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Eddie Patel, CFP logo
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Eddie Patel, CFP

Chicago, Illinois, Cook

(6)
2 hires on Bark
‘19 Certificate of Excellence, 2019
Eddie Patel, CFP logo
E

Eddie Patel, CFP

Chicago, Illinois, Cook

(6)
2 hires on Bark
‘19 Certificate of Excellence, 2019

About

I provide accounting & financial planning services for small businesses & individuals. My services are customized to each and every client and I strive to add value to each interaction I have by combing the accounting desert for tax savings and money management efficiency where ever possible.

Reviews (6)

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Nicole P.

28 September 2019

I have been using Eddie?s services for the past 10+ years, ever since I got my first job out of college. As my salary and needs have changed so has my investment strategy. Eddie has been there every step of the way ensuring I have a sound financial base. I?m proud of my portfolio and the steps we have taken to set me up for retirement and other personal goals. Eddie is responsive, reliable, trustworthy and spends A LOT of time explaining different strategies and options, and their pros and cons, so you can make informed decisions. I have referred him to numerous friends and can?t speak highly enough! More...

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Justin Sadauskas

10 August 2018

A financial genius. He has the ability to explain very complicated ideas simply to the client. Ive recommended him to many and they were are blown away.

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Arnel Castillo

10 August 2018

Professionals are lucky if they are really good at one thing. Eddie is a wealth of knowledge at three...Real Estate, Tax Preparation, and Financial Planning.

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David Smith

10 August 2018

Eddie has done an excellent job managing my investments and assisting me with the incorporation of my law practice. His tax expertise is also a big help in keeping my bill as low as possible. Eddie can be trusted with all of my financial planning and tax needs regardless of the size or complexity. More...

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Junilla S.

5 June 2017

Eddie is responsive, professional, is one of those people that knows all kinds of interesting things about a variety of industries.  That serves him well to provide a great "one stop shop" for accounting, tax, and investment needs.  I've worked with Eddie on several deals and I am always impressed by his good attitude and willingness to cooperate with everyone to get the deal done.  He has a great personality and incredible business acumen to go with it! More...

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Arnel C.

24 May 2017

Any good tax preparer is going to be busy during the season. Eddie is no different. Sure, you can walk in and out of an HR Block and have them done while you wait...just like you can eat quickly at McDonalds. However, they may not push for all the deductions that the IRS allows. This is where Eddie shines. He's also one of my financial planners, and has real estate knowledge. As a mortgage professional, when my investment savvy clients ask for a tax preparer, Eddie is at the top of my list. I highly recommend. More...

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Q&A

I love seeing the passion of the small business owner. It's just not easy to succeed these days and honestly many will not. I don't want my clients becoming statistics in a government survey. I love watching them use all the rules to their advantage and maximally achieving their goals.

I couldn't stand the idea that I couldn't be free with my thoughts when talking to and assisting people. Corporate America has a way of stifling the mind and making people do things they don't even believe in simply because upper management needs to make a sales quota or the investors need to see a larger bottom line at the cost of their customers.

No one will work harder to earn a client's trust. I am thoughtful, I am tireless, and I am completely dedicated to knowing everything I possibly can to help my clients succeed.

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