Meet Your Preparers

Eddie Patel, CFP
Eddie Patel, CAS
President

Eddie is a longstanding member of the financial services community. His various businesses include Eddie Patel, Inc.- A Registered Investment Advisor, Action Insurance Strategies, Inc., and his own real estate sales and development brokerage, Eddie Patel Realty.

Eddie is a member of the National Ethics Bureau, National Association of Realtors, National Association of Financial & Insurance Advisors and regularly volunteers his time both with the Young Professionals of Chicago (YPC) and Chicago Cares.

Eddie is a graduate of the University of Illinois and has served the Chicagoland community for the past 6 years. His advanced financial strategies and portfolio management skills have proven wildly effective during these increasingly turbulent financial times. Please ask for client references.

Gradient Tax LLC

From time to time, Zen Tax Accounting Services will partner with Gradient Tax, LLC. to help prepare and file more complicated return situations. We do this in an effort to make sure that you receive the advice of an experienced CPA when your tax questions are not easily answered by the members of the main staff.

Gradient Tax, LLC is based in Topeka, Kansas but thanks to modern technology, integration into their service platform has become a cinch. Find out more about Gradient Tax, LLC.





zen tax icon Tax Preparation Packages zen tax icon
THE BODHI RETURN
(For Most Situations)
• Form 1040, 1040A, or 1040 EZ
(State & Federal)
• E-File, Mail-In (Included)
• 72 Hour Turnaround
THE DHARMA RETURN
(For Advanced Situations)
• For Homeowners / Investors
• Audit Support
• Maximize Itemized Deductions
THE ZEN RETURN
(For Complicated Situations)
• Most Advanced Package
• CPA Reviewed
• Financial Planning Included