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:

Family working with tax preparation service professional.
Tax Preparation Services: The Ultimate Guide

You know the feeling. The clock is ticking toward half-past-who-knows-when and you’re staring at a stack of tax forms and receipts as your computer dares you to quit. But quitting is not an option when it’s officially Tax Day. Right about then is...

Portrait of small business owner with face mask.
Coronavirus and Your 2020 Tax Return

As COVID-19 continues to spread throughout the United States, its impact on the health, jobs, and livelihoods of millions can’t be understated. Beyond its very real human toll, coronavirus has been responsible for millions of job losses and countle...

A female Asian doctor, in blue scrubs, sits on an exam table beside her young female patient. The young girl is dressed in yellow overalls and looking down at her arm as the doctor puts a bandage on it, after receiving a vaccination.
Get to Know: The Premium Tax Credit

Health insurance is a lot like a flashlight. You don’t always need it, but in an emergency, you’ll regret not having it. Unfortunately, healthcare is expensive. From regular checkups or ER visits to ongoing prescriptions, the bills can add up. An...

Serious-looking couple discussing paper documents, sitting together on couch at home.
Refundable vs. Nonrefundable Tax Credits

Ignoring every other complicated equation and factor, your tax bill really comes down to two things: how much you’ve earned and how many expenses you’ve accrued. On the earning side, your income serves as the main factor. If you have one primary ...

Ready to get started?
Navigation