FILE WITH
Elevated Financial Co.
FROM THE COMFORT OF YOUR HOME
FILE WITH
Elevated Financial Co.
FROM THE COMFORT OF YOUR HOME
Elevated Financial Co. was created from my passion for accounting, taxes, and helping people better understand their money. My journey in accounting started with earning my Associate degree in Applied Science in Accounting from Lamar Institute of Technology, and I’m continuing my education at Lamar University while pursuing my bachelor’s degree in Accounting and Analytics.
Through my education and professional experience, I’ve developed a strong understanding of accounting, financial services, customer service, and tax preparation. I’ve worked in roles where I’ve helped clients with financial accounts, handled sensitive financial information, provided customer support, and assisted with tax-related services. Those experiences taught me the importance of accuracy, professionalism, attention to detail, and, most importantly, treating people with respect.
I started Elevated Financial Co. because I wanted to create a tax and financial service experience that feels different. I know taxes can be overwhelming, especially when you don’t understand the numbers or know what you’re entitled to. My goal is to make the process easier, educate my clients along the way, and make sure they feel confident about their financial decisions.
For me, this business is about more than preparing tax returns. It’s about building relationships, continuing to grow professionally, and helping my clients elevate their financial lives one step at a time.
Elevated Financial Co. Helping you understand your money, maximize your opportunities, and elevate your financial future.
TAX HELP YOU NEED AND THE
BIGGEST POSSIBLE
REFUND GUARANTEED!
Elevated Financial Co. solutions provides unparalleled personalized tax services to a broad range of clients across the world. As your certified tax professionals, we are here to ensure that all your tax preparation needs are met accurately and as quickly as possible. We take pride in our ability to provide our clients with up-to-date knowledge on important IRS updates and changes. We are ready and able to serve as your tax professionals and help guide you down the path to success.
MEET our
CEO
Jadrinae Edwards
Hi, I’m Jadrinae Edwards, the founder and CEO of Elevated Financial Co. My journey in accounting started with a genuine interest in numbers and a desire to build a career where I could make a difference for others. I earned my Associate degree in Applied Science in Accounting from Lamar Institute of Technology and I’m continuing my education at Lamar University, where I’m pursuing my bachelor’s degree in Accounting and Analytics.
Over the years, I’ve gained experience in accounting, financial services, customer service, and tax preparation, working with people from different backgrounds and helping them navigate financial matters with confidence. Those experiences helped me realize that I wanted to create something of my own where I could combine my knowledge, personality, and passion for helping people.
As the CEO of Elevated Financial Co., my goal is to provide my clients with a tax experience that is professional, personal, and stress-free. I believe in being honest with my clients, staying educated, paying attention to the details, and making sure every person I work with feels valued.
Elevated Financial Co. is a reflection of how far I’ve come and where I’m going. I’m continuously learning, growing, and finding new ways to elevate not only my business, but the people I have the opportunity to serve.
We offer a full range of tax preparation services to ensure a hassle-free tax season.
We assist with tax planning to better manage your taxes.
MAX REFUND
IRS TAX RESOLUTIONS
ITIN ASSISTANCE
FEDERAL INCOME TAX FILING
TAX PREPARATION IN ALL 50 STATES
STATE INCOME TAX FILING
WHY CHOOSE US?
Personalized Approach
We understand that every client's financial situation is unique. That's why we take the time to listen to your needs, concerns, and goals, tailoring our services to ensure the best possible outcomes for you.
Experience and Expertise
With years of experience in the tax industry, our team of tax professionals is well-versed in the ever-changing tax codes and regulations. We stay up-to-date with the latest developments to provide you with accurate and reliable advice.
Client
Satisfaction
Our track record of satisfied clients speaks for itself. We're proud to have helped individuals and businesses not only meet their tax obligations but also achieve financial success.
Ready to simplify your tax season? Contact us today to schedule a consultation. We're here to answer your questions, provide guidance, and set you on the path to financial success.
What Others Say about
Elevated Financial Co.
Tax Preparation Process
We offer a full range of tax preparation services to ensure a hassle-free tax season.
We assist with tax planning to better manage your taxes.
STEP:01
Complete the online intake form
STEP:02
Receive a follow-up from Elevated Financial Co.
STEP:03
Upload/provide your required tax documents
STEP:04
Your return is prepared and reviewed
STEP:05
Review and approve your return
STEP:06
Your return is electronically filed
Frequently Asked Questions:
What documents do I need to prepare my taxes?
You will typically need documents such as W-2 forms, 1099 forms, investment income statements, mortgage interest statements, and records of any deductible expenses.
When is the tax filing deadline?
For most individuals, the tax filing deadline is April 15th. However, this date can vary, so it's important to double-check each year.
What are the benefits of using a professional tax preparer?
Professional tax preparers can help you maximize deductions, navigate complex tax laws, and ensure accurate and timely filing, potentially saving you time and money in the long run.
Can I e-file my taxes through your website?
Yes, we offer e-filing services to make the tax filing process convenient and efficient for our clients.
What should I do if I can't pay my taxes in full by the deadline?
If you can't pay your taxes in full by the deadline, you should still file your return on time and pay as much as you can to minimize penalties and interest. You may also consider setting up a payment plan with the IRS.
What tax credits and deductions am I eligible for?
Our tax professionals can help you identify tax credits and deductions you may be eligible for based on your individual circumstances, potentially reducing your tax liability.
How long does it take to receive my tax refund?
The time it takes to receive a tax refund can vary, but e-filing and choosing direct deposit can generally speed up the process, with most refunds issued within 21 days of filing.
What if I have income from multiple states?
If you have income from multiple states, you may need to file state tax returns for each state where you earned income. Our tax experts can assist you with filing multi-state returns.
What records should I keep for tax purposes?
It's important to keep records of income, expenses, and other tax-related documents for at least three years. These records may include receipts, bank statements, and previous tax returns.
What is the penalty for filing taxes late?
The penalty for filing taxes late is usually 5% of the unpaid taxes for each month or part of a month that a return is late, up to a maximum of 25%. If the return is more than 60 days late, the minimum penalty is $435 or 100% of the unpaid tax, whichever is less.
What happens after I submit my client data form?
One of our tax professionals will review your information and call with 24 hours for a free estimate.
How do I Contact you about my free estimate?
Office:
Email:
What documents do I need to verify my Identification?
ID, Taxpayer Social Security Card, and Dependent Social Security Cards.
What documents do I need to verify my filing status and address?
Utility Bill, Lease, Cable Bill.
What documents do I need to verify my dependents relationship
Birth certificate, Adoption statements, Government statements.
What documents do I need to verify my dependents residency?
Medicals records, School Records, Shot Records, or Lease with dependents names.
What documents do I need to verify my income?
W2, 1099’s, 1099k, Bank Statements, Receipt Book, Summary of Income & expense, Records of Expenses, Financial Transactions, Reconstruction of Income & expense, and any other income documents.
What supporting documents do I need to verify my small business or self-employment business?
LLC, EIN, website, pictures of business, prior year tax returns, business license, client testimonials, business plan, professional licenses, contract & agreements, business registration
Contact Us
409.665.0981
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