Zohreh Taraz




Zohreh is a CPA and is our tax consultant.  She works closely with our Advising team to take advantage of tax efficiencies for our Wealth Management clients, and she also prepares our client’s tax returns.

She specializes in accounting, business consulting, and the taxation needs of small and medium-sized businesses and individuals.

Zohreh enjoys traveling, spending time with her granddaughter, hiking, writing, and public speaking.