Mark Zion, EA, CFP®
About Mark
Mark is President and owner of Zion & Company, Inc., a firm founded in 1973 by his father, Hugh W. Zion. Building on that legacy, Mark has guided the firm for decades, helping individuals and small business owners navigate complex financial and tax challenges with clarity and confidence. His practice emphasizes thoughtful tax planning strategies designed to minimize income and estate taxes while maximizing long-term net worth.
As an Enrolled Agent, Mark is federally licensed to represent clients before the Internal Revenue Service at all administrative levels. He is also an Accredited Tax Advisor (ATA), Accredited Tax Preparer (ATP), and a Certified Financial Planner (CFP®) professional, bringing a comprehensive and integrated approach to business and personal financial planning.
Academic Background
Mark studied accounting at Furman University before completing programs through the GBS Business Counseling Institute and the GBS Advanced Business Counseling Institute. He later became an Enrolled Agent authorized to practice before the IRS, earned credentials as an Accredited Tax Preparer and Accredited Tax Advisor, obtained registration as an Investment Advisor under NASAA Series 65, and ultimately achieved the designation of Certified Financial Planner.
Professional Background
In addition to his leadership at Zion & Company, Mark was a founding partner of Paragon Financial Services, LLC, a registered investment advisory firm that has since been successfully sold. Over the years, he has served clients with the same philosophy that shaped his career from the start—personal attention, practical advice, and lasting relationships built on trust.
Personal Background
Mark and his wife Julia have been married for 46 years and enjoy spending time with their three grown children and six grandchildren. Outside the office, Mark pursues his lifelong passion for classic automobiles, especially the iconic 1960s Mustangs, and enjoys entertaining, travel, and time with family.