Edge Financial Blog

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

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Woman working on her finances at home, working on her tax return filing.

Taxes come but once a year, and when they do, good luck ignoring them. From constant ads to news reminders, we bet you’ve had at least one sleepless night or distracted workday thinking about tax return filing. To sum up, your individual tax return...


Latest Posts
How to Prep for the 2017 Tax Season Now

Happy 2017! We’re firm believers in never too early, never too prepared for the 2017 tax season. And January is the prime time to start. In addition to getting back to the gym regularly, make getting your taxes in order (and filing early!) a resolu...

Scholarships: Are They Taxable?

Scholarships are free money for college, right? Well, the IRS may see it differently. They must meet certain requirements to be tax-free. Read below to know what to report! Scholarships, Defined Scholarships are monetary amounts paid to students stri...

Small Business Owner? Here are the Best EOY Tax Moves

As a small business owner, you’re probably looking for ways to end 2016 successfully, for the best tax season possible. Time is closing in on opportunities like deductions, but many of the tips below can help you throughout the year. EOY Tax Moves ...

EOY Bonus! Wait

Finally – your boss recognized all of your hard work, and is showing gratitude in the form of cold, hard cash! You may be mentally planning that vacation you’ve always dreamed of. But consider how the amount will be affected come tax season. ...

EOY Tax Tips for Every Taxpayer

As the end of 2016 draws near, you may be wondering how you can boost your refund and finish the year off as financially savvy as possible, setting yourself up for a successful 2017. Well, you’re in luck. Every taxpayer can take advantage of our EO...

Tax Changes for New Parents

Having kids changes a lot of things (well, everything), taxes included. Even if your baby is born on December 31st, you can claim them in April for the 2016 last year. Read below to learn about tax changes for new parents, now and in the future. Tax ...

If you’re not a natural-born citizen, the IRS taxes you a bit differently. If you hail from another country, depending on when you moved to the U.S., the IRS may tax you in three different ways. Learn which one applies to you as a dual-status alien...

Demystifying Form 1099-MISC

Miscellaneous can mean pretty much anything, right? Well you don’t use Form 1099-MISC for reporting any and every income necessarily. So it creates confusion for taxpayers. Read below to gain some clarity on the form, and how to use it come tax...

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