About Us

Welcome to First Financial, where clarity, confidence, and strategy meet simplicity. Led by Zack Levine, a seasoned CPA and tax expert, we go beyond basic number-crunching to offer real guidance for real people. Whether you're managing a business or mapping out your personal financial future, we're here to help you make smart decisions with confidence.

At First Financial, we believe clarity is powerful. That’s why we provide more than just data—we deliver insight. With deep expertise in tax strategy, cash flow optimization, and personalized financial planning, we help human beings and small businesses align their money with their goals. Strategy meets simplicity in everything we do, so you can move forward without feeling overwhelmed or lost in the numbers.

Confidence in your finances starts with having a plan. Our proactive, CPA-led approach ensures you're not caught off guard by taxes, market shifts, or business curveballs. We focus on what matters most: helping you grow your wealth with intention, manage risk with foresight, and take action without second-guessing.

Relationships are at the heart of what we do. We take the time to understand your story, your goals, and your concerns. That’s how we tailor strategies that make sense for you. With First Financial, you’re not just hiring a planner—you’re gaining a thoughtful, experienced partner who’s in it with you for the long haul.