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, CPA
Zach Gerrells has been a practicing Certified Public Accountant (CPA) since 2019, with a focus on small businesses and individual client services. He specializes in accounting, tax, retirement planning, estate planning, business sales, and investment strategies.
Zach graduated with a Bachelor of Science in Accounting from the University of North Georgia in 2016 and earned a Master’s in Accounting from Liberty University in 2017. In addition to his CPA credentials, Zach holds Series 7 and 66 FINRA registrations as well as life and health insurance licenses and can offer securities, annuities, life insurance and long-term care insurance. . Zach is licensed in the state of Georgia for insurance and advisory services. Zach is licensed for securities in the states of Georgia and Tennessee.
Zach is a past president of the Rotary Club of White County and is actively involved in his community. He and his wife, Taylor, have three children and are members of Mt. Gilead Baptist Church in Dahlonega, Georgia. Outside of work, Zach enjoys fly fishing, bow hunting, and playing guitar.
