Small Business Owners

  • High-Earners

  • Dual Status Tax Payers

How We Can Help You

  • Previous Tax Return Review

    We will review your past tax returns to identify big loopholes or missed opportunities.

  • Holistic Financial Strategies & Advice

    With our versatile expertise, we would share with you holistic financial strategies beyond tax to help you achieve your long-term financial goals in a faster way.

  • Year-Round Support & Implementation

    After the tax planning engagement, your tax planner is also available to provide you with the support you need throughout the implementation journey.

  • Tax Saving Plans & Roadmap

    We will present comprehensive strategies and tactics to lower your tax bracket or tax liabilities in future tax returns.

Choose a Tax Planner Who excels in More Than Tax

  • Well-Rounded Tax Saving Plans

    Our expertise extends into many other areas beyond tax. We blend our core competency in tax with other financial expertise like financial investment, insurance, and retirement to bring more well-rounded tax saving plans than normal tax planners.

  • Customized Solutions, Affordable Price

    No two people's tax saving plans should be the same. Our goal is not to sell you universal tax saving plans but learn your unique needs & goals and find you the best solutions so that the benefits easily outweigh the costs.

  • Collaborative Process, Education Focus

    We believe in educating you with the "ins and outs" of our recommendations so that you make well-informed decisions. We will use the language that you can understand to turn a stressful tax planning process into a pleasant experience.

  • National Coverage, International Expertise

    We serve clients across the United States and we are a team with an international background. This unique mix gives us an added specialization to assist clients with cross-state or international taxation needs.

How It Works

  • Request Your Free Initial Consultation

    Tell us your needs and we would listen to your story with an open mind. This is a FREE 15-minute consulting session but a critical one for us to understand your needs and evaluate the best way to help you. "

  • Upload Your Documents For Evaluation

    Fill up a questionnaire regarding your needs and goals and send your tax documents to your tax planner through our Secure Portal so that we could review and deep dive into your tax situation.

  • Planning Call & Recommendation Letter

    Meet your tax planner for the planning call(s) during which we would understand your financial story at a deep level and walk you through our recommended plans. Our recommendations will also be documented in a written format so that you can reflect back on them at any time.

  • Ongoing Support & Implementation

    Optimizing your tax situation is an ongoing effort and we're here to support you along the way. After the plan has been shared, your tax planner is available to you on an as-needed basis for support as you go along your journey.

What Our Clients Say

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Ryan Vandenack
Client
Ryan Vandenack
Client

I was referred to Zhou Agency from a friend and have never looked back. Their tax planning and advice has saved me money each year and they are always available to answer questions. After purchasing a rental property, I was concerned about managing the taxes but Jun and her team has made is very easy. Couldn't recommend them more!"

Client
Mike Fang
Client
Mike Fang
Client

I’m a small business owner and I have been working with Justine and her team over a few years now. I really appreciate the great customer services from each member I met. I also appreciate all the great accounting service from Payroll to tax return and tax planning. With their help, I can focus what I do best which is mortgage. I would recommend Zhou Agency to any business owners like me

Client
Barry Zuckerman
Client
Barry Zuckerman
Client

My wife and I have been utilizing Justine's talents for our tax planning for the last 10 years or more. She is very efficient and accurate. We enjoy visiting her and her delightful attitude. She has become a valuable friend as well. She is trusted and respected by tons of people. My Mother will utilize her this year. My Mom is almost 95 years old and she just does not trust anyone.

Client
Eva H
Client
Eva H
Client

Leah helped me on tax filing and provided me with her professional advice on tax planning. She's professional, patient and detail-oriented. Will definitely recommend her to my friend!

Client
 
 

Start Your Tax Planning Today

See how tax planning could benefit you both in the short-term and long-term. Get started for free - Talk to an expert today.