SureEdgeTax & Accounting
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.

Tax professional
Licensed CPA & EA on our team
Virtual · Nationwide · Flat-fee pricing
✓Licensed CPA & Enrolled Agent✓No office visit required✓Response within 2 business days
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
6
Free planning tools
2 Days
Quote response
How it works

See what we do for you.

Individual Tax
Avg. Federal Refund
$0
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.

01
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
02
You run the business. We keep the books.

Monthly reconciliation and categorization via QuickBooks. Your finances are always audit-ready, and you actually understand your P&L.

  • Monthly transaction reconciliation
  • QuickBooks managed for you
  • P&L, balance sheet, cash flow delivered
03
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
Q
QuickBooks synced · 99.4% match rate
IRS Notice CP2000
Resolved · 18 days
Case Timeline
Notice Received
EA Assigned
Response Filed
Case Closed
Proposed Amount
$4,800
Final Amount Owed
$0
Enrolled Agent representation · $4,800 saved
Client portal

Your finances,
always within reach.

Explore the portal
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
DashboardReturnsBooksToolsDocumentsMessages
SK
Welcome back, Sarah K.
Tax Year 2024 · Under Review by your CPA
Est. Refund
$3,240
Progress
94%
Documents
4 / 5
Recent Activity
✓
W-2 from Employer uploaded
2h ago
✓
1099-NEC added to your return
Yesterday
●
Schedule B requested by your CPA
Pending
💬
Message from CPA: "Almost done!"
1h ago
Free Financial Tools
Tax Bracket
Roth IRA
Quarterly Tax
+ 3 more
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

“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
Get started today

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