Tax Representation

Category: Tax Representation
Financial advisor businessman working in office.

Receiving letters from friends and loved ones? In a word, great. Receiving letters from the IRS or hearing from a revenue agent? In a word, terrible. If you’ve ever had to deal with the IRS outside of filing your tax return and getting your tax ref...

Inc. 5000 cake.

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...

Dogs running through shallow water, one of them holding a stick.

If you’re reading this on a laptop, there’s a good chance your dog or cat is curled up on the keyboard and this sentence may just be the only one you can actually read. Assuming you’ve successfully lured your furry friend away for just a moment...

Young blonde beautiful woman drinking coffee, using smartphone and laptop, smiling and looking at camera

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...

A man works on a laptop on a desk, with a notepad and cup of coffee on the side.

TurboTax news aside, 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 occasiona...

Close up of business documents stack on desk , report papers stack

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...

Dollar bills and finance and banking on digital stock market financial exchange

Let’s talk financial resolutions. “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 ...

Inc 5000 cake.

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...

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