Stay current on changes that can affect your tax and financial situation.

Our process for new customers/clients is very straightforward. You will initially complete a Badu Tax Services Client Intake Questionnaire for us to better understand your needs. Once you complete the questionnaire, we will send you the next steps via email/phone. We usually communicate/kick off this process via email (support@badutaxservices.com). We then collect a 50% deposit (for tax preparation) if you decide to move forward. We then send you a welcome email with the next steps, set up a secure client portal for you, which is the primary way for us to securely exchange documents, and guide you throughout the entire process. Once all documents have been uploaded, the tax return is filed by a lead preparer within 7-10 business days typically. Once completed, you get to review your tax return, approve it, we collect the final payment, and then submit it. A follow-up meeting may be scheduled as we love to keep our clients in the loop regarding ways to maximize their financial security. Our clients would say that we have a very hands-on approach and we're very flexible.

Jeff has a Bachelor of Science Degree in Accountancy and a Master of Accounting Science Degree in Accountancy. He is a Certified Public Accountant (CPA) licensed in the state of Illinois. He has been preparing tax returns for several years now, and he used to work at a "Big Four" public accounting firm. Furthermore, he teaches personal finance through seminars/workshops across the world. Our other team members have extraordinarily strong credentials as well.

Our clients always know up-front what they are paying before any services are started. Our prices are tailored toward the specific service being offered and the unique complexity of the project. A standard/basic tax return is $300. Additional fees may apply depending on the complexity of the tax return.

Through Jeff's college experience and sitting for his CPA exam, he developed a love for taxation and personal finance. He loves seeing people happy, and finances are a huge part of happiness. He doesn't want his clients to have to worry about money. Instead, they should have peace of mind. Taxes can have a huge impact on that peace of mind, and we're here to maintain that peace.

We've worked with a very wide range of clients, including single individuals, married couples, high-net-worth individuals, doctors, business owners, etc. We have a very diverse range of clients which allows us to solve virtually any problem.

We assisted a client in minimizing his tax liability by $100,000. We did this through strategic tax planning, where we used several vehicles, such as a deferred compensation plan. Instead of receiving a huge lump sum of money now, we broke it into pieces that would be distributed in installments later and, ultimately, lead to a lower tax liability now. This added tremendous value to the client, and he didn't think twice about calling us for tax advice. The project is ongoing and is part of our tax planning service.

We would recommend hiring someone who cares about you. Someone who has the proper experience and can add the most value. You never want someone who's just looking to make some extra money. You deserve much more.

Customers should ask what value the service provider can add to them. In other words, what can the service provider bring to the table? Also, please have a general idea of your needs.