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:

7 Business Travel Expenses You Can Deduct on Your Taxes

All aboard! Or maybe we should say, “You are free to move about the cabin.” Either way, you get the picture we’re trying to paint for you. It’s travel season! As the holidays quickly approach, the reality of holiday travel expenses quickly ap...

What Edge Financial Is Grateful for This Thanksgiving

Right around this time of year, we start to get a little sentimental. Truth be told, we love the holidays. Not only do they give us a chance to give back to our communities in Encino and Los Angeles through programs like our annual toy drive for Chil...

It’s Tax-Loss Harvesting Season, Y’all.

Autumn has arrived. The leaves are changing, the temperatures are dropping, and Thanksgiving is nearly here. Yes, by nearly all accounts, fall is well underway—and that means it’s time to start thinking about your harvest. Statistically speaking,...

Filing Taxes for Someone Else? Here’s What You Should Know.

Look, we know you don’t love doing taxes. We get it! But just because you don’t enjoy filing your taxes each year, that doesn’t mean you’ll be able to avoid it forever. Even if you hire a kick-butt tax preparation firm like us, you may still ...

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