What you need to know about the upcoming filing season.
As we approach the 2026 tax filing season (for your 2025 tax return), we want to share important dates and preparation reminders to help ensure a smooth and timely filing.
Key Tax Dates
January 2026: IRS begins accepting 2025 individual tax returns
- April 15, 2026: Federal individual tax return deadline
- April 15, 2026: Deadline to pay any tax due (even if an extension is filed)
- October 15, 2026: Extended filing deadline (extension must be requested by April 15)
What to Start Gathering Now
To avoid delays, please begin collecting the following as soon as available:
Income Documents
- W-2s from all employers
- 1099 forms (NEC, MISC, INT, DIV, K-1, SSA-1099, unemployment, etc.)
- Records of self-employment, gig, or side income
Deductions & Adjustments
- Mortgage interest statements
- Property tax receipts
- Charitable contribution records
- Retirement contributions (IRA, Roth IRA)
- HSA contribution and distribution records
- Student loan interest statements
Credits & Other Items
- Childcare expenses
- Education expenses (Forms 1098-T)
- Estimated tax payment records
- Prior-year tax return (if new client)
Helpful Reminders
- Extensions extend the filing deadline, not the payment deadline.
- Direct deposit is the fastest and safest way to receive refunds.
- Notify us promptly of any major life changes (marriage, divorce, dependents, home purchase, job changes).
How We Can Help
- Identify tax-saving opportunities
- Reduce filing errors and IRS delays
- Ensure compliance with new tax rules
If you have questions about your documents or readiness, please contact our office.
We appreciate the opportunity to serve you and look forward to assisting with your 2025 tax return.