As a member of the national Exempt Organization Tax Services (EOTS) practice, Zachary is a Certified Public Accountant with more than sixteen years of experience serving a variety of clients including public charities, higher education institutions, affordable housing organizations, CDFIs, associations, healthcare organizations, and private foundations. 

Zachary has extensive knowledge in advising his clients on tax compliance including federal and state audits/notices ranging from exemption revocation, employment taxes, unrelated business income tax issues, and issues related to maintenance of tax-exempt status. His experience extends to tax-exempt clients with complex investment portfolios, managing compliance with IRS UBIT requirements, foreign filing requirements, and forms governed by the FinCEN, as well as compliance and consulting pertaining to retirement plans, related to Form 5500 compliance. Zachary has also served clients in the areas of taxable organizations, including corporations (C-Corp/S-Corp) and partnerships, providing assistance with both compliance and consulting on complex matters.