Professional Tax Background

Zachary has over two decades of experience in financial services, advisory leadership, and tax planning strategy. He has worked with high-net-worth families and business owners, helping them navigate complex tax structures, risk exposure, and long-term capital coordination.

As a CTEC Registered Tax Preparer and Chartered Retirement Planning Counselor (CRPC®), Zachary integrates tax efficiency into retirement, estate, and business succession planning. His experience includes advisory roles at nationally recognized firms and independent practice ownership.

Tax Planning Philosophy

Zachary’s tax approach is built around structure, compliance, and forward planning rather than reactive filing. He focuses on:

• Proactive tax strategy design
• Coordination between tax and investment decisions
• Entity structure and optimization review
• Retirement distribution planning
• Long-term income tax efficiency

Every engagement is designed to reduce surprises, increase clarity, and align tax execution with broader financial objectives.

Independent Tax Practice in Newport Beach

Through 9Dot Tax, Zachary provides independent tax preparation and advisory services from Newport Beach, California. Services are delivered under appropriate licensing and regulatory standards and are designed to coordinate, where appropriate, with broader financial planning strategies at 9Dot Wealth.

Credentials

• CTEC Registered Tax Preparer
• Chartered Retirement Planning Counselor (CRPC®)
• Series 7 and Series 66 (historical registrations)
• California Life & Health Insurance License

Community Involvement

Zachary supports community organizations including the Down Syndrome Association of Orange County and the Special Olympics, reflecting a commitment to long term stewardship beyond financial planning.