Edge Financial Blog

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

Category: Tax Representation

It’s almost hard to believe it when we say it out loud, but it’s true: Edge Financial has been honored as an Inc. 5000 company. Again. That’s right. For the second straight year, our team has been honored by Inc. as one of the nation’s fastes...

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...

“New Year, new me.” That’s the motto that drives millions of Americans’ New Year’s resolutions each January. With a lot of hard work and dedication, the calendar year is just as good a time as any to set out on a new journey. Aside from a f...

You’ve probably heard the big news by now. After all, we haven’t exactly been quiet about it. But in case you’re just tuning in here and now, we wanted to share it with you, too: Edge Financial has been honored as an Inc. 5000 company! This wou...

Private Tax Debt Collectors and How to Deal With Them

Following approval by Congress in 2015, private companies will contact you to pressure payment of tax debt. If you are one of those that are passed off to a private company, the IRS will send you a letter to confirm so. This strategy has been employe...

Is a Roth or Traditional IRA Better?

The question that every person asks when assessing their financial future: Traditional IRA or Roth IRA? A summarized answer is easy, but a deep dive comparison will solidify your choice. In general, if you believe your tax rate will be higher at reti...

Tax Benefits and Deductions for Military Families

For serving in the US military, Uncle Sam kindly rewards troops and servicepeople with both tax breaks and tax deductions not available to civilians. Taking advantage at least some, if not all, will bolster your financial standing whether you’re on...

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. ...

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