Tax Problems Have Met Their Match
From resolving tough back tax issues, defending audits, or filing old returns, we offer comprehensive solutions at a fraction of the cost. See what you qualify for today!
Solving tax problems since 2001.
Edge Financial is pioneering what it means to be a full service tax relief provider. We offer representation for tax issues big and small, affordable monthly payments, a pretty amazing online portal for your files, and five star rated customer service. What’s there not to love?
Turnkey Solutions
We provide turnkey solutions for back tax issues, yearly prep, audit defense, bookkeeping and more.
Top Rated Nationwide
We’ve been recognized as a leader in our industry for over twenty years, with thousands of five star reviews.
Hands-Free Management
Let us do the work for you. Our tax attorneys, CPA’s, enrolled agents and tax professionals have you covered.
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"I had the MOST wonderful experience. I dealt with Jack and Ava. Both were very informative, and really took charge of my tax matter."Glenda A.
Atlanta, GA
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"Thanks to everyone there that helped me and my husband get out of trouble with the IRS and state of Illinois and save over 20k!!!"Tricia D.
San Diego California
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"My experience was a very positive one. Chris K was very thorough explaining the whole process to me. He was most patient, and very courteous. He put me at ease."Lisa Tabella
Naples, FL
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"This has been a hassle free experience so far. Getting all the correct forms was easy and the support was top notch!"Eddie
United States
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"Simple, fair, affordable, and 100% on the money. What more could I ask for in a tax advisor?"Nancy P.
Austin, TX
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"They managed my audit flawlessly and have managed my books and returns ever since. A goldmine of a find!"James C.
San Francisco, CA
Tax issues big and small. We have you covered.
Get your audit powerfully defended by our experts.
- If you have been served notice of an audit, our team of tax attorneys and skilled negotiators will work with you to build a wining defense.
- Our audit specialists have spent years understanding the audit process, and are skilled in every aspect of appeals and procedure.
- If we do not agree with the auditors decisions, we will take your case through the appeals process.
We’re experts in personal & business tax resolution.
Getting your federal and state liabilities resolved quickly and your returns prepared error-free is only half the story. We turn over every corner, from stopping collections to deductions and refunds, to help you see the better picture.
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Federal tax returns
We file your Federal returns with the IRS each year, along with reporting for all 50 States.
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Speciality returns
We handle and prepare specialty returns such as Trusts, Estates, and Gift Taxes.
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Bookkeeping services
Accurate returns rely on solid books. Our team of specialists has you covered.
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We’ve got you covered
Whether your business is a corporation, partnership, or LLC, we got you covered with forms 1120, 1120S, and 1065.
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Local & specialty taxes
We handle filing for all local sales and specialty taxes on goods such as food and beverage sales, cigarettes, clothing, etc.
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Payroll taxes
If you have employees, we properly report wages and handle the quarterly returns old and new, such as 940’s and 941’s, to keep you penalty free.
Our process:
Answers to our
frequently asked questions.
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Do you handle clients in all fifty states?
+Absolutely! Our hard working team can help individuals and businesses in all states, from personal and business tax preparation and planning to mastering their books, and can get your account up and running in no time. And if you just so happen to be local to us in Los Angeles, we serve warm coffee and pastries daily.
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What if I already have a tax preparer?
+This is why we're in business, to help people just like you find a happy tax home. If for some reason you're just not happy with who you have, no problem. We can get all past records of accounts and have your returns, books or payroll issue managed without skipping a beat.
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Can you help if I haven’t filed in years?
+Yes! We can go back and pull your master IRS transcripts and find out not only what years you owe for and what returns are missing, but also obtain copies of your income information from those years and get the returns filed and up to date. And since the IRS has filed for you all those years without any deducations, a lot of times this means a refund!
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I just got a notice of audit. Now what?
+Call us! Receiving a notice of audit is frightening, and can lead to inaction which is generally a bad thing with the IRS. Our audit specialists will step in, get you protected by assuming power of attorney, and allow us time to map out the best option for your defense moving forward.
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I recently got married to someone who owes back taxes. Am I liable?
+This is a question we get a lot, and the short answer is 'probably not'. If you're married and file jointly, yes, you will both be liable for back taxes, even if you divorce one another. However, for cases where you didn't know there was a liability, we can file for an innocent spouse and petition the IRS to remove you from the obligation, which can be very successful.
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Can you assume books & payroll from my current provider?
+Absolutely. If you already are using an existing bookkeeper to manage your books or provide payroll services, and are looking to transition, we can migrate all of your records and liase directly with your current provider for a seamless and simplified hand-off.
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Can I manage everything online?
+Yes, you will be given access to our brand new state of the art online platform where you can chat with your assigned tax specialists, upload files, make comments on projects and manage correspondence. And if you just prefer to do it the old fashioned way with emails and letters, well, we can do that too.
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Will I have an attorney on my account?
+For more complicated issues such as back tax and audits, an attorney is placed to help direct the strategy and mediate the items. For other issues such as simple tax preparation and bookkeeping, attorneys are generally not needed and a tax specialist in that field will manage the assignment.
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Don’t have all of your records ready?
+If you need more time to get your returns in order, rest easy. We file extensions too.
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Am I liable for my spouse’s tax mistakes and debts?
+If you file a joint 1040, you and your spouse will be liable for 100% of any federal income or tax underpayment for that year. The IRS can potentially go after you to collect the entire unpaid balance, plus any interest and penalties even though you have since divorced. If you were unaware of a pre-existing tax debt, an IRS program exists to help remove spouses from the liability called the 'Innocent Spouse'. Ask us for more information about how this program works.
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I never filed but the IRS says I owe money
+The IRS will create returns called Substitute for returns in order to assess a tax balance against you based off your income without your credits or deductions. Our legal team will prepare the necessary returns and submit them for processing in order to correct these balances. Often this results in the tax amount being reduced or eliminated altogether.
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Should I have representation for an audit?
+Although it is not required it is strongly suggested. Our legal team is experienced in representing taxpayers in the audit process and getting the best results possible. We are able to organize the requested documents, reconcile receipts etc to create a complete packet to provide to the examiner.
Learning Center
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