Edge Financial Blog

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

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Back view of college students raising their arms on a class at lecture hall.

When you really think about it, life is one long pursuit of knowledge. But not every lesson is free—in fact, quite the opposite. Education in the United States is quite expensive, costing anywhere from $21,000 to just under $50,000! That’s a seri...


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Back already, huh? It’s been one week since the first round of democratic primary debates, where twenty candidates faced off over two nights on hot-button issues such as immigration, health care, and plenty more. If you consider yourself a politico...

It’s time to get political. At least, sort of. We aren’t a political consulting firm; we’re a tax preparation service! Because we’re a tax prep service, we understand that taxes are a consistent issue for all taxpayers—and voters. For that ...

After nearly two decades working with taxpayers from all walks of life to represent them in all aspects of their taxpaying life, we’ve learned that even the most punctual, organized person in the world can forget to file or miss a tax deadline. Ser...

First time investing in a mutual fund? Congrats! That’s exciting stuff. You’ve officially joined the ranks of hundreds of thousands by taking part in a diversified, professionally managed investment vehicle. Of course, as with any new financial f...

It sounds like congratulations are in order! If you’re reading this, there’s a good chance your teenager is in a position where you’re wondering if they might need to file their first tax return. There could be a ton of reasons for this—part-...

Stop us if you’ve heard this one. There are only two certainties in life: death and taxes. Of course you’ve heard it! Everyone has. The persistent reality of filing your taxes year in and year out for your entire adult, income-earning life can be...

Most taxpayers don’t think about their taxes year-round. You think about them when tax season rolls around, but once you’ve filed in March or April, you put those thoughts aside until next year. Well, except for the occasional receipt or tax docu...

At Edge Financial, we’re all about taxes. We Ooh! at a perfectly prepared tax return, and we Ahh! at a smartly deducted investment loss. (Yeah, we’re tax geeks. Jealous?) It’s because we’re such tax geeks that it simply pains us to see unfile...

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