Financial Tools & Resources
Everything you need to stay compliant, file confidently, and protect your financial ecosystem.
This page is updated regularly during tax season.
IRS Essentials
Core official resources every taxpayer should know.
These links take you directly to verified IRS portals.
Business Essentials
Tools to help you start, strengthen, and structure your business — the right way.
South Carolina Business Registry
Search the SC Secretary of State registry to confirm business filings, standing, or updates needed. If you’re starting fresh, I can help you determine the right structure for your goals.
North Carolina Business Registry
Check the status of your business registration, verify name availability, or review state compliance details. If you’re unsure what any of this means — I can guide you through it.
Need another state? I can assist with business registrations or status lookups nationwide. Just send me a message, and I’ll guide you through the correct process for your state.
Smart Navigation Tools
Your money shouldn’t be confusing. These resources help you understand how the system works and if anything feels unclear, I’ll walk you through it.
Small Business Tax Center
Explore how the IRS views business income, expenses, workers, and compliance. If you’re unsure what applies to you, I’ll walk you through it step by step.
State Tax Departments Directory
Locate state tax websites for forms, IDs, and compliance guidelines. If you aren’t sure what to select, I’ll point you in the right direction.
Feeling overwhelmed? Book a Business Navigation Session and I’ll help you align structure, taxes, and setup — step by step.
Building Your Financial Ecosystem
Taxes are only one piece of the financial puzzle.
Most people never build stability because they treat money like a seasonal event,
not a system. My approach aligns multiple parts of your financial life so you’re stable,
protected, and progressing automatically.
Income Integrity™
Understand what you earn, how you earn it, and how your income is taxed.
When your income structure is aligned with your goals, you keep more of your money.
Record Stability™
Receipts, invoices, bank statements, payroll, mileage, 1099s — this is where most people bleed money.
When your records are stable, you reduce risk, increase deductions, and avoid IRS drama.
Strategic Filing™
You don’t file taxes to survive another year, you file to build long-term comfort.
This is where credits, dependents, deductions, and tax planning work together to serve your goals.
I don’t just prepare taxes — I help you build a financial ecosystem that supports your goals all year long.
Your Path to Stability Starts Here
Select the pathway that matches where you are today. I’ll handle the rest.
Financial Ecosystem Audit™
Not sure what’s holding you back?
We’ll assess your income, credits, withholding, structure, and risk.
You’ll receive a score and a roadmap to strengthen every area.
Start Filing Your Taxes
Taxes should feel organized and stress-free.
Choose your filing type and I’ll guide you through a clean, compliant process that protects your refund and prevents delays.
Join the Edwards Tax Prep VIP List
Exclusive updates, early-season filing access, compliance tips, and private resources for loyal clients — delivered directly to your device.
Know Your Real Credit Data — Not Just a Score
Your financial ecosystem depends on accurate credit reporting. Monitoring helps you protect your identity, track changes, and make informed financial moves.
Credit Snapshot Dashboard
Track banking, collections, payment history, utilization, and score changes in real time.
Start Your 7-Day Trial — $1
Instant access to your credit report dashboard.
Ongoing monitoring: $39.90/month.
Cancel anytime.
Credit monitoring isn’t about chasing a number, it protects your identity,
keeps your reports accurate, and gives you the clarity you need to make smart financial decisions.
After activation, you’ll receive:
• Secure login to your dashboard
• Real-time alerts on new accounts or changes
• Access to a live overview session with me if needed
Get Your Free QuickTip Guide
3 Strategic Moves to Strengthen Your Credit Profile in 30 Days
This guide walks you through the core behaviors that impact your score — reporting consistency, utilization leverage, and liquidity strategy. It’s not “credit repair.” It’s intentional, measurable financial ecosystem building.
Download instantly after activating your 7-day credit monitoring trial.
What Documents You’ll Need to File Confidently
A short checklist to help you prepare before submitting your intake form.
- Identification: SSNs / ITINs for you, spouse, dependents
- Income: W-2, 1099-R, 1099 contractor, investment income
- Self-Employed: Receipts, mileage records, expenses
- Property: Mortgage interest (1098), property taxes
- Deductions: Medical, childcare, donations
- Education: 1098-T tuition / expenses
- Health: 1095-A / 1095-B / 1095-C
- Bank: Routing + account number for direct deposit
Edwards Tax Prep
Tax Preparation • Audit Support • Financial Ecosystem Coaching
Hours of Operation
Mon–Fri: 9 AM – 6 PM
Sat: By Appointment
Sun: Closed
Phone: 864-577-6258
Email: [email protected]
Edwards Tax Prep Client App
For push notifications, updates, and secure access to resources.
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