Edina's Full-Service Accounting and Tax Firm — Right Here, In Person

Our office is located in Edina, and we have been serving clients from this community since 1982. Whether you need individual tax preparation , business accounting, or help navigating a complex estate return, you will work directly with an experienced professional who knows your file — not a rotating staff member at a national chain.

An Edina Office Means You Can Actually Come In

For many of our clients, being able to sit across the table from their accountant matters. Not every financial conversation belongs on a video call. Our Edina office offers in-person appointments during regular business hours, with extended availability throughout tax season for clients who need evening or weekend time.

 

We are convenient to the Southdale area, the 50th and France corridor, and neighborhoods throughout the west metro including Bloomington and Eden Prairie. If you have been making do with a virtual-only firm or driving farther than you should have to, we are closer than you think.

The Full Range of Services Edina Clients Actually Need

Edina-area households and businesses tend to bring more complex financial situations than a basic filing service is equipped to handle. We prepared for that from the start. From the same office, we handle:

 

 

Local does not mean limited. If your situation has layers, we have handled situations like yours before — many times, over many decades.

A Boutique Firm With Direct Access to Your Accountant

There are no account managers standing between you and the professional working on your return. When you have a question, you reach the person who knows your file. That is not a promise we make lightly — it is how we have operated since the firm was founded, originally as Julie G. Merrill CPA, and it is what keeps clients coming back year after year.

 

Edina clients deserve more than a number in a queue. At It All Adds Up, you are a client with a name and a history, not a transaction volume metric.

Two speech bubbles; one contains a question mark.

Questions From Edina Clients

  • Where is your Edina office located?

    Our office is in Edina, MN, convenient to the Southdale area and the broader southwest metro. We see clients in person by appointment during regular business hours and offer extended hours during tax season. Contact us to confirm our current address and schedule your visit.

  • Where can I find a full-service accountant in Edina for small business taxes?

    It All Adds Up Accounting and Tax has served Edina-area small businesses since 1982. We handle business tax preparation for sole proprietors, partnerships, S-corps, and C-corps, along with bookkeeping, payroll, and ongoing advisory support — all from our Edina office.

  • Do you work with retirees and older clients who have more complex tax situations?

    Yes. A significant portion of our Edina client base includes retirees and pre-retirees managing investment income, required minimum distributions, Social Security, and inherited assets. We also prepare estate and trust returns, which are a natural extension of that work.

  • How is a boutique local firm different from a national tax chain?

    At a national chain, your return is often processed by whoever is available. At It All Adds Up, you work with the same professional who knows your history, your goals, and the details that affect your return year over year. That continuity makes a real difference when your situation is not straightforward.

  • Do you offer virtual services if I move away from the Edina area?

    We do. While our roots are in Edina and the Minneapolis metro, we serve clients virtually across the country through our secure Canopy client portal. Clients who relocate do not need to find a new firm — they can continue working with us remotely.