Our Firm
Our firm provides a wide range of tax, accounting and financial services for individuals and businesses. Our services include small business accounting, tax preparation, tax planning, IRS audit assistance, Quickbooks consulting, retirement planning, financial planning, and estate planning.
We are a Certified Public Accounting (CPA) firm regulated by the state, required to meet continuing education requirements and required to follow a strict code of ethics.
We are committed to serving our community and their financial needs all at affordable fees. Our goal is to remove the mystery from tax and financial planning.
Zach Gerrells
Zach has been a practicing Certified Public Accountant (CPA) since 2019. Zach has experience in assisting clients with accounting, tax, and financial needs including retirement, estate, and investment planning.
He graduated from the University of North Georgia in 2016 with a Bachelor of Science in Accounting. In 2017, he completed his Masters in Accounting at Liberty University. Zach also has his Series 7 and 66 FINRA registrations. Zach is licensed in the states of GA for advisory services. Zach is licensed in the states of GA and TN for securities.
Zach is an active Rotary member of the Rotary Club of White County.
Zach and his wife, Taylor, have three children. They are members of Mt. Gilead Baptist Church in Dahlonega, Georgia.
Zach’s hobbies are fly fishing, bow hunting, and playing guitar.
