Private Client Tax & Wealth Advisory
For individuals and families with a lot at stake, ZCW is the private client CPA who sees the whole picture. Proactive tax planning, equity compensation, estate strategy, and one trusted advisor across it all.
Private Client Summary
Your full picture, coordinated
Tax Planning
Year-round
Not just in April
Equity Comp
Optimized
RSUs, ISOs, QSBS
Estate Plan
Coordinated
With your attorney
Multi-State
Handled
Residency and K-1s
We typically reply within one business day.
We coordinate quietly with the advisors already in your corner.
Year-round
planning, not just April
5.0
rating on Sam's List
Partner-led
start to finish
1 day
typical reply time
Who We Serve
When the stakes get larger and the return gets more complex, you need more than a preparer. We plan around your whole balance sheet.
Entity structuring, pass-through income, and planning well before a sale or succession.
A plan set before the sale, IPO, or inheritance, so a once-in-a-lifetime moment is well handled.
Multi-entity, multi-state holdings handled cleanly across every K-1 and return.
Wealth transfer, trusts, and legacy planning that pass more to the next generation.
FBAR and FATCA reporting for foreign accounts and assets, handled cleanly and on time.
US tax planning and filings for Americans abroad and families with a global footprint.
Our Expertise
Business, investments, real estate, and family, planned together by a partner who calls in October, not just in April.
Proactive, year-round strategy behind your 1040, not just a filed return. We look ahead so the plan is set before the tax is owed.
Wealth-transfer strategy plus trust and estate returns, coordinated with your attorney.
RSU, ISO, and NSO timing, AMT management, and QSBS planning around your big event.
Domicile, part-year returns, and clean handling of a move or multi-state footprint.
Donor-advised funds, appreciated-asset gifts, and generational planning aligned to your goals.
Consolidated reporting, cash-flow, and coordination across your full balance sheet.
How your holdings are titled across LLCs, partnerships, and trusts, structured with intent.
Tax planning is a conversation, not an annual event. The value is in what happens between filings.
Chezky Wasser, CPA
Partner
Work With a Partner
The person who reviews your return is the same person who takes your call in October. One trusted advisor who sees your whole picture, coordinates quietly with your attorney and wealth manager, and plans ahead all year.
Engagements
Our pricing reflects proactive, partner-led planning and a deeper level of analysis than a seasonal preparer. You always know what you are paying before we begin.
Your 1040, prepared with a planner's eye, not a seasonal preparer's.
Starting at $1,500
per engagement
Proactive strategy that turns planning into real after-tax dollars.
Custom
annual engagement
Wealth transfer, trust returns, and a personal CFO for the whole picture.
Custom
scoped to your family
Final pricing is based on the complexity of your return, entities, and planning needs.
How It Works
01
Book a quick call to see if we are a fit. No pressure, no jargon.
02
We request your prior year return and key documents to understand where you stand.
03
You get a clear, transparent proposal from our team with scope and pricing.
04
We set you up with a dedicated professional and get your books moving fast.
We typically reply within one business day, and most new clients have a proposal in hand within the week.
Free Download
See the planning moves high-net-worth individuals and families use to keep more of what they've built, from equity comp to estate strategy.
Client Reviews
Sam's List·11 reviewsOur experience was excellent from start to finish. The team consistently delivered accurate and timely reports, communicated proactively, and demonstrated a strong understanding of complex accounting and reporting requirements. They handled every aspect professionally.
Dani Kirzner
Small business owner · Client since 2018
Ari and Sean continue to surpass expectations. They are never willing to accept 'good enough' and put our account on cruise control. They are constantly looking for ways to make us more efficient.
Joel Jerozolim
Small business owner · Client since 2024
We've had a great experience with Sean and his team. They put in a lot of effort to have our close process be smooth and timely.
Montgomery Link
Small business owner · Client since 2022
From basic bookkeeping to high-end consulting on complex issues related to tax returns as well as everyday bookkeeping. Really appreciate their follow up and timeliness.
Garry Z.
Investor · Client since 2020
Great service, always on time. Well priced.
Zev Neumann
Investor · Client since 2021
It was great service and a big help. Reliable, and they gave us the opportunity to review their work before submitting to the IRS. We will use them again.
Silvana Falco
Small business owner · Client since 2023
Common Questions
We're built for individuals and families with real complexity: a business, concentrated equity, real estate, multi-state income, or a wealth-transfer plan. If your return has outgrown a retail preparer, you're likely a fit.
Yes, and we do it quietly. We work alongside your existing advisory team so your tax, legal, and investment plans all point in the same direction.
Discretion is a practice principle for us. Your affairs are handled confidentially, and we coordinate with your advisors only as you direct.
Both, but the planning is where the value is. We look ahead through the year so decisions are made before the tax is owed, not discovered at filing.
Yes. Multi-state residency, part-year returns, and layered K-1s from partnerships, S-corps, and funds are core to what we do.
That is exactly when to involve us. The most valuable planning happens before the transaction, so bring us in early and we'll set the plan before the event.
A partner. You work directly with a principal of the firm who knows your situation, so the relationship and the advice stay consistent year over year.
Get Started
Start a discreet, no-pressure conversation about your tax planning, your family, and what you want to preserve and pass on.
Get the free Private Client Tax Planning Guide and see the moves that keep more of what you've built.