Upgrade your experience with Edge
Conquer this tax season
with our
Edge upgrade
All the benefits of your chosen service plus our reliable audit protection.
Gain peace of mind with comprehensive tax solutions that not only maximize your returns but also safeguard you against audits. Our expert team ensures accuracy, compliance, and unwavering support every step of the way.
Year-round unlimited tax return queries; tax planning/forecasting offered separately
Enjoy unlimited access to expert tax guidance throughout the year. Get answers to all your tax return questions anytime, ensuring accuracy and compliance. Need tax planning or forecasting? We offer those services separately to help you stay ahead financially.
Preparer Reimbursements for Legitimate Preparer Errors
Rest easy knowing that if an error is made on your tax return by our preparers, we’ve got you covered. We provide reimbursement for legitimate preparer mistakes, ensuring accuracy and accountability in every filing.
Resolve Any Tax Authority Correspondence with Proper Guidance from a CPA
Stay confident in handling tax authority inquiries with expert support. Our CPAs provide proper guidance to help you navigate any tax correspondence, ensuring timely and accurate resolutions while protecting your financial interests.
Conquer this tax season with our Edge upgrade
- All the benefits of your chosen service plus our reliable audit protection.
- Year-round unlimited tax return queries; tax planning/forecasting offered separately
- Preparer Reimbursements for Legitimate Preparer Errors
- Resolve Any Tax Authority Correspondence with Proper Guidance from a CPA
Terms and Conditions
1. Edge service upgrade is available to any consultation + tax preparation service.
2. A client may avail of the upgrade before a tax return is submitted to the relevant authority.
3. Audit protection reimburses the client for any legitimate tax preparer errors up to 50% of the amount of invoice paid. It also covers any professional work required to respond to a correspondence from any tax authority related to the tax return prepared by the CPA within 365 days from date of filing.
4. A client may send unlimited tax return queries for 365 days from date of filing.