FYI, in case you get a new horse in again, the ideal is to deworm the horse 2-3 days before he arrives, or if that’s not possible, then on arrival but don’t let him in any community pasture for a few days. You don’t want him contributing to pasture infestation 
He mentioned using something for tapeworm and avoiding something that causes mouth swelling? I can’t remember the names he used though 
He should have suggested doing a FEC (fecal egg count). The best dewormer this time of year is Quest Plus. That will kill pretty much everything, including tapeworms (the Plus is for the added praziquantel, which kills tapes).
What you want to avoid is Zimecterin Gold, as that’s the one that too often causes contact blisters 
If a horse can’t have Quest(Plus for any reason - too thin, too young, a mini, immuno-compromised) then Equimax is good
theres so many i don’t know what to use. I bet I can call the office and just ask again but was wondering what a schedule typically looks like?
i know some people who use rotational wormers, some who test at home, some who send out stool samples to lab, and others who just use a wormer so I’m interested in seeing what others use.
Do a FEC now and see what this horse has. 80-90% of horses can have just 2 dewormings - ideally Quest Plus in Spring, Equimax in Fall.
Ideally you do a FEC in late Winter/early Spring depending on where you are, and then again late Summer/early Fall. If they need deowrming right then, do that. If not, then for Spring, wait for temps to be reliably above 45* and then deworm. For Fall, deworm after a good freeze, or about 6 months after Spring if you really don’t get a freeze.
If his FEC is clean, then do the Quest Plus, and do another FEC late Summer.
If his FEC is moderate, you’ll still deworm, but you’d want to do another FEC sooner - 16 weeks after QP, 12 weeks after Equimax.
The point of FECs, more often in the early years, is to get a baseline as to whether he’s a low, moderate, or high shedder. Low shedders - most horses - only need the twice a year. Moderate shedders typically need an additional deworming, and whether that’s Summer or Winter depends on where you live. The warmer the climate, the more likely that will be Winter. Here in NC and further South, Winter is the higher risk time. In areas where Summers are not terribly hot for terribly long, but Winters are cold with snow, then Summers are the higher risk time.