Miami, Florida

(954) 899-0896jorge@capitaledgefirm.com

Accounting Services with Professional Accuracy

At Capital Edge Firm, we help businesses and individuals across the United States with tax preparation & filing, accounting & bookkeeping, insurance brokerage (auto, home, commercial & health), and notary services—Mobile, Remote Online (RON), and In-Office. We deliver fast service, full compliance, and real human support

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  • Security and Privacy
  • IRS & Florida Compliance
  • Bilingual: Spanish / English
  • Same-day Responses

About Us

Your trusted partner in Accounting, Insurance & Notary Services

At Capital Edge Firm, we help individuals, families, and businesses in Florida achieve clarity, compliance, and financial growth.

With more than 8 years of combined experience in accounting, insurance, and notary services. We are committed to delivering excellence with every client we serve.

Whether you're an entrepreneur, a family, or a corporation, our goal is to provide personalized solutions that help you stay compliant, make better decisions, and protect what matters most.

0Years of Excellence
+0Clients
0Our Partners
About us
AAA
Erie Insurance
Infinity
NatGen / Allstate
Progressive
Safeco
State Farm
The Responsive Auto Insurance Company
Travelers
United
USAA
SMGA
Aetna
Alert Auto Insurance
Allstate
Ambetter Health
American Collectors Insurance
American Integrity Insurance
Amwins Specialty Auto
Appalachian Underwriters
Aspera Insurance Services
AssuranceAmerica
Auto-Owners Insurance
Bristol West (A Farmers Insurance Company)
Cabrillo Coastal
Centauri Insurance
Coastal Insurance Underwriters
Coterie Insurance
Cypress Property & Casualty
Dairyland
Attune
Embark
First Acceptance Insurance Company
Florida Peninsula Insurance Company
Foremost Insurance Group
GEICO
GAINSCO Auto Insurance
Hagerty
Heritage Insurance
Hiscox
Olympus Insurance
Roamly
Root Insurance
STAR Mutual RRG
Edison Insurance Company
Neptune Flood
London Underwriters
Mendota Insurance
Mercury Insurance
Monarch National Insurance
Prudent Pet Insurance
Nationwide
NEXT Insurance
RYAN Insurance
QuickBooks
Deep Violet

Our Services

Clear solutions, fair pricing, and on-time delivery.

Popular

Accounting Overview

Comprehensive assessment of your financial health and systems.

Custom/ quote
Initial consultation to determine the best path forward.
Includes
  • System review
  • Process analysis
  • Compliance check
  • Reporting assessment

Monthly Accounting & Bookkeeping

Monthly bookkeeping, reconciliations, and management reporting.

from
$299/ per month
Base price varies by transactions, number of accounts, and payroll headcount. Catch-up/cleanup billed separately.
Includes
  • Bank & credit card reconciliations
  • Monthly P&L, Balance Sheet, Cash Flow
  • Receipt capture & categorization rules
  • Close & review checklist (accruals)
  • Support via phone / chat / email

Payroll Processing

Payroll processing, tax filings, and year-end forms.

from
$39/ per month
+ ~$6 per employee (estimate). Multi-state, garnishments, and special filings may incur additional fees. Employer approval/funding required prior to submission.
Includes
  • Payroll runs & direct deposit
  • Federal/state tax filings (941/940, SUTA)
  • Year-end W-2/W-3 & 1099-NEC e-file
  • New-hire reporting (where required)
  • Employee portal & pay stubs

Administration Services

Back-office support to keep your business running smoothly.

from
$200/ per month
Customized based on your specific needs.
Includes
  • Document management
  • Vendor coordination
  • Compliance filings
  • Administrative support

Income Tax Return Preparation

Professional preparation of your individual income tax return.

$199/ per return
Pricing depends on complexity of return.
Includes
  • Form 1040 preparation
  • Deduction optimization
  • Credit analysis
  • Review with tax pro

Income Tax Return Filing

Secure electronic filing of your prepared tax return.

$149/ per return
Included with preparation service.
Includes
  • E-filing to IRS
  • State filing
  • Confirmation of acceptance
  • Digital copy of return

Most Popular

Corporate & LLC Tax Returns

Tax preparation for S-Corps, C-Corps, Partnerships, and LLCs.

from
$499/ per return
Pricing varies by entity type and complexity.
Includes
  • Form 1120/1120S/1065
  • K-1 generation
  • Depreciation schedules
  • State business filings

Year-Round Tax Planning

Proactive strategies to minimize tax liability throughout the year.

$299/ per month
Subscription-based service.
Includes
  • Quarterly estimates
  • Tax projection
  • Deduction planning
  • Entity structure review

Mobile Notary

We come to you. Convenient notarization at your home or office.

$40/ per visit
Travel fees apply based on distance.
Includes
  • Travel to location
  • Identity verification
  • Notarial act
  • Witnessing (if needed)

Fast

Remote Online Notary (RON)

Secure, 100% online notarization via video call.

