Edge Financial Blog

Learn about top tax savings strategies, upcoming IRS code changes, and more, all to help you save on your taxes and come out ahead.

Featured Article

As we usher in 2025, it’s the perfect time to reassess your tax strategies and ensure you’re on track for a financially healthy year. Here are five actionable steps to help you tackle your tax concerns: 1. Stay Informed on Tax Law Changes...


Latest Posts
File folder, tax return, pens, coffee, and phone with calculator app opened on desk.

Tax season is here! And you’re going to have to file your tax return for the 2019 tax year at some point or another. In our opinion, you should get started on your taxes as soon as humanly possible. We’re punctual like that. However, we’re not ...

Close-up of positive young woman in glasses standing in living room and holding individual income tax return form while talking by mobile phone

Is it nearly tax season already? It feels like Tax Day was only yesterday. Well, we’ve feverishly checked our calendars—oh, about seven times now—and it’s about that time of year again. So that means you need to start thinking about filing yo...

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...

Speak to a tax professional now!