Alex Z.

I have over 20 years of helping individuals starting up their business and helping them maintain accurate records in order to remain compliant with all the tax regulations and fillings. Seasoned Tax Advisor with over 20 years of extensive experience in tax planning, compliance, accounting, and business consulting for individuals, corporations, partnerships, and high-net-worth clients. Proven expertise in U.S. federal and state tax regulations, international taxation, and strategic advisory services. Adept at identifying tax-saving opportunities, ensuring regulatory compliance, and supporting clients through complex financial transactions, audits, and business transformations. Known for a consultative approach, strong analytical skills, and a deep understanding of diverse industries including real estate, healthcare, financial services, and professional practices. Highly skilled in financial statement analysis, corporate structuring, entity selection, mergers & acquisitions, and succession planning. Collaborates effectively with clients, legal teams, and financial advisors to deliver customized tax strategies that align with both short-term financial goals and long-term wealth preservation. Recognized for building long-term client relationships based on integrity, technical acumen, and trusted advisory. Core Competencies: Tax Planning & Compliance (Federal, State, International) Individual & Corporate Taxation IRS Representation & Audit Support Accounting & Financial Reporting Business Advisory & Consulting Entity Structure & Reorganizations Estate, Gift & Trust Tax Strategies Mergers, Acquisitions & Due Diligence Cross-border Taxation & Expat Services GAAP, Tax Research & Reporting Tools Certifications & Tools: EA Quikcbooks ProAdvisor Proficient in QuickBooks, CCH Axcess, UltraTax, Lacerte, and Microsoft Excel