Updated:
← Back to Bookkeepers in North Dakota Compared (2026)SecurEdge Tax Strategies
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Publishes a starting price
- Local or remote?
- Local + remote
- Software?
- QuickBooks Online
Who they say they serve: restaurants, contractors, real estate, healthcare, retail (self-reported, from the firm's own website)
3 of 5 answered from a dated source.
Documents 5 of 5 core services; IRS preparer record found for a named person; publishes a starting price.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | SecurEdge Tax Strategies | home page Oct 15, 2026 | |
| Website | https://www.securedgetax.com/ | home page | |
| Office locality | Fargo, ND | home page | |
| Service area | United States (stated by the firm) | /contact | |
| Phone | +17012983003 | home page | |
| Offers bookkeeping | Documented: ...is a CPA-led firm serving individuals and Fargo-Moorhead businesses with tax, bookkeeping, accounting, payroll, and advisory services. Our team combines decades of experience... | home page | |
| Monthly bookkeeping | Documented: ...team without the cost and complexity of hiring in-house. Schedule a Consultation Monthly Bookkeeping We keep your records organized by recording transactions and reconciling... | /bookkeeping-accounting | 8 pts (max 8) |
| Catch-up / cleanup | Documented: ...scramble. Email support Questions answered promptly - no waiting weeks for a callback. Catch-up bookkeeping Behind on your books? We’ll get everything current before we begin. Not... | /bookkeeping-accounting | 5 pts (max 5) |
| AP / AR | Documented: ...Growth from $1,000 /mo Includes: ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ Everything in Essential Accounts payable support Accounts receivable support Monthly financial review meeting Sales tax... | /bookkeeping-accounting | 4 pts (max 4) |
| Payroll coordination | Documented: ...serving individuals and Fargo-Moorhead businesses with tax, bookkeeping, accounting, payroll, and advisory services. Our team combines decades of experience with a personal... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ... QuickBooks support Transaction categorization Bank & credit card reconciliations Month-end close Monthly financial statements Quarterly review meeting Secure client portal Get... | /bookkeeping-accounting | 6 pts (max 6) |
| Industries served (documented) | restaurants, contractors, real estate, healthcare, retail, professional services, transportation, technology | /services1 | 5 pts (max 5) |
| Software supported | QuickBooks Online | /bookkeeping-accounting | 5 pts (max 5) |
| Local / remote model stated | Local + remote | /contact | 3 pts (max 3) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Stephen Michael Carland · CPA (self-reported to the IRS, not a state license) · business name on the record: SecurEdge Tax Strategies | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| Pricing approach published | Publishes a starting price: "from $600 /mo" | /bookkeeping-accounting | 6 pts (max 6) |
| What is included / excluded | Documented: ...For solo founders and startups who need clean, reliable books each month. from $600 /mo Includes: ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ Monthly bookkeeping QuickBooks support Transaction... | /bookkeeping-accounting | 5 pts (max 5) |
| Onboarding described | Documented: ...guidance and direct representation during audits, notices, and disputes. Learn more how it works Getting started is simple 01 Free consultation We learn about your business... | /services1 | 4 pts (max 4) |
| Reporting cadence stated | Documented: ...support Transaction categorization Bank & credit card reconciliations Month-end close Monthly financial statements Quarterly review meeting Secure client portal Get started MOST... | /bookkeeping-accounting | 4 pts (max 4) |
| Named contact / team | Success Angie McCarthy, Owner | /about-us | 3 pts (max 3) |
| Communication channel / process | Documented: ...reconciliations Month-end close Monthly financial statements Quarterly review meeting Secure client portal Get started MOST POPULAR For growing businesses seeking deeper financial... | /bookkeeping-accounting | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 7 pages of the firm's own site on 2026-09-26 (Firm's own website): Privacy / data-handling page (0 pts, max 2).
Not verified (not checked yet, so each scores 0 and counts against coverage): Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Stephen Michael Carland under the business name 'SecurEdge Tax Strategies' in Fargo, ND. The record lists: CPA. It is one individual's IRS preparer record, not a firm license or a directory listing. Its CPA entry is self-reported to the IRS and is not a state CPA license. It does not prove service quality.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 21 of 23 evidenced items come from SecurEdge Tax Strategies's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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