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Americans are in debt due to mortgages, credit cards, personal loans, bills, and student loans, and the total amount owed is increasing.
Retirement should be a time of financial security and peace of mind.
You’re a business owner and you want your taxes done on time.
It's no secret that managing finances can be tricky, especially when you're trying to do it as a team.
Jeff Badu became a millionaire before he was 30 despite having zero financial literacy education growing up.
When you're watching mortgage payments fly out of your bank account every month,
When you're starting a business, it can be tempting to do everything yourself.
As a teen, Jeff Badu was headed down the wrong path.
A wise man once said, “there’re only two things guaranteed in life: death and taxes.”
There are many of us that want to start a small business of some sort.
Most people think that you need a lot of money to get started in real estate. Some think you have to involve a bank.
There are literally thousands of ways to make money.
One of the reasons why the rich get richer is because they continuously enhance their knowledge by reading books and other relevant material.
Real estate is arguably the best way to attain true wealth. In real estate, you can wholesale, fix and flip, or hold long-term cash flowing rental properties.
Tax season is a beautiful time of the year where virtually everyone is anxious about how much of a refund they’ll be getting back.
One of the reasons why the “rich” keep getting richer is because they continuously build wealth on a multi-generational basis.
Building wealth is a life-long process that continues even after you die.
Technology is rapidly changing the way we do virtually everything, including how we choose to exchange money.
Many millennials today are torn between buying vs. leasing a car.
There’s truly nothing like the peace of mind you get when you own your own home.
Real estate is arguably the greatest investment on the planet and the quickest way to attain a million-dollar net worth.
A wise man once told me, “there’s nothing like tax-free money.”
As the old saying goes, there are two things in life that are guaranteed: death and taxes.
Many financial experts often recommend people to “pay yourself first.”
As Albert Einstein once said, "the power of compound interest is the most powerful force in the universe."
Did you know that when you receive a tax refund, it's essentially your own money?
Tax season can be a very frustrating time of the year for entrepreneurs.
Often times, when people go out to buy something, they always think about price, price, price.
One of the biggest advantages to being a business owner is the tremendous amount of tax benefits that are available to you.
The journey to becoming a first-time homeowner is certainly not an easy one, but it’s a rewarding experience nonetheless.
Welcome back to the “When Life Happens” series!
During the week of September 5, 2016, I decided to make the biggest decision of my life.
The stock market is arguably one of the most rewarding investments anyone can make.

The Art of Credit

August 2, 2016
Studies show that the average person does not understand what a credit score is made up of.
These individuals will be faced with many tough challenges and each challenge will include the actual outcome and the ideal outcome.
Student loans can certainly be a burden on college students.
It goes without question that it’s important to save for retirement.

Money in the Bank

April 5, 2016
Imagine trying to buy a house for a huge discount, but you find out you don’t have enough money in the bank.
According to a survey of college students conducted by the American Institute of Certified Public Accountants (AICPA),

Ballin’ on a Budget

February 1, 2016
It’s not just about how much money you make, it’s more about how you manage that money that truly matters.
A wise man once told me, "there's nothing like tax-free money."
As the title of this article insists, there are basically three different places where your money can go to in the form of taxes
Often times, people wonder: “I'm making a decent amount of money, but how can I make even more of it?”
As most of us know, credit cards are an excellent way to build your credit score.

First Paycheck

September 1, 2015
So you just got a big paycheck from one of the top companies in the world and you're sitting there staring at it thinking: "man, this is a lot of money; what should I do with it?"
College is a marathon that requires proper training and adequate resources in order to cross the finish line.
The journey to passing the CPA Exam is certainly no easy feat, but it is very doable.


The Infinite Wealth Course

The Infinite Wealth course is a powerful wealth of education that allows you to build multi-generational wealth on a tax-free basis.

The course is short, but action-packed with a wealth of knowledge! For the investment you are making in the course, you will build a tremendous amount of tax-free wealth and gain a tremendous amount of value! The course also allows you an opportunity to receive hands-on services if needed in case you need an extra hand.

Frequently Asked Questions

What is your typical process for working with a new client?

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 ( 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.

What education and/or training do you have that relates to your work?

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.

Do you have a standard pricing system for your service?

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.

How did you get started doing this type of work?

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.

What types of customers have you worked with?

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.

Describe a recent project you are fond of. How long did it take?

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.

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

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.

What questions should customers think through before talking to professionals about their project?

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.

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