Zen Wealth Management Group
Zen Wealth Management Group

Zen Wealth Management Group

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Introduction: Financial services like accounting and money management makes such a difference in the day to day lives of my clients. I love tackling tough issues where most people may put up their hands and give up. The best part of my job is that when I do it well, it makes a unique direct impact on a client's net worth, one that is tangible and one that will help them reach their overall life goals much quicker.
Overview

Hired 10 times

License verified

5 employees

19 years in business

Payment methods

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Reviews
4.0

4 reviews

5
75%
4
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1
25%


pro avatar
Paul Z.
Mar 25, 2015
One day out of the blue I found out that my accountant suddenly closed shop and handed all files over to Eddie at Zen Capital. When I reached out to Zen they acted like nothing had happened, explained how busy their practice is, and kind of cluelessly just asked if I wanted to leave my paperwork with them to do my current year's taxes. (Due the following day.) Their complete lack of consideration for their client's point of view was shocking.
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Mary D.
Oct 14, 2012
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Hired on Thumbtack

Hired on Thumbtack

Very pleased with Mr. Patel, he was prompt, efficient and personable. Although I own my own small business, I am clueless about the "tax" end of it, I appreciate the time and patience Mr. Patel exercised in helping me to resolve my complicated tax problems. I certainly would recommend him to anyone!! PS. He's also very affordable! MD (Bolingbrook, IL)
Individual Tax Preparation
pro avatar
Siobhan C.
Feb 28, 2013
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Hired on Thumbtack

Hired on Thumbtack

I just started a business and did not know who to turn to for my tax preparation. Eddie contacted me right away and I was able to get my return done quick and with quality service. Eddie was an easy guy to talk to and was very knowledgeable so I knew I was in good hands with my tax returns. I would recommend them to anyone!
Individual Tax Preparation
pro avatar
Sandeep S.
Jun 30, 2015
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Hired on Thumbtack

Hired on Thumbtack

Eddie has serviced our businesses for over two years and I've had an excellent experience with him. Very professional, skilled and committed to getting the job done in an efficient manner. He is easy to work with and takes the time to understand your issues.
Individual Tax Preparation
Credentials
License

License Type: Insurance - Producer (IL)

FAQs

  • What advice would you give a customer looking to hire a provider in your area of work?

    The most important thing in searching for a good service provider is the provider's ability to respond to and deliver on the service requests you are making. The provider should be able to provide you with a thoughtful rationale on why he/she is providing you with the solution that he is proposing and have a clear plan in dealing with the tasks you have assigned him/her. I also believe there should be a good professional connection between you and the provider. He/she should be speaking and acting in a honest, consistent manner and should be delivering you object advice. This will mean that at times, the provider will tell you things you may NOT want to hear.