Our Firm
Our firm offers a comprehensive suite of tax, accounting, and financial services tailored to both individuals and businesses. These services include small business accounting, tax preparation and planning, IRS audit support, QuickBooks consulting, retirement and financial planning, and estate planning.
As a Certified Public Accounting (CPA) firm, we are regulated by the state, adhere to rigorous continuing education requirements, and uphold a strict code of professional ethics.
We are deeply committed to serving our community with integrity and transparency—delivering high-quality financial services at affordable rates. Our mission is to simplify the complexities of tax and financial planning, empowering our clients with clarity and confidence.
Zach Gerrells, CPA, MAcc
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 four children and are members of Mt. Gilead Baptist Church in Dahlonega, Georgia. Outside of work, Zach enjoys fly fishing, bow hunting, and playing guitar.
Jordan Gooch
Jordan Gooch has been a practicing accountant for over 4 years. He holds a Bachelor of Business Administration from the University of North Georgia and is currently pursuing an MBA from the University of Georgia. His extensive experience spans individual and corporate tax, including partnership, S-Corp, and C-Corp taxation, as well as non-profit, estate, and trust taxation. In addition, he has expertise in financial services such as payroll, sales tax, general bookkeeping, small business consulting, and financial statement preparation.
A lifelong resident of Dahlonega, GA, Jordan is deeply rooted in his community and is an active member of Mt. Gilead Baptist Church. Outside of his professional life, he enjoys supporting college athletics, particularly cheering on the Georgia Bulldogs during football season. Jordan and his wife, Audrey, enjoy a balanced life centered around faith, family, and professional growth.