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:

What Is Tax-Loss Harvesting?

Investing comes with risk. A lot of it. Of course, if you’re a seasoned investor, we’re surely not telling you anything new. After all, phrases like “all investments carry risk” are littered across online stockbroker websites, investing blogs...

What Do I Do if I Missed the Tax Deadline?

Well, Tax Day 2019 has come and gone. What do you have to show for it? As one might expect, you probably fall into one of three categories following April 15: the Goal, the Reality, and the Worst-Case Scenario. The Goal: You can boast an impeccably w...

How to File Your Tax Return When You’re Busy

Filing your taxes takes forever. Right? At least that’s what we hear. Ask any Joe or Jane Schmo on the street, and you’ll hear the same thing. Taxes are a long process that can take days or weeks. It’s really rarely that bad, but it’s that pe...

How to Find Extra Tax Deductions

For some people, Tax Day is like a holiday. They’re not always tax nerds like we are, either! Often times, the taxpayers who really come alive during tax season are the ones who thrive on the details. Their taxes look good. Darn good. They are stic...

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