Tech-forward accounting, tax and advisory firm built for founders to create and preserve wealth
Certified public accountant in Newark, CA (show on map)
5.0
★★★★★
2 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.
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 complianceFounder tax compliance
Tax Strategy
Strategic tax planning and optimization services.
Tax planningTax optimization
Personal Finance Advisory
Founder's personal financial advisory services.
Personal financeWealth planning
Liquidity Planning
Stock options, equity compensation, and vesting strategies.
5.0
