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:

How to File a Tax Return the IRS Will Love

As Valentine’s Day fast approaches, there’s no denying it. We’re in the season of love. Valentine’s Day is known to most as the holiday of romance, the most romantic day of the year for couples (and singles) alike. But if you take the complet...

What Do I Do if My W-2 Is Lost in the Mail?

If you’re anything like us, you’re an early bird when it comes to filing your taxes; you want to file as early as possible. So as we creep into February, you’re starting to get anxious. There’s one problem: Your W-2 hasn’t arrived yet. Theo...

How Early Should I File My Taxes?

Tax season is complicated. While we all know the tax deadline is April 15th—or at least we hope you know the tax deadline is April 15th—everything before that is a little fuzzy. Tax documents start arriving in the mail in mid-January, but for man...

How to Pick the Wrong Tax Preparation Service

It’s tax time, and this time around, you’re going to get some assistance. Every year during tax season, millions of taxpayers switch from DIY to a tax preparation service. And that makes sense! They’re easier, more convenient, and a heck of a l...

Ready to get started?