Build your business. Grow your wealth.

Providing small business accounting services and personal tax preparation to the greater San Diego area for 29 years.



ABOUT

Big firm capability; small firm personality.


Do more than just crunch the numbers.

Taxwise Services has been helping small businesses and individuals with their accounting and tax preparation needs since 1985. Whether you're an individual, a sole-proprietor, or a small business with fifty employees, Taxwise Services tailors services to suite your needs. Taxwise works wherever you're most comfortable; at your work place or at our offices.

William R. Edgemon Jr., EA

Enrolled to practice before the IRS

Billy's approach to accounting and tax services is very personal, and focused on minimizing taxes in order to maximize profit.

Taxwise Services truly delivers on big firm capability with small firm personality. Billy recognizes and knows each of his clients on a personal level.



Intuit Certified ProAdvisor: QuickBooks
Intuit Certified ProAdvisor:
QuickBooks
Intuit Certified ProAdvisor: QuickBooks Online
Intuit Certified ProAdvisor:
QuickBooks Online
Intuit Certified ProAdvisor: Point of Sale
Intuit Certified ProAdvisor:
Point of Sale
Intuit Certified ProAdvisor: Enterprise
Intuit Certified ProAdvisor:
Enterprise



What's the difference between an Enrolled Agent (EA) and a Certified Public Accountant (CPA)?

An Enrolled Agent (EA) is the only federally licensed tax practitioner that the IRS credentials as having technical expertise in taxation. EA's have passed a rigorous, 3-part competency exam that focuses specifically on individual and business ethics and tax issues. Unlike unlicensed tax preparers, EA's must receive a background check. The true value of an Enrolled Agent is that they keep up with countless tax laws, regulations, and have the expertise apply these rules for your benefit.

The CPA exam covers a range of areas including financial, audit, business, and tax and regulation. They are regulated by individual states. Both EA's and CPA's are required to complete continuing education each year. EA's have the same representation authority that a CPA or attorney would have during audits, collections, and appeals.

Don’t make the mistake of trying to represent yourself. Hire the right professional... an Enrolled Agent.




SERVICES

Large enough to meet your accounting and tax needs.
Small enough to know your name when you call.


Billy Edgemon working with clients

Affordable, Accurate Accounting Services

  • Preparation or review of your internal accounting records.
  • QuickBooks Certified Proadvisor for setup, training and maintenance.
  • Insight into business entity choice and planning.
  • Financial statement preparation.
  • Quick problem solving.
  • Reasonable fees.
  • Solutions to grow your business.

Full Service tax preparation

  • Accurate business and personal tax returns.
  • IRS and tax agency representation.
  • Professional tax strategies tailored to save you money.
  • Personable, friendly service.
  • 29 Years experience.
  • Flexibility
  • Timely communications.
  • Reliability, integrity, and honesty.

At Taxwise Services, we realize that you need more from your accountant than preparing financial statements and tax returns. Your accountant should act as your business and financial advisor, helping you to understand the financial health of your business or personal finances through the interpretation of your financial statements. A proper accountant needs to keep aware of changes in tax laws and other regulatory requirements so that you can focus less on your accounting and taxes, and more on your business.




ASK BILLY

Billy Edgemon answers your accounting and tax questions.


Do I need to file a federal tax return this year?

- Lawrence A.


Great question!

Maybe. There are multiple factors such as income, filing status, dependents and age to determine your filing requirements. Even if you don't need to file a tax return, there are times when you should. You may qualify for a tax refund even if you don't have to file. However, you must file a return to claim it. Here are a few possibilities. If you had federal withholding, that may result in a refund. You also might qualify for various refundable credits such as Earned Income Tax Credit, Additional Child Tax Credit and American Opportunity Credit.

Billy working from his home office





CONTACT

Integrity + Accuracy. It all adds up.




Other ways to contact:
619-291-4655
4635 Louisiana St
San Diego, CA   92116
Hours:   By appointment only
Monday 9 AM - 5 PM
Tuesday 9 AM - 5 PM
Wednesday 9 AM - 5 PM
Thursday 9 AM - 5 PM
Friday 9 AM - 5 PM
Saturday Closed
Sunday Closed


TESTIMONIALS

Working with our clients; not simply for them.


Terrific Accounting Service

I have benefitted from the terrific accounting, business financial advice and tax services of the staff at Taxwise Services since 1987. The owner himself has given me excellent, personalized services through 11 years of accounting and financial development of my technical writing company, through an IRS audit (they went away empty handed!), and with my individual tax returns. Taxwise Services has helped me solve many business and financial issues before they became problems and has always given me excellent advice.

S. Lee T.


Excellent Service

We hired Taxwise Services for our business in 1995. They provide first rate service at a reasonable price. We were so impressed with their professionalism that we quickly hired them to attend to our personal income taxes as well. Over the past 11 years they have taken very good care of us and always provided sound, honest advice. Thanks to their integrity, we look forward to a business partnership for many years to come.

Jane & Donald P.


Efficient and Dedicated Tax Services

Billy Edgemon of Taxwise Services has been preparing my individual returns for several years now. He makes the annual tax filing process quick and painless. He is thorough in making sure my returns are done with the most accuracy. He also is available throughout the year to answer tax strategy planning questions.

Wlliam G.


Billy Edgemon, Enrolled Agent

Billy handing off tax papers

Billy making clients happy

The Best In The Business

If you are looking for the best then look no further because this guy is great! Billy specializes in helping business with their taxes and accounting. When I started out looking for help with my business' taxes and accounting I searched everywhere and talked to a lot of accountants. One of the first things Billy said to me was that he could help me with everything I asked for help with, and that everything would be done by the book. No funny stuff and totally upfront and honest. He also promised to keep the cost of his help as low as possible. I have now been working with him for the last six months and totally impressed! He has offered tons of great business advice and got my business on the right track. His costs are also half of what my last accountant was, and a thousand times more reliable and helpful. His helper Felix (the cat) is also great!

Shawn D. & Scott W.


Taxes Done Right

My husband and I had a wonderful experience working with Taxwise Services. Billy Edgemon is highly qualified and very thorough in all of his processes. He clearly defines your options and the paperwork you are signing. You can rest at ease knowing that your taxes are done accurately. Centrally located in San Diego a big plus! We would highly recommend to anyone!

Cristina & Dennis G.