5.0
Average rating
2
Client Reviews
$300 - $1,000
Monthly Fixed Fee
$0
Minimum Annual Income
$50K
Minimum Annual Revenue
What Our Clients Say
5.0
2 Client Reviews
Adam Walz
January 7, 2026
Current client since 2025
5.0
Reason for working with Zhong & Sanchez
We shopped several accounting and tax firms, but ultimately liked the high touch + high automation approach by Echo and her team.
Experience working with Zhong & Sanchez
Our experience has been phenomenal. Approachable, yet professional. Competitive pricing, broad expertise, immediate solutions, and love how they are leveraging AI and software like Kick.co
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
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Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Financial Requirements
Minimum Annual Revenue
$50,000
Minimum Annual Income
N/A
Specialties We Work With
Services We Offer
✔ Advisory Services
✔ Bookkeeping
✔ Business Tax Preparation
✔ Due Diligence
✔ Fractional CFO Services
✔ International Tax Services
✔ Payroll Services
✔ Sales Tax
✔ Tax Preparation
✔ Tax Planning & Strategy
✔ Individual Tax Preparation
✔ Budgeting & Forecasting
✔ Cash Flow Management
✔ R&D Tax Credits
Our Ideal Client Profile
Modern business owners looking for a tech-forward CPA who can advise on cash flow management and tax strategies.
We're Probably Not A Good Fit If
✗ Ultra high net worth individuals looking for investment advice
Transparent Pricing
Accounting
$300 - $1,000 Monthly Fixed Fee
Reconciled books delivered on a fixed schedule.
Advisory
$300 - $500 Hourly Rate
Zhong & Sanchez's Tech Stack
About Zhong & Sanchez
Zhong & Sanchez is a tech-forward accounting, tax and advisory firm serving founders and modern business owners. Trusted by 500+ founders since inception, we’ve tracked $3m+ USD in tax savings, and secured $60m+ USD in fundings for clients.
Book A Call
https://calendly.com/d/cm5w-stj-trt/15-min-intro-call-zoom-call
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
