Edge Financial Blog

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

Featured Article

As we approach the end of 2022, it’s never too early to start planning for the upcoming tax season. Here are our top 10 tax tips for saving money in 2023: File your taxes on time: Filing your taxes on time is important to avoid penalties and in...


Latest Posts
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...

Listen Up Millennials: Tax Tips for Your Biggest Refund

As a millennial, you’re probably in the middle to late stages of starting your career, with some student loans, perhaps on the lookout for a better job, and may even have a mortgage. Like other age groups, there are some tax credits and deductions ...

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, an estimated over 20 million students will attend college. To offset some of the growing cost of college, the IRS has made available ...

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...

Ready to get started?
Navigation