Learning Center

The experienced professionals at Edge Financial are your resource for the latest and greatest news, tips, and information for all things tax.

Latest news

The latest from our blog, IRS news, and awesome tips to maximize those deductions.

Personal returns

Your one-stop-shop for anything and everything you need to get your return done right.

Business forum

A to Z on anything and everything Business. From what forms to file to closing a business.

IRS form library

A searchable library of any and all forms you would ever need from the IRS!

Get valuable tax tips and information.

The experienced professionals at Edge Financial are your resource for the latest and greatest for all things tax. So check back here often to stay abreast of all recent and emerging tax issues, and if you have a question or just wanna chat tax, we’re ready to help.

About dependents

Are you unsure about who can be claimed as a dependent on your taxes? A dependent must either be a “qualifying child” or “qualifying relative”, with different rules for each. Properly identifying your dependents can significantly impact your return.

Filing status

Determining which filing status applies to you can be confusing, especially when it comes to choosing the one that will least impact your taxes. Visit our ‘Income Tax Filing Status’ page to determine what your filing status is.

Deductions checklist

A Link to all of our Tax deduction checklist based on industry. From Farmers, to Uber Drivers, we have all of the common industries to make sure you are getting that maximum deduction every time.

The latest tax tips and news from
the Edge Financial Blog:

Our top 10 tax tips for saving money in 2023

As we approach the end of 2022, it’s never too early to start planning for the upcoming tax season. Here are our top 10 tax tips for saving money in 2023: File your taxes on time: Filing your taxes on time is important to avoid penalties and in...

Business people having a party with balloons, hats and horns.
Why Our Fourth Year on the Inc. 5000 Is the Best One Yet

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...

15 Tax Facts You Probably Didn’t Know

Most people don’t make a habit out of thinking about taxes. We know we might be a little bit weird for having that as a hobby, but we’re okay with that. Most folks prefer to think as little as possible about their taxes outside of tax filing seas...

Back view of large group of students paying attention on a class at lecture hall.
Filing Business Taxes: A Complete Crash Course

When it’s your first year growing and building your first business, tax time can feel like one big pop quiz—only worse. Not only do you need to know all the material from the last year, but the quiz takes place on possibly dozens of different qui...

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