ZHONG & SANCHEZ AC

Gusto Bronze Partner Badge
Gusto Bronze Partner

Serves 15 Gusto clients | Partner since 2017

We are dedicated to provide exceptional services for VC-backed start-ups, privately-held entities and small business owners: tax consultation, accounting solutions, financial reporting and analysis.

Tax Services:
- Tax planning and compliance for companies and business owners
- Stock option and compensation planning
- R&D tax credit
- Foreign reporting (FBAR, 3520, 5471, 5472, etc)
- Response to IRS and FTB notices
- Entity formation and consultation

Financial Services:
- Accounting system set-up and training
- Financial statement preparation (Quickbooks Online, Xero)
- Payroll support
- Sales tax filing
- Form 1099 compliance
- Financial analysis and forecast

ZHONG & SANCHEZ AC

Serves 15 Gusto clients | Partner since 2017

We are dedicated to provide exceptional services for VC-backed start-ups, privately-held entities and small business owners: tax consultation, accounting solutions, financial reporting and analysis.

Tax Services:
- Tax planning and compliance for companies and business owners
- Stock option and compensation planning
- R&D tax credit
- Foreign reporting (FBAR, 3520, 5471, 5472, etc)
- Response to IRS and FTB notices
- Entity formation and consultation

Financial Services:
- Accounting system set-up and training
- Financial statement preparation (Quickbooks Online, Xero)
- Payroll support
- Sales tax filing
- Form 1099 compliance
- Financial analysis and forecast

Firm at-a-glance

  • Accepting new clients
  • Offers remote services
  • 5-9 accountants on staff

Client sizes

  • 1 employee
  • 2-20 employees
  • 21-50 employees
  • 50+ employees

Software experience

Xero icon
Xero
Quickbooks Online icon
Quickbooks Online
Quickbooks Desktop icon
Quickbooks Desktop
Freshbooks icon
Freshbooks
TSheets icon
TSheets
Expensify icon
Expensify
Receipt Bank icon
Receipt Bank
Firm Proprietary Software icon
Firm Proprietary Software

Services offered

  • Bookkeeping
  • Consulting
  • Financial planning
  • Manage payroll
  • Outsourced CFO
  • Tax preparation
  • R&D tax credit

Industries served

  • Accommodation & hospitality
  • Administration & support services
  • Arts & recreation
  • Construction & trades
  • E-commerce
  • Education
  • Food & beverage
  • Healthcare & social services
  • Manufacturing
  • Marketing, advertising & consulting
  • Media & communications
  • Not-for-profit
  • Professional services
  • Real estate & hiring services
  • Repairs & personal services
  • Retail
  • Software startup
  • Wholesale

Client sizes

  • 1 employee
  • 2-20 employees
  • 21-50 employees
  • 50+ employees

Software experience

Xero icon
Xero
Quickbooks Online icon
Quickbooks Online
Quickbooks Desktop icon
Quickbooks Desktop
Freshbooks icon
Freshbooks
TSheets icon
TSheets
Expensify icon
Expensify
Receipt Bank icon
Receipt Bank
Firm Proprietary Software icon
Firm Proprietary Software

Services offered

  • Bookkeeping
  • Consulting
  • Financial planning
  • Manage payroll
  • Outsourced CFO
  • Tax preparation
  • R&D tax credit

Industries served

  • Accommodation & hospitality
  • Administration & support services
  • Arts & recreation
  • Construction & trades
  • E-commerce
  • Education
  • Food & beverage
  • Healthcare & social services
  • Manufacturing
  • Marketing, advertising & consulting
  • Media & communications
  • Not-for-profit
  • Professional services
  • Real estate & hiring services
  • Repairs & personal services
  • Retail
  • Software startup
  • Wholesale

Please note that Gusto does not guarantee the quality of any particular partner and that information on this page was submitted by the partner. This directory contains some of our recommended partners, but every business’s needs are different and you should take the time to evaluate the partners before selecting one.