A trust inherited my parent’s IRA. How fast does the money have to come out?
The Situation We’ll Use A father dies in 2026 in his late 80s, leaving a traditional IRA worth $500,000. The beneficiary form …
Empowering Your Financial Success
Minimize stress & shrink your tax bill
Expert tax preparation, business accounting, and financial planning tailored to individuals and small businesses along the Wasatch Front.
What we do
Expert accounting services
Navigate the complexities of your finances with confidence, with a dedicated team and solutions built around your situation.
Personal Tax Preparation
Maximize your return with confidence. We handle accuracy, uncover savings, and keep pace with a tax code that never stops moving.
Tax Planning
Strategy before the deadline, not after. We identify opportunities, minimize liabilities, and plan the year ahead rather than reacting to it.
Bookkeeping
Expenses, income, invoices, and payroll, kept in order month to month so the books are ready whenever you need them.
Business Tax Preparation
From first-year startups through established corporations: accurate, on time, compliant, and structured to keep liability down.
Payroll
Payroll run accurately and compliantly, sized to your business rather than to a software package.
Business Intelligence
Dashboards, KPI tracking, and forecasting that turn the numbers you already have into decisions you can act on.
10
Years in practice
7,600
Returns filed
348
Business clients
5.0
Average rating
Why Edgewater
Built on three commitments
Excellence
Work that holds up under scrutiny — from the IRS, from your lender, and from you. We would rather take the extra hour than send something we would not sign our own name to.
Professionalism
Calls returned, deadlines tracked, and plain answers to questions you were worried might sound obvious. Your financial life is not a ticket in a queue.
Expertise
Years of tax and financial planning behind every recommendation, and continuing education behind every year of it. The code changes; so do we.
Latest from the practice
Understanding the One Big Beautiful Bill: How the 2025 Tax Bill Affects You
On July 4 2025 the One Big Beautiful Bill Act (OBBBA) became law. Informally called the Working Families Tax Cut, this legislation builds on the Tax Cuts …
Tax Professionals Compared: Accountant, CPA, or Enrolled Agent?
Here we learn the differences between an accountant, a Certified Public Accountant (CPA), and an Enrolled Agent (EA). Accountants handle general financial tasks, CPAs provide advanced services and IRS representation, while EAs specialize in tax-related matters. Choosing the right professional depends on individual financial and tax needs.
Let’s talk about your situation
A free consultation is the fastest way to find out what we can do for you. No obligation, no jargon.