AZA Tax & Financial Planning provides compliance and advisory services to individuals, families, and small businesses in all areas of the United States and around the world. Our commitment to excellence in serving our clients has enabled us to rely only on referrals to build our exclusive client base, including high-income professionals, top executives and partners in major U.S. companies, consultants, entrepreneurs, and artists, among many others. We have special expertise in multistate compliance issues, which is invaluable to our highly mobile clients. We also have extensive experience in working with foreign nationals with U.S. tax exposure as well as U.S. taxpayers who live and work abroad.
We are able to quickly and conveniently share our expertise and knowledge with clients worldwide by gathering information and providing services via e-mail, online file sharing, phone, and mail. We can thus serve our clients anywhere, anytime for the ultimate in convenience and efficiency for everyone.
AZA founder and principal partner, Amy Zellmer, is an Attorney* and Certified Financial Planner® practitioner who has been practicing in the areas of taxation and financial planning since 1997. She has degrees from Harvard University and Pace Law School.
For information about Certified Financial Planner® practitioners, click here.
*Legal services are available to residents of New York and Wisconsin and are provided by Amy Zellmer, Esq., CFP, which is a business entity completely separate from AZA Tax & Financial Planning. Please contact us for more information about available legal services.
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