Tax Season 2026 is right around the corner, and now is the perfect time to get organized before filing your 2025 tax return. With new inflation-adjusted brackets and credits taking effect, taxpayers may notice changes in their refund or balance due. Preparing early can help avoid delays, reduce stress, and ensure you take advantage of every deduction and credit available. Whether you’re filing on your own or working with a tax professional, a little preparation now goes a long way toward a smooth and accurate filing experience.
2025 Tax Filing Checklist
- W-2s and 1099s (employment, contract work, interest, dividends, unemployment, SSA, etc.)
- Records of deductible expenses (medical, education, business, charity, childcare)
- Proof of tax credits (education statements, childcare provider info, energy-efficient home upgrades)
- Investment documents (1099-B, crypto transactions, capital gains/loss records)
- Retirement contributions (IRA, HSA, FSA statements)
- Last year’s tax return for reference
- Bank routing/account numbers for direct deposit
- Estimated tax payment receipts, if applicable
- Business income and expense documentation for self-employed individuals
Give us a call at 262-923-8100 to schedule a tax preparation appointment today! Drop offs are also welcomed.