Tax Preparation

Getting your tax returns filed on time and error free each year is only half the story.

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:

  • 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.

  • 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.

  • 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.

  • 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.

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:

k, 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:

  • 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.

  • 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.

  • Has your business taken a loss?


    We may be able to carry the losses back and reduce your debt on previous years.

  • 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.

Ready to get started?