Your Trusted Tax Advisor

Personalized Tax, Accounting, Real Estate,
and Insurance Services That You Can Trust

homepage_who we are.JPG — Who We Are

"Hi, my name is Justine (Jun), and I am the founder of Zhou agency. I started this business 30 years ago with the dream of helping people and businesses understand their financial story.
For many people and businesses, dealing with taxes, accounting, insurance, retirement, and real estate is a stressful process. There is a lot at stake. When it comes to big and long term financial decisions, you need an expert you can trust.
My favorite part of my job is sitting down with someone and understanding where they are coming from. Once I know what your goals and priorities are, I can then figure out how best to get you there. Learning your story and finding the best solution for you is the mission of my company."
-- Justine (Jun) Zhou, Founder & CEO

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What We Do

Flowchart with icons and text about tax advisory services. Central text: 'Full-Service Tax Advisory, One Integrated Solution.' Surrounding elements include 'Tax & Accounting' with a bank building icon, 'Real Estate Investment' with a person relaxing icon, 'Retirement Planning' with a group of people icon, 'Business Formation' with a clipboard and calculator icon, with dotted connection lines and arrows.

We are a full-service tax advisory firm dedicated to helping individuals and small business owners design and implement strategies to grow and preserve their wealth in a tax-efficient manner. We provide expert tax preparation and tax planning. Beyond that, we also execute tax-efficient strategies like Real Estate Investment, Tax-Free Retirement Planning, and Family Foundations—all in-house—so you can avoid juggling multiple providers, and receive comprehensive financial guidance tailored to your entire situation.

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Why Us?

Full-Service Tax Solutions and Strategies

Our tax solutions go beyond tax filing and planning. We also specialize in implementing tax strategies involving real estate investments, family foundations, and life insurance. This allows you to benefit from the convenience and comprehensive service of having a single provider handle all your tax needs.

Customized Service, Affordable Price

We treat each client as a unique individual. Understanding and caring about the unique needs of each client is the foundation for us to provide personalized solutions rather than universal commodities, and at a price you can definitely afford!

Empowering Our Clients Through Education

Education is big for us because we want your experience with us to be a collaborative one. Educating you on the "what and why" behind our recommended solutions will help you make more informed decisions and achieve better peace of mind.

International Experiences, National Coverage

We serve clients across the United States and we are a team with an international background. This unique mix gives us an added specialization to assist clients with cross-state or international taxation needs.

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What Our Clients Are Saying

"It took me several years to finally find a tax agency operating at the level of Zhou Agency. Their knowledge and strategies are truly focused on real estate investors, which makes a tremendous difference. It has been a few years now, and every year I feel like I’m doing better financially because of Zhou Agency team. Doing taxes used to be stressful every year, but with this team on my side, I actually look forward to tax season. The cherry on top is their tax strategy planning services — they’ve helped me save significant money. I highly recommend them to anyone looking for a proactive, knowledgeable, and passionate tax team. They truly care about what they do and about their clients’ success."

Rafal Wiater, Real Estate Investor
"Tax time is no longer a high anxiety time for me. This agency is the most professional, honest and caring agency I have ever done business with, and the entire staff is very welcoming. Most important is they are smart and good at what they do. I have a good idea of what I can expect and I like that I'm fully prepared. They are truly a company that cares about their clients whose integrity and professionalism is top notch. Keep up the good work. God bless the entire team."

Joy S., Retired Amtrak Director
"I have been going to Zhou Agency for more than 12 years now and not only the team does an amazing job on my personal and business tax, they also setup my business as well as help me with financial planning which I'm horrible at. Their fee is also very reasonable for the flawless job that they do. I have recommended them many times already to all my friends and family and will continue to do so. Super highly recommend for anyone needing any accounting done."

J. Jimenez, Business Owner
I was referred to Zhou Agency first from my girlfriend and then discovered that several of my other friends were using the same agency. My friends spoke very highly of the agency so I switched over to Zhou Agency. I am overjoyed with my CPA Yiru and Justine. They are very attentive to all of my inquiries regarding my financial investment, annual tax, and other financial matters for my personal, business and NGO organizations. They are both very friendly, intelligent, and fun to work with. Zhou Agency is the best CPA firm I have ever experienced over the past 35 years in my business.

- Lily Liu, Owner of Lilys Talent
"My experience at the Zhou Agency and with Justin was really incredible, from the reception to the work to the expert way in which everything was done and executed. Not only do they know their business but treat clients with respect and ask all the pertinent questions so that they fully understand your needs with the emphasis on doing the work correctly but with taking advantage of all possible saving to give the best possible solution. I recommend them highly for professionalism, experience and care for the client and outcome that they provide."

- Morrie Elstein, Owner of MorrieConnect

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