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Tax Return Preparation for Individuals & Businesses

Expert Filing for Personal, LLC, S-Corp, and C-Corp Tax Returns

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Tax season doesn’t have to be stressful. At Next Edge CPA, we help individuals and businesses navigate the complexities of federal and state tax filings with precision, strategy, and peace of mind. Whether you're filing a personal return or managing the needs of a growing corporation, our team ensures your tax return is accurate, timely, and optimized for your financial success.

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Personal Tax Return Preparation

Get the Maximum Refund and Minimize Errors

Filing your individual tax return on your own can feel overwhelming—especially when life circumstances change. Whether you’ve had a major life event, received investment income, changed jobs, or bought a home, every situation affects your return.

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We work with:

  • W-2 earners and independent contractors
     

  • Individuals with multiple income sources
     

  • High net-worth individuals
     

  • Property owners and investors
     

At Next Edge CPA, we don’t just file your taxes—we take the time to understand your situation and look for every opportunity to minimize liability and maximize your return. Our personalized approach means fewer surprises and more confidence during tax season.

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LLC Tax Return Preparation

Support for Single-Member and Multi-Member LLCs

LLCs offer flexibility in how they’re taxed, and our job is to make sure your filing status works to your advantage. Whether you’re a single-member LLC filing as a sole proprietor or a multi-member LLC requiring a partnership return, we handle every detail.

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We help you:

  • Understand your tax obligations and deadlines
     

  • Prepare and file federal and state returns
     

  • Manage self-employment taxes and deductions
     

  • Track member distributions and capital accounts
     

With our ongoing support, we make sure your LLC stays in compliance while taking full advantage of deductions available to your business structure.

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S-Corp Tax Return Preparation

Specialized Support for S-Corporations

S-Corps provide tax advantages—but only if they’re handled correctly. As an S-Corp owner, you’re required to file Form 1120S, issue Schedule K-1s to shareholders, and accurately report reasonable compensation. We ensure your business is meeting IRS expectations while reducing exposure to audit risk.

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Our S-Corp tax services include:

  • Preparing and filing Form 1120S
     

  • Assisting with payroll and owner compensation compliance
     

  • Distributing and explaining K-1s
     

  • Identifying allowable deductions and fringe benefits
     

  • Ensuring compliance with state-level S-Corp requirements
     

Many S-Corp owners also benefit from our monthly accounting and payroll services, which keep financials organized year-round.

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C-Corp Tax Return Preparation

Corporate Filing Done Right—For Small and Mid-Sized Companies

C-Corporations are subject to double taxation—once at the corporate level, and again when profits are distributed as dividends. While this may seem like a disadvantage, C-Corps offer planning opportunities when handled strategically.

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We support C-Corp clients with:

  • Accurate preparation of Form 1120
     

  • Strategic tax planning to reduce liability
     

  • Deductible fringe benefits for employees and owners
     

  • Analysis of retained earnings vs. dividend payments
     

  • Year-end closing and financial reporting
     

Whether your business is new to the C-Corp structure or has been operating for years, we provide the insights and accuracy you need to stay compliant and tax-efficient.

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Why Choose Next Edge CPA?

1. Tailored Tax Strategy

We don’t believe in one-size-fits-all solutions. Every client—individual or business—receives custom guidance to fit their goals, industry, and structure.

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2. Compliance + Opportunity

We ensure your tax return meets every federal and state requirement. But beyond that, we look for credits, deductions, and strategic savings opportunities.

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3. Reliable Year-Round Access

Unlike seasonal tax preparers, we’re available throughout the year to answer questions, assist with audits, or update your return in the case of mid-year changes.

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4. Expertise Across Entities

From first-time LLCs to mature C-Corps with complex ownership structures, we’ve helped hundreds of clients file correctly and confidently.

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What to Expect When You Work With Us

  1. Initial Consultation
    We review your previous year’s returns (if applicable), your current income, entity structure, and goals.
     

  2. Document Collection
    You’ll receive a secure portal to upload W-2s, 1099s, K-1s, expense records, or business financials.
     

  3. Review & Preparation
    Our CPAs and staff accountants go to work, preparing your return with accuracy and attention to tax-saving details.
     

  4. Client Review
    You’ll have the opportunity to review your draft return, ask questions, and confirm everything before filing.
     

  5. Filing & Follow-Up
    Once approved, we electronically file your return and provide a copy for your records. If the IRS or state agency reaches out, we’re here to help.
     

 

Ready to File With Confidence?

Tax preparation doesn’t have to be a burden. Whether you're a busy professional, a startup founder, or the CFO of a growing company, Next Edge CPA makes the filing process efficient, accurate, and stress-free.

Contact us today to schedule your tax return consultation and let’s make this tax season your easiest yet.

                                     © NextEdge Financial Management Firm 2014  |  All Rights Reserved  |  |  801-400-1794 

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