Schedule Your Consultation with EDG CPA
Tax and accounting questions rarely arrive at a convenient time. Maybe you are starting a business. Maybe last year’s return is still sitting in a drawer. Maybe an IRS notice landed in your mailbox and you are not sure what it means. Or perhaps nothing is wrong at all; you simply want a CPA who can look at the bigger picture before you make your next move.
That is what our consultation is for. We use the first conversation to understand where you are, what you need, and what would make the most sense next. There is no need to have the perfect words. Bring us the situation as it is. We can work from there.
EDG CPA serves individuals, entrepreneurs, contractors, consultants, and small businesses in Sioux Falls and the surrounding area. Our approach is personal, practical, and focused on clear, actionable answers.
What to Expect from Your Consultation
A consultation with a CPA should feel useful, not like an aggressive sales pitch. Our goal is to listen first. We ask targeted questions about your tax, accounting, payroll, bookkeeping, or business situation and then explain what we see.
Depending on your needs, we may discuss the records involved, upcoming deadlines, possible services, and the immediate next step. Sometimes that leads to a clear proposal or written quote. Sometimes it means gathering a few missing documents and scheduling a follow-up appointment.
The conversation comes with no obligation to sign up for services. You do not have to decide everything during the first call. A good first meeting should leave you with a better sense of what is happening and what comes next.
Who Should Book a Consultation?
You do not need to wait until tax season. A consultation can be useful whenever a financial question becomes important enough that you want a professional CPA opinion:
- You are starting a business and want help with accounting and tax setup.
- You are changing accountants and want a fresh review of your financial needs.
- You have back taxes or unfiled returns and need a clear path forward.
- You received an IRS notice, audit letter, or other tax correspondence.
- You need help with bookkeeping, payroll, QuickBooks, or financial reporting.
- You want to discuss tax planning before making a major business or financial decision.
- You have a growing business and need practical guidance on structure, cash flow, or financial reporting.
If you are not sure which specific service fits your situation, that is fine. You do not need to diagnose the accounting problem before you contact us.
How to Prepare for Your Consultation
You do not need a giant folder of paperwork just to start a conversation. Bring what you have. The right documents depend on the primary question you want us to review:
For an IRS issue
Bring the latest notice, letter, or account information you received.
For tax preparation
Prior-year returns and important income documents can help us understand your filing history.
For bookkeeping
Recent financial statements, bank information, or a description of your current bookkeeping system may help.
For a business question
Be ready to explain what the business does, how it is structured, and what you want to accomplish.
If records are missing, simply tell us. That matters, but it does not mean the conversation has to stop.
How the Consultation Works
| Step | What Happens |
|---|---|
| 1. Connect | We meet by phone, video, or in person at our Sioux Falls office, depending on what works best for you. |
| 2. Understand | We listen to the facts, ask focused questions, and identify the main issue or primary goal. |
| 3. Explain | We outline practical options and explain which EDG CPA service fits your needs. If a scenario falls outside our expertise, we will tell you directly and recommend appropriate specialized resources. |
| 4. Next Step | If appropriate, we provide a proposal or quote, request necessary records, or schedule the next appointment. |
Most initial conversations are designed to be focused rather than drawn out. We would rather spend the time needed to understand the issue than rush you through a generic checklist.
Why Sioux Falls Clients Choose EDG CPA
EDG CPA provides responsive, relationship-driven support for individuals and small businesses. We focus on building long-term working relationships rather than one-off transactional services.
Daniel Foster, MPA, CPA, has worked across public and private accounting since 2014. His background includes a Master of Professional Accountancy from the University of South Dakota, along with valuable experience in the oil and natural gas industry. That mix gives the firm both technical accounting knowledge and a practical business perspective.
We also understand the local business landscape. Our office is at 601 W 86th Street, Suite #105, Sioux Falls, SD 57108, and we work with clients throughout Sioux Falls, Lincoln County, and across South Dakota.
Just as important, you can discuss more than one problem with us. Tax preparation, tax planning, bookkeeping, payroll, IRS correspondence, and business guidance can often be considered together. That broader view makes financial decisions easier.
Services You Can Discuss
01
Tax planning and year-round tax strategy
02
Individual and business tax preparation
03
Bookkeeping, reconciliations, financial statements, and QuickBooks support
04
Payroll processing, payroll tax filings, W-2s, and 1099s
05
Business structure, cash flow, budgeting, and financial guidance
06
Back taxes and unpaid tax balances
07
Unfiled tax returns and multi-year catch-up filing
08
IRS notices, audits, and tax resolution matters
The consultation helps us determine which path makes sense rather than asking you to choose a service name on your own.
Frequently Asked Questions
Is the consultation really free with no obligation?
Consultations from May through December are generally free. During peak tax season (January through April), availability is constrained, so please contact EDG CPA for current peak-season consultation details and scheduling. Any potential service fee is always discussed before work begins.
How soon can I get an appointment?
Availability depends on the season and current schedule. The fastest way to find out is to call (605) 251-9452 or submit a consultation request. If you have an IRS notice with a strict response deadline, mention that when you contact us so we can prioritize timing.
Can remote or multi-state clients book a consultation?
Yes. EDG CPA uses secure digital communication tools and works with clients well beyond the immediate Sioux Falls area. Multi-state tax matters can also be discussed during a consultation so the scope and filing requirements are clear before work begins.
What if I am not sure which service I need?
That is one of the best reasons to schedule a consultation. Tell us what happened, what you are trying to solve, and what you know so far. We can help identify the exact accounting or tax work that is required.
Book Your Consultation Today
If you want to schedule a consultation with a CPA or simply want to speak with a CPA before deciding what to do next, start with a straightforward conversation.
We serve Sioux Falls, Lincoln County, Canton, Brandon, Tea, Harrisburg, Dell Rapids, and other South Dakota communities, with remote service available for clients statewide.
Bring us the question. Bring us the notice. Bring us the messy situation. You do not have to have it all figured out first. Our job is to help you understand where you stand and what a sensible next step looks like. Contact EDG CPA today to get started.
Call EDG CPA or you can also request a consultation through our contact form or visit us at 601 W 86th Street, Suite #105, Sioux Falls, SD 57108.