I provide accounting, tax & portfolio management services for small businesses, families, and individuals. I design and trade my own portfolios for clients and I do not use a third party money manager. I am truly active and responsive in real time.
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15 customer reviews
Bazshenka Terekhov
Highly recommend Eddie as an advisor and accountant! Very helpful And always there for any advice! Will use him for all my future needs and recommend to anyone!
Reviewed on Facebook
Paul Langford
We've been hiring Eddie Patel and his team at Zen Wealth Management for years because they are so good at what they do and so delightful to work with. We trust them and they make the whole process run smoothly. Excellent communication, the latest technology, total customer service. Highly recommend! More...
Reviewed on Facebook
Darrin Bourret
Excellent service I would highly recommend eddie patel five stars⭐️⭐️⭐️⭐️⭐️
Reviewed on Facebook
George McCarthy
Very knowledgeable and helpful staff they are always friendly and helpful with my family and investment.
Reviewed on Facebook
David Riano
Eddie is super knowledgable and professional. Will definitely continue to give him my business. Cannot recommend him enough. His prices are very fair, and was very quick. Definitely exceeded my expectations. If you are a Real Estate investor he is the guy to go to. Thanks again Eddie! More...
Reviewed on Facebook
Nicole P.
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...
Reviewed on Better Business Bureau
Justin Sadauskas
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.
Reviewed on Facebook
Arnel Castillo
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.
Reviewed on Facebook
David Smith
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...
Reviewed on Facebook
Junilla S.
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...
Reviewed on Yelp
Arnel C.
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...
Reviewed on Yelp
Justin Sadauskas
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.
Reviewed on Facebook
David Smith
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...
Reviewed on Facebook
Sam Patel
Reviewed on Facebook
Arnel Castillo
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.
Reviewed on Facebook
What do you love most about your job?
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.
What inspired you to start your own business?
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.
Why should our clients choose you?
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.
