Waleed Rasheed
Waleed Rasheed is the Founder and Managing Partner of ZAM Financial Solutions, a trusted financial solutions, tax, and business advisory firm serving individuals, entrepreneurs, small businesses, and nonprofit organizations.
Waleed is a California-licensed Certified Public Accountant (CPA), Certified Management Accountant (CMA), and ACCA-qualified accounting professional. His professional credentials, combined with extensive experience in financial management, taxation, financial reporting, and business advisory, enable him to provide practical, results-driven solutions tailored to each client’s unique needs.
His areas of expertise include:
- Individual and business tax preparation
- Strategic tax planning
- Bookkeeping and financial management services
- Financial statement preparation and reporting support
- Payroll and sales tax compliance
- Business formation and entity selection advisory
- CFO and controller advisory services
- Nonprofit financial reporting and compliance support
- IRS and state tax notice resolution
Waleed is committed to building long-term client relationships through integrity, responsiveness, and personalized service. He believes every client deserves a trusted advisor who provides clear financial guidance and practical solutions to help them achieve their financial and business goals.
Beyond his professional work, Waleed is actively involved in community and nonprofit leadership, reflecting his commitment to service, accountability, and financial stewardship.
Muhammad Hassan
Muhammad Hassan is the Co-Founder and Managing Partner of ZAM Financial Solutions, where he leads financial advisory, tax service coordination, and business consulting initiatives for individuals, entrepreneurs, small businesses, and nonprofit organizations.
With more than 13 years of experience in corporate finance, tax services, financial planning and analysis (FP&A), Muhammad brings a strategic approach to helping organizations improve financial performance, strengthen processes, and make informed decisions.
His areas of expertise include:
- Individual, business, partnership, and nonprofit tax return services
- Tax planning and advisory support
- IRS and state tax correspondence support
- Oversight of bookkeeping and accounting operations
- Development and management of tax-related client service processes
- Company incorporation and related filing support
- Financial planning, forecasting, and performance reporting
- Cash flow analysis and business process improvement
Muhammad is committed to providing practical guidance and personalized solutions that help clients improve financial visibility, enhance operational efficiency, and achieve sustainable growth.