Miami Headquarters • Nationwide & Multi-State Services
CAPITAL EDGE · TAX SERVICES
Personal returns, business taxes and multi-state sales tax compliance. Start with a team that helps you understand your obligations and prepare your next step.
Based in Miami. Federal tax support nationwide. English & Spanish.
Nationwide federal support
State services confirmed for your circumstances and applicable requirements.
English & Spanish
Discuss your documents, questions and next steps in either language.
A clearly defined scope
Review the work needed and the proposed fees before the engagement begins.
FIND YOUR STARTING POINT
An individual return, an entity filing and a sales tax obligation each call for a different approach. Choose the service that matches what you need.
For individuals, families & independent workers
Organize your income, review eligible deductions and credits, and prepare your federal individual return.
For corporations, partnerships & LLCs
Prepare the returns appropriate to your business's federal tax classification, with records and filing requirements considered together.
For sellers & businesses operating across states
Understand sales tax obligations across jurisdictions and organize the registrations, records and filings your business may need.
LOOK BEYOND THE RETURN
Changes in income, business activity or ownership can affect your tax position. Review them during the year, with planning based on your records and circumstances.
Explore year-round tax planningConsider payment needs as income and business activity change.
Discuss the tax implications of planned purchases, growth or changes in operations.
Use organized financial records to support projections and preparation.
HOW WE WORK
Understand the work involved, the documents needed and what happens next.
Identify the tax years, returns and jurisdictions involved. Confirm service availability, scope and proposed fees.
Receive guidance on the documents needed and arrange an appropriate way to share sensitive information.
We prepare the agreed work, clarify missing information and review the return with you before submission.
For eligible returns, filing follows your authorization. Retain your return and confirmation, and discuss any agreed next steps.
BEFORE YOUR CONSULTATION
Use this list to organize your records. Your final document requirements depend on your circumstances and the services agreed.
Return type, entity classification, record completeness and state requirements can affect the work and fees. We confirm these before the engagement begins.
Do not include Social Security numbers, tax returns or bank details in a general inquiry. During your consultation, we will explain how to share the documents needed for your case.
DIRECT FROM THE IRS
Review the IRS guidance on gathering records and preparing for an individual return.
View the IRS preparation guideUse the official IRS tool to check the status of an eligible federal income tax refund.
Visit Where's My Refund?Read who may need estimated payments and how the IRS explains the process.
Read about estimated taxesYOUR QUESTIONS, ANSWERED
Practical answers about scope, preparation and what to expect.
Yes. Capital Edge is based in Miami and provides federal tax preparation and planning support nationwide. State-specific services and multi-state compliance work are confirmed during intake according to the engagement and applicable requirements.
Fees depend on the returns involved, the complexity of your income or business, the condition of your records and any state-specific work. Contact us to discuss your situation. The proposed scope and fees are confirmed before the engagement begins.
Have a general summary of your income or business, the tax years involved and any deadlines or notices. The checklist above can help you organize your records. Do not send tax returns, Social Security numbers or bank details through the general contact form; ask us how to share sensitive documents.
That depends on its federal tax classification and circumstances. An LLC may be treated as a disregarded entity, partnership or corporation for federal tax purposes. We review the entity information and existing elections to identify the preparation services that apply to your case.
Preparation and filing support are available within the agreed engagement. Electronic filing depends on the return's eligibility and applicable requirements. Before submission, you review the return and provide the necessary authorization. State filing availability is confirmed during intake.
No. A refund, balance due or potential tax saving depends on your facts, the documentation provided and applicable tax rules. We do not promise a specific outcome. The IRS and state agencies control return processing and refund timing.
LET'S START WITH YOUR SITUATION
Tell us whether you need personal tax preparation, business returns or sales tax compliance. We will help you identify the appropriate service and information needed.
Services depend on your circumstances, applicable federal and state requirements, and the agreed engagement. State-specific availability is confirmed before work begins. Refunds, processing times and tax savings are not guaranteed.
