TALK TO A TAX ADVISOR TODAY AT (773) 248 1000

Eddie Patel, CFP®
Tax Mastermind

Top-notch
tax advice
from a trusted
local professional.

What people say about Eddie & the Zen Group team

  • We've been hiring Eddie Patel and his team at Zen Wealth Management for years. We trust them and they make the whole process run smoothly. Excellent communication, the latest technology, total customer service. Highly recommend!

    -Paul L.

  • Love Eddie and his team! I use them for taxes and financial planning. Eddie responds with substance and professionalism, right away. I’ve referred many friends over the past 10 years, who use him. Luis, at the front desk, is also great. Highly recommend

    -Nicole P.

  • Eddie Patel & Luis Ortega at Zen Wealth Mgmt are always responsive no matter what the need is. I would be lost without them. Thank you Eddie & Luis for the attention and professionalism!

    -D.B.P.

  • Eddie and his office staff are the best. I’ve been a client for many years and he has helped me with not only taxes, but investments and savings accounts as well. Incredibly knowledgeable and trustworthy. Highly recommended.

    -Peter K.

Schedule a Free Consultation

We do the hard stuff so you don’t have to.
When you hire us, we will:

  • Prepare accurate tax returns that are filed on time

    Never miss a tax deadline again. We ensure timely and accurately filed taxes every season.

  • Develop tax planning strategies that reflect your financial goals

    We analyze your financial situation to make sure all elements work together, especially your taxes. If we see opportunity to improve performance or optimal savings, we act on it.

  • File electronically for a faster tax refund and direct deposit

    You don’t have to wait months on end for your tax refund. We prioritize convenience and timeliness here at Zen Wealth Group.

  • Avoid interest and penalties by filing extensions

    Our goal is to minimize your tax liability so that you can keep more of your hard-earned money. It's also our job to stay up-to-date on current federal and state tax laws through continuing education -- so you don’t miss out on any tax credits and deductions that you are entitled to take.

  • Calculate estimated taxes for self-employed individuals

    Take the guesswork out of how much you owe each quarter. As a Zen Wealth Group client, you’ll have your estimated taxes calculated for you.

 
 

Tax Season Is Just Around the Corner.

If you need a fast, accurate tax professional to prepare your tax return this year give us a call today
or fill out the contact form below.