$25/ per notarization
Requires valid ID and camera-enabled device.
Includes
  • Secure video session
  • Digital seal
  • Identity proofing
  • Instant digital document

In-Office Notarization

Visit our office for quick and professional notarization.

$10/ per act
Standard statutory fees apply.
Includes
  • Walk-ins welcome
  • Identity verification
  • Notarial act
  • Printed copies

Individual & Family Health Plans

ACA/Marketplace plans tailored to your needs and budget.

Custom/ quote
Open Enrollment Period applies.
Includes
  • Marketplace enrollment
  • Subsidy calculation
  • Plan comparison
  • Coverage explanation

Self-Employed Health Plans

Flexible coverage options for freelancers and small business owners.

Custom/ quote
Available year-round.
Includes
  • PPO options
  • Tax deduction guidance
  • Network flexibility
  • Custom benefits

Dental Insurance

Coverage for preventive, basic, and major dental services.

Custom/ quote
Waiting periods may apply.
Includes
  • Cleanings & exams
  • Fillings & extractions
  • Orthodontia options
  • Network discounts

Vision Insurance

Plans covering eye exams, glasses, and contacts.

Custom/ quote
Network providers offer best value.
Includes
  • Annual eye exam
  • Frame allowance
  • Lens coverage
  • Contact lens allowance

Supplemental Insurance

Extra coverage for unexpected medical costs.

Custom/ quote
Pays directly to you.
Includes
  • Accident coverage
  • Hospital indemnity
  • Cancer/Critical illness
  • Cash benefits

Critical Illness Insurance

Financial protection against serious illnesses.

Custom/ quote
Benefit amount based on policy.
Includes
  • Lump sum benefit
  • Cancer coverage
  • Heart attack/Stroke
  • Flexible use of funds

Auto Insurance

Comprehensive coverage for your vehicle and liability.

Custom/ quote
Discounts for safe drivers.
Includes
  • Liability coverage
  • Collision & Comprehensive
  • Uninsured motorist
  • Roadside assistance

Motorcycle Insurance

Specialized coverage for your bike and gear.

Custom/ quote
Seasonal policies available.
Includes
  • Accessory coverage
  • Guest passenger liability
  • Helmet coverage
  • Total loss coverage

Homeowners Insurance

Protect your home and personal property.

Custom/ quote
Flood insurance sold separately.
Includes
  • Dwelling coverage
  • Personal property
  • Liability protection
  • Loss of use

Renters Insurance

Affordable protection for your belongings.

Custom/ quote
Required by many landlords.
Includes
  • Personal property
  • Liability coverage
  • Loss of use
  • Replacement cost

Flood Insurance

Essential protection against rising water damage.

Custom/ quote
30-day waiting period typically applies.
Includes
  • Building coverage
  • Contents coverage
  • NFIP & Private options
  • Excess flood available

Boat & Watercraft

Coverage for your time on the water.

Custom/ quote
Navigational limits apply.
Includes
  • Hull coverage
  • Liability
  • Fuel spill cleanup
  • Towing & assistance

Pet Insurance

Healthcare coverage for your furry family members.

Custom/ quote
Pre-existing conditions excluded.
Includes
  • Accident & illness
  • Hereditary conditions
  • Exam fees
  • Prescription meds

Mortgage Protection

Life insurance to pay off your mortgage.

Custom/ quote
Protects your family's home.
Includes
  • Death benefit
  • Disability rider
  • Return of premium
  • Level premiums

Umbrella Insurance

Extra liability protection beyond standard limits.

Custom/ quote
Requires underlying auto/home policies.
Includes
  • Excess liability
  • Legal defense costs
  • Worldwide coverage
  • Uninsured motorist excess

Trucking & Fleets

Commercial Trucking

Coverage for owner-operators and fleets.

Custom/ quote
Filings (FMCSA) included.
Includes
  • Auto liability
  • Motor truck cargo
  • Physical damage
  • General liability

General Liability

Fundamental protection for your business operations.

Custom/ quote
Required for most contracts.
Includes
  • Bodily injury
  • Property damage
  • Personal injury
  • Products/Completed ops

Professional Liability

E&O coverage for service professionals.

Custom/ quote
Tailored to your industry.
Includes
  • Errors & Omissions
  • Legal defense
  • Negligence claims
  • Copyright infringement

Business Owners Policy (BOP)

Bundled property and liability coverage for small businesses.

Custom/ quote
Cost-effective bundle.
Includes
  • General liability
  • Property coverage
  • Business interruption
  • Equipment breakdown

Commercial Property

Protect your building, equipment, and inventory.

Custom/ quote
Replacement cost valuation.
Includes
  • Building coverage
  • Business personal property
  • Business income
  • Extra expense

Workers' Compensation

Coverage for employee injuries and illnesses.

