Terra Van Zant, CPA

We are part of your team and we take that seriously. We take an individualized approach and try to find the best plan for you (whether it be tax planning, business planning, estate planning, etc.). We want you to help you get where you want to be by getting to know who you are and how we can best help you. Terra Van Zant was born and raised in the... Sacramento area. Terra started her career in 2006 at a large local firm in Sacramento, while she was still in college. She graduated from Sacramento State with a B.S. in Business Administration with a concentration in Accounting. With her degree completed, she began working at KPMG. In 2008 she moved from KPMG to another large local firm in Sacramento where she became a tax partner. There she worked with small to large businesses and individuals in many areas including tax planning, retirement planning, estate planning, entity choice consulting, strategic planning, bookkeeping set up and consulting, and tax return compliance. Although she has a breadth of knowledge in various industries and areas, her specialty areas include estate and trust, family businesses, high-income individuals, real estate and non-profit. Terra is focused on using her experience at larger firms to help her clients get the best tax planning and financial planning possible, but with smaller firm attention and personalized service. Helping her clients achieve their business and financial goals is her mission. When shes not helping clients, she enjoys spending time with her husband Jason and three children, Stevie, Layla, and Jack. She also has a love of music and photography and enjoys going to concerts and exploring new areas to take pictures. Our primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you.Read More