Tax season has a way of sneaking up and bringing feelings of overwhelm with it. Between tracking down paperwork, worrying about deductions, and trying to understand forms that all look the same, it’s easy to feel behind before you even begin. The good news? A little preparation goes a long way. With a simple plan and some early organization, you can head into tax season feeling calm, confident, and in control.
START PREPARING EARLY
One of the biggest stressors of tax season is waiting until the last minute. You don’t have to do everything at once – just start a running system. As tax forms begin to arrive, put them into a folder or a digital file. When you’re ready to file, everything will already be in one place. Choose a central spot for all of your paperwork and include W-2s and 1099s, donation receipts, expense records, and other documents you find necessary.
KNOW YOUR INCOME SOURCES
Reconcile all forms of income and make a quick list of all ways you earned money this year. Include full time/part time jobs, freelance/contract work, side hustles, investment income and rental income. This will help you anticipate what forms will be coming your way.
DON’T BE AFRAID TO ASK FOR HELP
If tax season feels overwhelming for you, or if your finances changed this year – new job, home purchase, side business or major life event – consider speaking with a tax professional. Having your questions answered by an expert can help ease the process.
2025 HAPPENING LIST WINNER | CPA/TAX PREPARATION
Morales Business Services LLC
210 W Broad St, Hatfield, PA | (267) 520-0270
https://moralesbusinessservicesllc.com/
Morales Business Services has over 16 years’ experience. They specialize in individual & business returns. All tax preparations are protected with their Protection Plus Tax Audit Defense.
2025 HAPPENING LIST FINALISTS
Bancroft Financial Certified Public Accountants
2805 Soni Dr, Eagleville, PA | (610) 662-2818
https://www.mycpageorge.com/
Tax planning is specific to an individual, at Bancroft Financial CPAs, you deal directly with George throughout the entire process. He works with his clients to understand their individual needs to help prepare the best plan or strategy to assist his clients with their financial goals and needs.
McCusker Associates Inc.
421 N Bethlehem Pike, Ambler, PA | (215) 643-0100
https://www.mccuskercpa.com/
From simplifying the filing process to creating long-term strategies for growth, McCusker Associates Inc. is here to handle the details so you can focus on what matters most.
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