✦  Included with every bookkeeping plan: Personal Financial Planning Dashboard & CFO ReportsSee what's included →
SureEdgeTax & Advisory
What We Offer

Full-Service Tax
& Advisory.

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

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Licensed Enrolled Agent on our team
Federal + state returns for all 50 states
Flat-fee pricing. No surprise billing.
Year-round support, not just April
Included with every plan

More than just tax and advisory.

All clients · Free

Personal Financial Planning Dashboard

Every client gets access to a full household planning dashboard. Track your net worth, set financial goals, model retirement scenarios, and see your complete financial picture in one place.

✓Net worth and asset tracking
✓Budget, income, and expense categories
✓Goal projections and retirement scenarios
✓Social Security and college savings estimators
Bookkeeping clients · Free

CFO Report

Your books close and a plain-language report lands in your client portal. P&L summary, cash flow, and an AI-generated narrative that explains what your numbers actually mean. Reporting runs monthly or quarterly, depending on your bookkeeping plan and transaction activity.

✓Monthly P&L, balance sheet, and cash flow
✓AI-generated narrative in plain language
✓Revenue trends and expense breakdowns
✓Delivered automatically, no extra charge
Federal Return · 2024Sample
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 a licensed tax pro
Sample data for illustration purposes
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 tax professional. 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
Get a quote
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-SSample
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
Sample data for illustration purposes
April 2025 · Monthly ReportSample
Report Ready ✓
Total Revenue$24,800
Total Expenses−$14,200
Net Income$10,600
AI Commentary

Revenue grew 18% vs. March, driven by new client onboarding. Operating costs stayed flat. Cash position remains strong.

Delivered to your portal · Included free with bookkeeping
Sample data for illustration purposes
Monthly bookkeeping

Bookkeeping & Monthly Financials

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 reports on a monthly or quarterly cycle, depending on your bookkeeping plan.

✓
Monthly transaction reconciliation
✓
QuickBooks managed for you
✓
P&L, balance sheet, and cash flow reports
✓
Organized and review-ready at any time
✓
Free CFO report with AI commentary, delivered to your portal
Get a quote
IRS representation

IRS Defense & Representation

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

✓
CP notices, IRS audits, and appeals
✓
Enrolled Agent with unlimited IRS practice rights
✓
We manage every IRS deadline and response for you
✓
We challenge proposed amounts that are not supported
Get help now
IRS Notice CP2000Sample
Resolved · 18 days
Notice Received
Agent Assigned
Response Filed
Case Closed
IRS Proposed
$4,800
Final Owed
$0
Sample data for illustration purposes
Payroll · April 2025Sample
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 ✓
Sample data for illustration purposes
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
Get a quote
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 StrategySample
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
Sample data for illustration purposes

Not sure which service fits?

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