Custom/ quote
Mandatory in most states.
Includes
  • Medical expenses
  • Lost wages
  • Rehabilitation
  • Employer's liability

Commercial Flood

Flood protection for business properties.

Custom/ quote
Separate from property policy.
Includes
  • Building coverage
  • Inventory/Contents
  • Debris removal
  • Compliance support

Claim Consulting

Expert assistance with complex insurance claims.

Custom/ quote
We advocate for you.
Includes
  • Policy review
  • Damage assessment
  • Negotiation support
  • Settlement maximization

Aviation Insurance

Specialized coverage for aircraft and drones.

Custom/ quote
For private and commercial use.
Includes
  • Hull coverage
  • Liability
  • Passenger medical
  • Hangar keepers

Pro

End-to-End RCM: Billing & Coding

Full revenue cycle management from charge capture to payment posting and A/R follow-up.

4%
Pricing varies by specialty, volume, payer mix, and scope. Credentialing, eligibility & prior auth can be added as standalone services if needed.
Includes
  • Charge capture & encounter reconciliation
  • ICD-10-CM/CPT/HCPCS coding with NCCI/LCD checks
  • Claim scrubbing & EDI submission (clearinghouse)
  • ERA/EOB payment posting & reconciliation
  • A/R follow-up, denials & appeals management

Eligibility & Benefits Verification

Pre-service verification to reduce denials and patient surprises.

from
$2/ per verification
Real-time responses depend on payer systems. Patient financial responsibility estimates are not guarantees.
Includes
  • Active coverage check
  • Copay/coinsurance details
  • Remaining deductible
  • PA/precert requirements
  • Notes updated in EMR

Prior Authorization Management

End-to-end handling of payers’ authorization requirements for procedures and therapies.

from
$35/ per case
Turnaround times vary by payer and medical necessity review. Provider clinical input may be required.
Includes
  • Payer criteria & forms
  • Clinical documentation collection
  • Submission & status tracking
  • Follow-ups and updates
  • Closure with approval/denial notes

Denial Management & Appeals (Projects)

Root-cause analysis, corrected claims, and appeal packages to recover revenue.

from
$25/ per case
Denial handling is included in our End-to-End RCM retainer; also available as standalone clean-up projects.
Includes
  • Payer-level root cause analysis
  • Edits & corrected resubmissions
  • Appeal letters with citations
  • Tracking to final resolution
  • Trend reporting & prevention plan

Provider Credentialing & Enrollment

CAQH profiles, payer applications, EFT/ERA enrollment, and expirables management.

from
$300/ per provider
Panel openings and payer timelines vary. Enrollment approval is at payer discretion.
Includes
  • CAQH setup & attestation
  • Payer applications & follow-up
  • EFT/ERA enrollment
  • Status tracking & recredentialing
  • License/insurance expirables management

Coding Audits & Provider Education

Prospective/retrospective chart reviews with feedback and training to improve accuracy.

from
$25/ per chart
Education is for coding/documentation only and not clinical or legal advice.
Includes
  • E/M leveling per current guidelines
  • Modifier usage (e.g., 25/59/XS/XU)
  • ICD-10 specificity & HCC capture (where applicable)
  • Documentation feedback & Q&A session
  • Audit report with action items

HIPAA Compliance & Risk Assessment

Policies, BAAs, risk analysis, and remediation planning to protect PHI.

from
$650/ per assessment
We help operationalize HIPAA requirements but do not provide legal opinions or certifications.
Includes
  • Policies & procedures review
  • BAA & role-based access controls
  • Security risk analysis (administrative/technical/physical)
  • Remediation roadmap & training
  • Incident response workflow
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How We Work

1

Schedule

Book your appointment or send your inquiry online.

2

Review

We verify identity/documents and prepare your case.

3

Sign & File

In-person or RON signing. We file your taxes if applicable.

Frequently Asked Questions

Is Remote Online Notarization (RON) valid in Florida?
Yes. We comply with state requirements: identity verification, audio/video recording, and valid digital seals.
How long does tax filing take?
It depends on complexity. Many individual returns are completed the same day once we receive all required documents.
Can I pay online?
Yes, we accept electronic payments and provide receipts/invoices for your records.
Do you offer free consultations?
Yes, we provide a complimentary initial assessment to define scope and fees before we begin.

Contact Us

Book an appointment, tell us about your case, or request a call.

Address

2121 Biscayne Blvd, Ste 1579

Miami, FL 33137

Call Us

+1 (954) 899 0896

Email Us

jorge@capitaledgefirm.com

Open Hours

Mon–Fri: 9:00 AM – 6:00 PM

Sat: 10:00 AM – 2:00 PM

Privacy Policy (Summary)

We collect only the information necessary to deliver our services. We never sell your data. We implement technical and organizational safeguards to protect it.

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