Edge Financial Blog

We love writing about tax, talking about tax, and regaling all things tax.

Featured Article

Filing your taxes takes forever. Right? At least that’s what we hear. Ask any Joe or Jane Schmo on the street, and you’ll hear the same thing. Taxes are a long process that can take days or weeks. It’s really rarely that bad, but it’s that pe...


Latest Posts
The Tribe Has Spoken: The Results of Tax-Related Ballot Measures

On November 8th, millions of Americans voted on measures to decide where our tax dollars are going, and what’s getting taxed. In 35 states, there were 154 statewide ballot measures! Unfortunately, we can’t go through every result, but a few made ...

FAQ #3: How Do I File An Amended Tax Return?

Having to file your taxes twice sounds like a nightmare from the Twilight Zone. Luckily, if you make a mistake or leave something out on your return, the IRS has made it as simple as possible with Form 1040X, the amended tax return. Before you start ...

FAQ #2: What Are Qualifying Education Expenses?

The competitive job market has driven many to go back to school to join the fleet of post-high schoolers – this fall, over 20 million students in total are expected to attend college. To offset some of the growing cost of college, deductions ar...

FAQ #1: Who Can I Claim as a Dependent?

The following series will address frequently asked questions. From the most pressing general questions about what to claim, to specific issues applying to niche groups of taxpayers, we have all of the answers to common questions covered. This questio...

The Tax Benefits of Homeownership

Although renting is becoming the standard, especially in major cities (65% in some), homeownership comes with its perks no matter where you live. Read below to understand the many tax benefits of owning a home, whether you are already a homeowner or ...

6 Months Until Tax Season - Have You Made Your Checklist?

You might still be prospering from the tax refund you pocketed from filing in April, but looking towards next year now can help you reap more rewards. Go through this checklist to ensure you’re on track for a successful April 2017. Gather Documents...

Newly Wed? How to Approach Your Taxes Next Year

Getting married changes many things, including your financial situation – a joint account, home ownership, a shared budget, and countless other firsts can come into play. Many newlywed couples are curious about the best way to go about taxes; i...

What You Need to Know About 401k Early Distributions and Taxes...Now

The government encourages all taxpayers to save for retirement, which is why there are taxes imposed for early withdrawals from your 401k. These taxes also come along to discourage using retirement money for anything other than what it was put away f...

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