It’s that time of year again—when W-2s and 1099s magically appear in your mailbox and the thought of “filing taxes” starts creeping into your daily to-do list. But don’t worry—this doesn’t have to be a nail-biter. With a little early prep and a few pro tips, you can breeze through tax season like a boss.
Here are our top tips to help you get ahead of the 2025 tax season:
1. Gather Your Documents Early
Don’t be that person digging through old shoeboxes the night before your appointment. Start collecting:
- W-2s, 1099s, and any other income statements
- Mortgage interest and property tax statements
- Charitable donation receipts
- Business or freelance income/expenses
Tip: Create a simple “Tax 2025” folder—digital or physical—so you can toss items in as they come in.
2. Know What’s New This Year
Tax laws change more often than Iowa weather. That’s why we stay updated so you don’t have to.
A few things to keep an eye on this year:
- Adjustments to standard deductions
- Updates to child tax credits
- Retirement contribution changes (We’ll walk you through all of this when we meet.)
3. Book Your Appointment Early
Just like a good table at your favorite restaurant, our appointment slots go fast—especially in February and March. Lock in your time now so you can enjoy peace of mind (and maybe even a refund) sooner.
4. Avoid Common Pitfalls
We see it every year:
- Forgetting to report all income
- Missing deductions (especially for freelancers and small business owners)
- Overlooking healthcare and HSA documents
Let us double-check everything so you don’t leave money on the table.
5. Ask Questions—That’s What We’re Here For
Taxes can be complicated, but that’s why we’re here. Whether you’re confused about deductions or just unsure what to bring—we’re just a phone call away.
📞 Call us at (515) 986-5843 with questions or to schedule your appointment.
📝 Check out more tax tips and updates right here on our blog.
Let’s make this the year tax season doesn’t get the best of you.