About Us

We are a locally owned, family business that is pleased to return to our home in the Low Country. Originally from Charleston, we moved to Houston, Texas, 20 years ago for work, where we ultimately established and grew a successful public accounting and advisory services firm. 

Now that we have returned in support of our family, we are excited to offer the same high standard of service and care to Summerville and the surrounding areas. 

We specialize in working with individuals and their small businesses as well as religious and many other not-for-profit organizations. Specifically, we are pleased to provide attestation, compliance, accounting software consulting, bookkeeping, and tax services to meet our growing client base’s current and future needs.

CPA Accountants with Peerless Professionalism

We never do extensive talks only. Instead, we prove our competency with our great minds and practical solutions tailored to our clients and their businesses in real time. We think wise and work smartly to be your sounding board for all audit, tax, accounting, and advisory solutions.
Going beyond the simple filing of taxes, we are determined to secure peace of mind and financial well-being for every person and business with accounting chores. Having the following core values ingrained in our CPA firm roots, Edge Accountants and Advisors LC provides services with a proactive and personalized approach and incredible customer service.

Mutual Trust and Growing Together
with our Clients

Professionalism, consistency, and efficiency

Quality and integrity in everything we do

Innovation, strong communication, and sincere advice

Transparency, data security, and client privacy

Our Mission

Our vital responsibility is to be true to our CPA profession and heed your business success and financial soundness. Edge Accountants and Advisors LC works for you throughout the year. Our years of experience impel us to relieve your stress from day-to-day accounting, monthly and yearly business budgeting & planning to IRS compliance, and let you focus on your core business.

So we assist you as your bookkeeper and accountant in Summerville, SC supervising every step of your business accounting and taxes and helping you adapt and overcome the challenges.

We are keen on devising coherent strategies for tax savings, streamlining your cash flows and investment opportunities, and wealth-building and financial risk management with agility.

In addition, we walk off the traditional methods and have our hearts on innovation. So touching the tech curve, we cover your accounting needs with the latest technologies. Be it cloud accounting, QuickBooks, modern & custom accounting software development, or consequential Business Intelligence solution provision.

Our Vision

Our client base satisfaction and success are our success. As a values-driven CPA firm, we envision reaching new financial hypes together. Moreover, Edge Accountants and Advisors LC aspire to bolster the rational decisions that serve as the stepping stone to your business’s lasting value tomorrow.

Further, we aim to be the first and most trusted accounting firm in South Carolina that people can think of when searching for financial experts.

Seeking long-term relationships with our clients, we strive to empower your decision-making with actionable insights and solutions that can support your financial standing in this fast-track financial domain.

Highlights Of Our Satisfaction-Driven CPA Services

We understand that the accounting and tax industry is ever-changing and very competitive. So individuals, businesses, corporations, and non-profits are to rely on an acutely conscious CPA firm for accounting practices. So, with every variation in tax and accounting laws and technology, we stay in the loop. Thus, we can understand, create, simplify, and handle our respected clients’ accounting and finance maneuvers adeptly and serve them with the best in every field.

  • Accounting, Bookkeeping, and Payroll
  • Taxation – Tax preparation and planning for individuals and businesses
  • Budgeting and Business Planning – Start-up planning & goal setting
  • Assurance – Compilations, reviews, and audits
  • Custom Business Intelligence Solutions with enhanced productivity
  • Financial edge implementation
  • Monthly financial statement and custom report writing
  • Strategize Business consultation

Meet Our Team

Consisting of hundreds of professionals, we have in-house accountants, planners, advisors, and consultants excelling in catering to the diverse industries’ client base. Therefore, working with Edge Accountants and Advisors LC, you get a dedicated and best-in-class team with solid experience and training that looks after your business as its child.

So, rest assured! Your business is in dexterous hands…

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