Zhong & Sanchez

Tech-forward accounting, tax and advisory firm built for founders to create and preserve wealth

Tax consultant in Newark, CA (show on map)

5.0

★★★★★

1 reviews

Zhong & Sanchez is a tech-forward accounting, tax and advisory firm built for founders to create and preserve wealth, serving startups from formation to IPO.

Call (510) 606-6971

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About

Zhong & Sanchez is a tech-forward accounting, tax and advisory firm built for founders to create and preserve wealth. Their mission is to help clients earn more, keep more, and make smarter money decisions at every stage of their journey.

From business formation to M&A and IPO exits, from tax savings strategies to comprehensive estate planning, they deliver financial excellence.

$60M client funding raised

600+ clients served

$3M taxes saved

Tech-forward approach with best-in-class financial tools

Same-day Slack responses

Financial dashboards with burn rate and runway metrics

Deep expertise in QSBS, SAFE notes, 409A valuations, and R&D tax credits

Services

Tax Compliance

Company and founder tax compliance services.

Company tax compliance Founder tax compliance

Tax Strategy

Strategic tax planning and optimization services.

Tax planning Tax optimization

Personal Finance Advisory

Founder's personal financial advisory services.

Personal finance Wealth planning

Liquidity Planning

Stock options, equity compensation, and vesting strategies.

Stock options planning Equity compensation Vesting strategies

Bookkeeping Services

Monthly bookkeeping and reconciliation services.

Monthly bookkeeping Reconciliation

Fractional CFO

CFO advisory services for startups.

CFO advisory Financial leadership

Credentials & Certifications

CPA Firm

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What services does Zhong & Sanchez offer? +

Zhong & Sanchez offers tax compliance, tax strategy, personal finance advisory, liquidity planning, bookkeeping, fractional CFO, growth advisory, SOC audit, and exit planning services for startups and founders.

What industries does Zhong & Sanchez specialize in? +

Zhong & Sanchez specializes in serving startups, hardware and robotics companies, crypto investors, real estate investors, creators, and agencies.