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:

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Payroll: A Complete Guide for Business Owners

It probably doesn’t come as a surprise to new business owners that growing your business takes a lot of work. And while it doesn’t surprise anyone, the sheer magnitude of that work routinely does. But don’t get us wrong—if you’ve started a ...

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The Ultimate Tax Guide for Social Media Influencers

You’ve worked hard on your content. You’ve steadily grown your following. And now you’re ready to take the plunge. You’ve officially joined the ranks of social media influencers everywhere. Congratulations! It takes a lot more work to create ...

Man packing the product in the box with woman preparing the invoice. Two people working together at warehouse for online seller business.
Business Tax Returns: The Ultimate Guide

Make no mistake: Owning and operating a business will be the hardest job you ever have. Because your job is supporting and facilitating everyone else’s job—and making sure your business thrives. Your business is your livelihood! Not only does it ...

Woman working on her finances at home, working on her tax return filing.
Tax Return Filing: Everything You’ll Ever Need to Know

Taxes come but once a year, and when they do, good luck ignoring them. From constant ads to news reminders, we bet you’ve had at least one sleepless night or distracted workday thinking about tax return filing. To sum up, your individual tax return...

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