03/02/2026
Before you hit “file”, here are 5 smart things to do first (whether you’re W-2, self-employed, or both).
1. Gather all your income (not just the obvious stuff). Missing income is one of the biggest reasons people get IRS letters later.
2. Organize your expenses & deductions. If you’re self-employed, this step is huge.
3. Check your life changes from last year. These change credits, deductions, and filing status.
4. Review last year’s return. This helps avoid repeating mistakes and improves strategy.
5. Decide if you need strategy, not just filing. This is where professionals really earn their value.
Comment "FILE" or DM me to get assistance with your tax preparation needs and schedule free quarterly tax planning services to ensure your ahead of the game for next year.