With tax season on the horizon, a little preparation now can make the process much smoother later. This time of year often brings plenty of paperwork and deadlines, so consider this a friendly nudge to start gathering what you’ll need. A great starting point is pulling together the documents related to your return. Common items include W-2s, 1099s, charitable donation receipts, and statements for any investment activity. For a full list, the IRS website offers detailed forms and instructions for reference.¹ If you need to confirm prior-year details—such as AGI or payment history—the IRS also provides transcripts that can be accessed online or requested by mail.² These can be helpful if you’re missing older records or want to double-check past filings. It’s also a good time to review contributions to retirement accounts, charitable giving, and other financial decisions that may affect your tax picture. If you have questions about documents from our office, like investment account statements, please reach out. I’m happy to assist with anything we have on file for you. Because tax rules can change from year to year, you may want to consult a qualified tax professional for personalized guidance. My role is to keep you informed, provide investment-related documentation, and help you stay aligned with your long-term financial strategy. When you’re ready to begin organizing for this season, I’m here if you need support on our end. ¹ IRS.gov, 2025 |
A Quick Reminder for Tax Season Prep
