Your Trusted Accountant in Edina, MN
At It All Adds Up Accounting and Tax, we take pride in being your go-to experts for all your accounting and tax needs wherever you reside. Established in 1982 in Edina, MN as Julie G. Merrill CPA, It All Adds Up Accounting and Tax then merged with Julie G. Merrill CPA in 2024 to become a nationally recognized accounting firm. We’re truly dedicated to providing personalized solutions that ensure you get the most out of your tax returns and financial planning.
We have now expanded our services to include virtual meetings so we can service your needs anywhere you happen to be at any given time. Even if you are not local to our offices we would be able to offer you our great services with this new offering.
Personalized Financial
Planning with a trusted CPA
Planning for the future requires careful consideration and expert advice. As a trusted financial plan we offer personalized financial planning services to help you reach your long-term goals.
From setting up retirement plans with profit-sharing components to establishing 401k plans, our team provides strategic guidance to optimize your financial situation. We work closely with you to create a plan that aligns with your objectives and helps you build a secure financial future.
Expert Bookkeeping Services
Our bookkeeping services, are tailored to keep your finances in perfect order. We understand that accurate record-keeping is crucial for managing your business or personal finances effectively. Whether you need help with daily transactions, account reconciliations, or financial reporting, our experienced team is here to support you every step of the way. With meticulous attention to detail, we ensure that your financial records are up-to-date and accurate, allowing you to focus on what you do best.
Comprehensive Tax Preparation Services
Navigating the complexities of tax preparation can be overwhelming, but with It All Adds Up Accounting and Tax, you don’t have to do it alone. Our tax preparation services cover a wide range of needs, including individual, partnership, corporate, fiduciary, estate, trust, and payroll tax returns. Our seasoned professionals work diligently to identify all potential deductions and credits, ensuring that you maximize your tax benefits. We also offer extended hours during tax season and flexible appointment scheduling to accommodate your busy schedule. Contact us today to learn how we can help you save and prepare for tax season with confidence.
Custom Solutions
for All Your Accounting Needs
At It All Adds Up Accounting and Tax, we recognize that every client has unique needs. That’s why we offer a wide range of services designed to address various aspects of accounting services and tax preparation. Our expertise includes:
Tax Returns: We handle tax returns for individuals, partnerships, corporations, fiduciaries, estates, trusts, and international returns such as Canadian and UK taxes.
Retirement Planning: We assist in setting up and managing retirement plans, including profit-sharing and 401k plans.
Bookkeeping: We provide detailed bookkeeping services to keep your financial records accurate and organized.
Financial Planning: We offer tailored financial planning services to help you achieve your financial goals.
Payroll Services: Our payroll services streamline the complex process of payroll management, ensuring accurate wage calculations, tax withholdings, and timely employee payments while maintaining regulatory compliance.
Flexible Scheduling and Extended Hours
We understand that tax season and financial planning require flexibility, which is why we offer extended hours and scheduled appointments. Whether you need an appointment outside of normal business hours or require urgent assistance, we are here to accommodate your needs. Our goal is to make it as convenient as possible for you to access our expert services and get the support you need.
Why Choose Our Tax Preparation Services?
With over three decades of experience, our team has the knowledge and expertise to handle your accounting and tax needs with precision and care. We are committed to providing top-quality services at affordable prices, ensuring that you receive the best value for your investment. Our dedication to client satisfaction is reflected in the long-standing relationships we’ve built within the community.
Get Started with Us Today! – If you’re ready to experience the difference that expert accounting and tax services can make, don’t hesitate: make sure you contact It All Adds Up Accounting and Tax today! Contact us now and let us help you navigate your financial journey with confidence and ease. We look forward to working with you and assisting you in achieving your financial goals. Remember: we’re always here to help you get the most out of your tax returns and financial planning, every step of the way.