Zacks and Associates, LLC provides high-quality, customized investment, tax, and estate guidance to individual investors and businesses.

In-Depth Services

Because of the depth of expertise within our core team, we seek to delve much deeper than basic tax and accounting.

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Decades of Experience

Combining our relevant expertise with decades of experience, we focus on delivering a high level of service, attention and analysis.

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Our Values

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Integrity
1
Client-Focused
2
Professionalism
3
Expertise
4
Collaboration
5
Accountability
6
Innovation
7
RIGHT
Integrity
We believe in being honest, transparent and ethical in all our dealings with clients, colleagues and stakeholders.
Client-Focused
We are dedicated to prioritizing our clients and providing them with personalized solutions that meet their unique needs and objectives.
Professionalism
We ensure the highest level of professionalism in everything we do, from our interactions with clients to the quality of our work.
Expertise
We are committed to staying up to date on the latest trends and technologies in accounting and finance, and to continuously improving our skills and knowledge.
Collaboration
We collaborate as a team, leveraging our individual strengths and expertise to provide the best possible solutions for our clients.
Accountability
We take full ownership of our work and hold ourselves accountable for delivering exceptional results that not only meet but surpass our clients’ expectations.
Innovation
We embrace innovation and new ideas, continuously seeking ways to enhance our services and processes for the benefit of our clients.

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