Zen Wealth Management Group is a full-service tax, accounting, financial planning, and business consulting firm serving individuals and businesses from offices in Chicago, Illinois, and Hayes, Virginia. The firm brings together tax and financial planning practices acquired from retiring professionals, combining personal service with technology and shared resources.

For individuals, Zen offers personal financial planning, retirement and estate planning, elder care planning, wealth management, tax preparation, and tax planning. Clients can receive one-on-one guidance and a comprehensive financial plan intended to help manage risk, improve financial performance, and support the growth and preservation of wealth.

Business services include small-business accounting, bookkeeping, payroll, part-time CFO support, business advisory services, and financial planning for businesses. The firm also assists with new-business formation and tax matters, including business tax preparation, estate and trust tax services, and non-filed returns. QuickBooks support ranges from setup and training to troubleshooting and tune-ups. Zen offers consultations and provides resources such as tax organizers, newsletters, and a secure client portal for file delivery.