We spoke with Jeff Badu shortly after he launched his own firm, Badu Tax Services, LLC. Jeff has a bold, intrepid, entrepreneurial spirit and is passionate about helping people and giving back to society. He recently started Badu Investments and is preparing to take the PFS exam this summer so he can broaden the range of services he offers to his clients, who are primarily millennials. In this second part of the interview, we continue to explore Jeff’s journey.
AICPA: We learned a great deal about what drives you in the first part of our conversation. You spoke about your passion to help people and your entrepreneurial spirit. And you’re planning to take the PFS exam this summer. What is motivating you?
Jeff Badu: As a CPA, I get to help people solve some of their most challenging financial problems. I am very passionate about helping people in general, and with their financial future in particular. I work mainly with millennials, like me, and use different strategies to help reduce their income tax liability and maximize retirement and other savings. I find that people tend to prefer working with someone they can relate to, and my clients come to me because we identify with each other.
I have been interested in taxes since I was in middle school. It seems natural to me that tax compliance and planning are key ways to help people plan for their future. It’s very important to me to increase people’s understanding of the significance of making wise financial choices, which I try to do with my radio show, website and social media presence. Being able to increase my own expertise and offer a range of services so that I can be seen as the go-to trusted adviser is what’s prompting me to take the PFS exam this summer.