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:

Edge Financial Makes the Inc. 5000: A Second Time for Everything

It’s almost hard to believe it when we say it out loud, but it’s true: Edge Financial has been honored as an Inc. 5000 company. Again. That’s right. For the second straight year, our team has been honored by Inc. as one of the nation’s fastes...

The Complete Guide to Filing Taxes for Your Teenager

It sounds like congratulations are in order! If you’re reading this, there’s a good chance your teenager is in a position where you’re wondering if they might need to file their first tax return. There could be a ton of reasons for this—part-...

The 12 Biggest Tax Scams of 2019

We all like to consider ourselves smart. But it doesn’t stop there. Most of us like to think of ourselves as intelligent, but also shrewd, discerning, and street smart. We aren’t here to dispute that. On the contrary, we agree with you! Because i...

How Do Tax Preparation Companies Work?

Stop us if you’ve heard this one. There are only two certainties in life: death and taxes. Of course you’ve heard it! Everyone has. The persistent reality of filing your taxes year in and year out for your entire adult, income-earning life can be...

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