CPA & EA · Virtual · Nationwide

Tax & Accounting
Done Right.

Virtual tax services by a licensed CPA and Enrolled Agent. Expert guidance, personal service, year-round support for individuals and small businesses nationwide.

Licensed CPA & EA on our team

Virtual · Nationwide · Flat-fee pricing

Get Your Free Quote See Our Services

✓Licensed CPA & Enrolled Agent✓No office visit required✓Response within 2 business days✓Financial Planning Dashboard, included free

Tax Year 2024

Filed & Accepted

Federal Refund

$3,240

↑ $412 more than last year

Return progress94%

✓

W-2 & 1099s uploaded

✓

All deductions reviewed

✓

Licensed CPA review

✓

E-filed & accepted

$10K+

Average savings identified

For small business clients

Flat Fee

No surprise billing

100%

Virtual service

Free planning tools

2 Days

Quote response

Included with every plan

More than just tax and accounting.

All clients · Free

Personal Financial
Planning Dashboard

Track your household net worth, budget, income, expenses, goals, and retirement scenarios — all in one place, at no extra charge.

✓Net worth and asset tracking

✓Budget and expense categories

✓Goal projections and retirement scenarios

✓Social Security and college savings estimators

Bookkeeping clients · Free

Monthly CFO Report
with AI Commentary

Every month your books close and a plain-language report lands in your portal: P&L, cash flow, and an AI narrative that explains what your numbers mean.

✓Monthly P&L, balance sheet, and cash flow

✓AI-generated narrative in plain language

✓Revenue trends and expense breakdowns

✓Delivered automatically, no extra charge

See everything included in your account →

How it works

See what we do for you.

Individual Tax

Avg. Federal Refund

for our individual clients

Filed & Accepted ✓

Avg. Refund Trend

Jul

Aug

Sep

Oct

Nov

Dec

Sample data for illustration purposes

Peace of mind

Your finances,
in good hands.

Your return, done right. Every deduction found.

A licensed CPA reviews every line of your return, not a software algorithm. You get your maximum refund and never have to refile.

All types: W-2, freelance, rental, investor
Multi-state returns handled
Tracked step-by-step to IRS acceptance

You run the business. We keep the books.

Monthly reconciliation and categorization via QuickBooks. Books always audit-ready, and every month a plain-language CFO report lands in your portal.

Monthly transaction reconciliation
QuickBooks managed for you
P&L, balance sheet, cash flow delivered
Free monthly CFO report with AI commentary

You focus on your life. We handle the IRS.

Received a notice? Our Enrolled Agent steps in and deals directly with the IRS on your behalf so you never have to face them alone.

Direct EA representation. Unlimited rights.
Audits, CP notices & appeals
Average resolution: 18 days

Federal Return · 2024

Filed & Accepted

Federal Refund

$3,240

↑ $412 vs. last year

Filing Progress

Prepare

Review

E-File

Accepted

TX State Return

$480

Filed ✓

April 2025 · Books

All Transactions Reconciled

Stripe — Client Payment

+$8,400.00

AWS Infrastructure

−$312.50

Google Workspace

−$48.00

Contractor Payment

−$2,500.00

Office Supplies

−$156.30

Net Income

+$5,383.20

QuickBooks synced · 99.4% match rate

Monthly CFO report ready

AI summary · Delivered to your portal · Free

IRS Notice CP2000

Resolved · 18 days

Case Timeline

Notice Received

EA Assigned

Response Filed

Case Closed

Proposed Amount

$4,800

Final Amount Owed

Enrolled Agent representation · $4,800 saved

Client portal

A complete financial picture,
included with your account.

Explore the portal

Financial planning dashboard, included free

Every client gets a full household planning dashboard: net worth, budget, income, goals, retirement scenarios, Social Security estimator, college savings, and more. One place for your complete financial picture.

Real-time return tracking

See every step: intake, CPA review, e-filed, accepted. No calling required. Estimated refund visible from day one.

Upload from any device

Drag & drop from your laptop or snap a photo from your phone. Encrypted, auto-organized by year and type.

Message your CPA directly

No phone tag, no email chains. Direct messaging with your CPA inside the portal, with full conversation history.

See document upload, identity verification, messaging & more.

Full portal overview

SureEdge

DashboardIncomeExpensesAssets & DebtsGoalsScenarios

Your Household

Financial Planning Dashboard

Set up your plan in 5 minutes

Answer a few questions and we'll build your first financial projection.

Start Setup →

NET WORTH

$284,200

ANNUAL INCOME

$124,000

ANNUAL EXPENSES

$89,400

TOTAL ASSETS

$318,500

GOALS SET

CASH FLOW

+$34,600

Quick-Start Checklist

Add your income sources

Add your expenses

Set your financial goals

Common situations we handle

Whatever your tax situation, we've got it covered.

“First year freelancing? SureEdge walks you through every deduction, every quarterly payment and finds savings you didn't know existed.”

Freelancer

“Running an S-Corp shouldn't mean voicemail loops. SureEdge picks up the phone and keeps your books clean all year.”

S-Corp Owner

“IRS notice? SureEdge handles the response, the paperwork, and the follow-up. Most cases resolved in weeks, not months.”

IRS Notice

“Big-box prep means a different preparer every year. SureEdge knows your situation and builds on it, year after year.”

Individual Filer

“Sole proprietor with no idea where to start? Quarterly taxes, SE tax, write-offs explained in plain language and set up right.”

Sole Proprietor

“Clean books aren't just for tax time. SureEdge bookkeeping means you understand your P&L every month, not just in April.”

Small Business

“Multiple states and a rental property? SureEdge handles it all in one place. No more juggling preparers.”

Multi-State Filing