Tax Preparation
Getting your tax returns filed on time and error free each year is the best insurance against owing back taxes and accruing penalties.
Personal tax preparation:
It’s true. We love tax returns.
Don’t worry, we got the memo: doing your tax returns probably isn’t the one thing you’re super jazzed about year in and year out. In fact, most people dislike it so much they hire the first tax preparer they meet or are referred to, and only change when something goes terribly wrong. Well, there’s a better, simpler, and more affordable way to do things.
Nice to e-meet you. We’re the better way to do your taxes. In fact, we’re a whole new category of tax preparation service. We offer service competitive to the best firms out there at a fraction of the cost, with super personal service and options way above your average tax return mill.
Federal tax returns
We file your Federal returns with the IRS each year, along with reporting for all 50 States.
Specialty returns
We handle and prepare specialty returns such as trusts, estates, and gift taxes.
FBAR returns
We file FBAR returns to get you current and penalty free.
Answers to a few common
questions about personal returns:
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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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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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Foreclosure or debt written off?
+If you had a recent Foreclosure, short sale, credit card debt write-off or any other cancellation of debt, we can help you exclude part or all of that income.
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Missing W-2’s, 1099’s or other docs?
+We can obtain all of those and most other taxing documents you would need to file any previous year’s returns.
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Executor of an estate?
+If someone has passed away and left you in charge of their assets and finances, we can help guide you through your responsibilities, including all filing and reporting of any distributions.
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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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What can I do if I do not agree with the changes to my return?
+Taxpayers who do not agree with the proposed changes may appeal their case administratively within the IRS, to the U.S. Tax Court. We can assist you even after an unfavorable ruling of your audit through the appeals process.
Learning Center
Get valuable tax tips & information from the experienced professionals at Edge
Financial. We’re your resource for the latest and greatest for all things tax.
Business tax preparation:
Ok, let’s get down to business.
Your company’s success hinges on how well it manages its costs, streamlines operations, and, yes, how it files it’s returns.There are incredible variances between some firms’ bottom lines and others, simply from the way they process their books and prepare their returns. One cannot be done well without the other.
Getting your business returns completed, categorized, and processed each year is a different animal than personal tax prep, and is one our staff of tax attorneys and CPA’s are well armed to tackle. So whether you have a small consulting firm with modest income, or a large corporation with millions in annual revenue, our powerful business tax preparation, bookkeeping and planning can help manage a better bottom line.
We’ve got you covered
Whether your business is a corporation, partnership, or LLC, we’ve got you covered with forms 1120, 1120S, and 1065.
Local & specialty taxes
We handle all local sales and specialty taxes on goods such as food and beverage sales, cigarettes, clothing, etc.
Payroll taxes
We properly report wages and handle the quarterly returns old and new, such as 940’s and 941’s, to keep you penalty free.
Answers to a few common
questions about business returns:
-
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.
-
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.
-
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!
-
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.
-
Missed filing Payroll Taxes?
+We can go back and file any and all missing returns. We are compatable with Quickbooks, ADP, Paychex and many other payroll software systems.
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Not sure how to file your business?
+We can create a comparison chart to ensure you file your business returns to put you in the best position possible, and our attorneys can help with any incorporation or entity management need.
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Has your business taken a loss?
+We may be able to carry the losses back and reduce your debt on previous years.
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Need more time?
+If you don’t have all of your records ready, and need more time to file, it’s ok. We file extensions too.
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Are you up to date on compliance, state, or federal laws?
+Our payroll specialists reduce compliance risk be applying state and federal laws associated with your company profile and state.
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What can I do if I do not agree with the changes to my return?
+Taxpayers who do not agree with the proposed changes may appeal their case administratively within the IRS, to the U.S. Tax Court. We can assist you even after an unfavorable ruling of your audit through the appeals process.
