Your 2025 Tax Season Preparation Checklist

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Tax season doesn’t have to be stressful. With the right preparation, you can save time, avoid penalties, and even maximize your refund. Start by gathering essential documents such as W‑2s, 1099s, Social Security statements, and any records of income or expenses. Next, review any life changes such as moving, marriage, divorce, or dependents. These changes can significantly affect your tax return. Finally, keep your receipts and financial records organized throughout the year. A little preparation now saves a lot of stress later.