SureEdgeTax & Accounting
What We Offer

Full-Service Tax
& Accounting.

From individual returns to complex small business accounting, all prepared by a licensed CPA and Enrolled Agent on our team.

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Licensed CPA & Enrolled Agent on our team
Federal + state returns for all 50 states
Flat-fee pricing. No surprise billing.
Year-round support, not just April
Federal Return · 2024
Filed & Accepted
Federal Refund
$3,240
↑ $412 more than last year
W-2 Income
$68,400
Freelance
$12,200
Deductions
$18,300
Effective Rate
12.4%
Reviewed & signed by licensed CPA
Individual returns

Personal Tax Preparation

Federal and state returns for W-2 employees, freelancers, investors, rental owners, and retirees. Every deduction reviewed by a licensed CPA. Nothing left on the table.

✓
W-2, 1099, freelance, rental, and investment income
✓
Multi-state filers handled
✓
E-filed and tracked to IRS acceptance
✓
Compared year-over-year for patterns
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Business returns

Small Business Tax

Schedule C, Form 1120-S, and Form 1065 for LLCs, S-Corps, C-Corps, and partnerships. Accurate, on-time filing with a full entity-level review and officer compensation analysis.

✓
LLC, S-Corp, C-Corp, and partnership returns
✓
Officer salary optimization
✓
Entity-level review for compliance
✓
Quarterly estimated payment calculation
Get a business quote
S-Corp Return · Form 1120-S
Under Review
Gross Revenue
$284,600
Business Income$284,600
Officer Salary (W-2)−$72,000
Business Expenses−$98,400
Net S-Corp Income$114,200
April 2025 · Books
All Transactions Reconciled
Stripe — Client Revenue+$8,400
AWS Infrastructure−$312
Contractor Payment−$2,500
Office Supplies−$156
Net Income+$5,432
Q
QuickBooks synced · 99.4% match rate
Monthly bookkeeping

Bookkeeping & Financial Statements

Monthly reconciliation and categorization via QuickBooks. Clean books you can actually use to run your business, delivered with P&L, balance sheet, and cash flow every month.

✓
Monthly transaction reconciliation
✓
QuickBooks managed for you
✓
P&L, balance sheet, and cash flow reports
✓
Audit-ready at any time
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IRS representation

IRS Defense & Representation

Received a notice or facing an audit? Our licensed Enrolled Agent represents you directly before the IRS with unlimited practice rights so you never face them alone.

✓
CP notices, audits, and appeals
✓
Enrolled Agent with unlimited IRS practice rights
✓
Average resolution in 18 days
✓
$0 owed in most CP2000 cases we handle
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IRS Notice CP2000
Resolved · 18 days
Notice Received
EA Assigned
Response Filed
Case Closed
IRS Proposed
$4,800
Final Owed
$0
Payroll · April 2025
Processed ✓
SK
Sarah K.
Owner / Officer
$4,820
of $6,000
JR
James R.
Part-Time Staff
$1,992
of $2,400
ML
Maria L.
Contractor 1099
$1,800
of $1,800
W-2s & 1099s preparedYear-end ✓
Payroll processing

Payroll Services

End-to-end payroll processing, quarterly filings, and year-end W-2 and 1099 preparation. We keep you compliant so you can focus on your people.

✓
Weekly, bi-weekly, or monthly payroll runs
✓
940/941 quarterly filings handled
✓
Year-end W-2 and 1099 preparation
✓
Direct deposit setup and management
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Year-round planning

Tax Planning & Strategy

Proactive, year-round strategies to legally reduce what you owe. We identify deductions and savings opportunities before the year closes, not after it's too late.

✓
Retirement account contribution optimization
✓
Business structure and entity selection
✓
Real estate and depreciation strategies
✓
Quarterly check-ins, not just April
Start planning
2025 Tax Strategy
Savings Opportunities Identified
Max out Solo 401(k)
−$5,850
Actioned
HSA contribution
−$920
Actioned
Home office deduction
−$2,100
Pending
Vehicle mileage log
−$1,440
In Review
Estimated tax savings$10,310

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