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Bookkeeping · Payroll · Sales tax · Tax prep

Clean books every month. Tax-ready when it counts.

TaxEdge Advisors keeps small businesses organized, compliant and prepared for tax season, with monthly bookkeeping, payroll, sales tax filings and business tax returns, all handled by the same person who knows your numbers. We work with clients across the U.S.

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Smart Books. Strategic Taxes. Scalable Growth.

  • Serving businesses nationwide
  • Authorized IRS e-file provider
  • Monthly close, every month
  • Built on QuickBooks Online
Services

Your finance back office, handled

Bookkeeping, payroll, sales tax and tax returns all feed each other. When one firm handles them together, nothing gets lost in between.

Monthly

Bookkeeping

Your books closed and reconciled every month, so you always know where the business stands.

  • Bank and credit card reconciliations
  • Accurate categorization of every transaction
  • Monthly profit & loss, balance sheet and cash flow reports
  • Catch-up and cleanup for books that have fallen behind
Annual & quarterly

Tax preparation

Business and owner returns prepared from books we already know, filed electronically and on time.

  • Business returns: Form 1120-S, 1065 and 1120
  • Owner returns: Form 1040 with Schedule C, E and K-1 income
  • Quarterly estimated tax calculations
  • Multi-state filings for businesses operating in more than one state
Every pay period

Payroll

Your team paid accurately and on time, with payroll taxes filed for you.

  • Payroll processing for salaried and hourly employees
  • Federal and state payroll tax deposits and filings, including Forms 941 and 940
  • Year-end W-2s and 1099-NECs for contractors
  • Multi-state payroll for remote teams
Monthly & quarterly

Sales tax

Sales tax returns prepared and filed on each state's schedule, so nothing slips.

  • Sales tax return preparation and filing
  • Tracking of state and local filing due dates
  • Reconciliation of sales tax collected against what's reported
  • Help registering in new states as you expand
Who we help

Small businesses of every kind, in every state

Schedule C

Sole proprietors & freelancers

Consultants, creatives, tradespeople and side businesses.

Form 1065

Partnerships & LLCs

Multi-member LLCs and partners who need clean K-1s.

Form 1120-S

S corporations

Owner-operators running payroll and taking distributions.

Multi-entity

Growing companies

Owners with several entities or staff in multiple states.

Service businesses, retail, e-commerce, contractors, professional firms and more. If you run a business, we can keep its books, run its payroll and handle its taxes.

How it works

From first call to tax-ready books

Everything happens remotely, so it works the same wherever your business is.

  1. Free call

    A 30-minute conversation about your business and where your books stand.

  2. Proposal

    A clear scope and flat monthly price, with no surprises.

  3. Onboarding

    We connect your accounts and clean up any backlog.

  4. Monthly close

    Books reconciled and reports delivered every month.

  5. Tax season

    Your return is prepared from books that are already done.

Key federal dates

The 2027 filing calendar

Clients get reminders well before each of these.

Jan 15

Q4 2026 estimated tax payment

Feb 1

W-2s, 1099-NECs and Q4 Form 941 payroll return

Mar 15

S corporation (1120-S) and partnership (1065) returns

Apr 15

Individual (1040) and C corporation (1120) returns; Q1 estimate

Calendar-year filers. State income, payroll and sales tax deadlines vary by state.

Valeriya Feliciano, founder of TaxEdge Advisors
About

Hi, I'm Valeriya

I founded TaxEdge Advisors to give small business owners what larger companies already have: a finance person who keeps the books right every month and knows the numbers when tax season arrives.

I started as a staff accountant at a small accounting firm, managing the books for more than 40 client businesses at once. From there I moved into a controller role, responsible for a company's accounting from start to finish: closing the books every month, reconciling accounts, running payroll, managing cash flow, preparing financial statements and keeping tax filings on schedule. Both roles taught me how quickly small errors add up, and how much better owners decide when their numbers are reliable.

I'm an Authorized IRS e-file Provider and I'm currently preparing for the IRS Enrolled Agent exam. I work with clients nationwide, entirely remotely, and I keep my client list small so every business gets real attention.

Valeriya Feliciano

Founder, TaxEdge Advisors

Questions

Frequently asked

Do you work with businesses outside Florida?

Yes. TaxEdge Advisors works with businesses in every state. Everything from onboarding to monthly reporting happens online.

My books are months behind. Can you help?

Yes. Catch-up and cleanup work is common. We bring your books current first, then keep them current every month.

Can you take over payroll from my current provider?

Yes. We can move your payroll mid-year and carry over year-to-date wages and tax filings, so your W-2s come out right.

What software do you use?

We work in QuickBooks Online. If you use something else, we'll talk through the best option on your first call.

Do you prepare the owner's personal return too?

Yes. We prepare your Form 1040 alongside your business return, so K-1 and Schedule C income carry over correctly.

How is pricing set?

Bookkeeping is a flat monthly fee based on transaction volume and number of accounts. Tax returns are quoted per return. You'll get a written proposal after your free call.

Get started

Ready for books you can trust?

Book a free 30-minute call. We'll look at where your books stand and what it would take to get them tax-ready.

Book a free 30-minute call
Emailvaleria@taxedgeadvisors.net
Phone(904) 426-5034
Service areaAll 50 states, fully remote