Edge Financial Blog

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

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Business people having a party with balloons, hats and horns.

We did it again, folks. For the fourth consecutive year, Edge Financial has been named to the Inc 5000 list of fastest growing private companies in the United States. Maybe our concept of time has just been a little warped from the last year and a ha...


Latest Posts
Two multi-ethnic workers in their 30s talking in a metal fabrication plant wearing hardhats and protective eyewear. The man pointing is African-American and his coworker is Hispanic.

There’s nothing like a good tax credit. Truly, nothing at all seems to feel quite as good during tax season as discovering you qualify for a tax credit or tax deduction you didn’t expect. So it’s time to discuss the Earned Income Tax Credit...

A female financial advisor sits with a woman at her dining room table with laptop and financial reports helping her monthly budget and investments. She is showing her client how to read a financial report as she works on her computer to do monthly finances, pay taxes and save money for the future.

You’ve decided to take the plunge and hire a tax preparer. So you need to know what to ask tax preparers before hiring one. We may be a little bit biased (Okay, a lot biased.), but we think that hiring a tax preparer is one of the smartest things y...

Donation money jar filled with coins in front of holiday lights

How should we start writing our last post of the decade about financial resolutions for 2020? Just like that, we guess! The 2010s have flown by, and we hope they’ve been good for you. We’re sure there have been ups and downs; we know our audit de...

file in database - laptop with folders, 3d rendering

As we get closer and closer to the New Year, it’s about time we start looking at the year behind us. (Don’t worry, we’ll get to the part where we tell you how to organize your tax documents soon enough.) Of course, we’re not talking a...

facade of home with manicured lawn, landscaping, and backdrop of trees and dark blue sky. Glowing interior lights create a welcoming mood.

If you’re gearing up to move next year, you’ve got some work cut out for you. And how to avoid capital gains is probably the last thing on your radar. First, you’ll need to: Determine your budget Save up for a down payment Decide on your “mus...

The wing of a plane flying with the sunset in the background.

All aboard! Or maybe we should say, “You are free to move about the cabin.” Either way, you get the picture we’re trying to paint for you. It’s travel season! And now we’re thinking about business travel expenses. As the holidays quickl...

Thanksgiving or Halloween Still Life Arrangement with Pumpkin and Leaves

Right around Thanksgiving, we start to get a little sentimental. Truth be told, we love the holidays. Not only do they give us a chance to give back to our communities in Encino and Los Angeles through programs like our annual toy drive for Children...

Several combines harvesting a field of wheat in the sunset.

Autumn has arrived. It’s tax-loss harvesting season, y’all. The leaves are changing, the temperatures are dropping, and Thanksgiving is nearly here. Yes, by nearly all accounts, fall is well underway—and that means it’s time to start ...

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