You may already have your return filed and behind you.
If so, well done.
But if it’s still sitting on your desk — or in the back of your mind — here are a few simple reminders that can make the process smoother and less stressful.
Tax season doesn’t have to feel chaotic. A little preparation can go a long way.
Before you start filing, gather everything in one place.
Chefs use a phrase called mise en place — it means “putting in place.” They prepare all ingredients before they begin cooking. It reduces mistakes. It reduces stress.
Taxes work the same way.
Have these items ready before you begin:
When everything is within reach, the filing process becomes far more manageable.
It’s easy to forget income streams that don’t come from a traditional paycheck.
Side work. Online sales. Rental income. Investment earnings.
The IRS receives copies of many of these forms. Leaving something out can lead to notices later — and no one enjoys surprise mail from the IRS.
Take a few extra minutes to review:
A complete return now prevents frustration later.
You can still contribute to an IRA for the 2025 tax year until April 15, 2026.
For 2025:
If you contribute, be sure to designate it for the correct tax year.
For some investors, this can reduce taxable income while continuing to build long-term savings.
If you donated $250 or more to a charitable organization, make sure you have written confirmation.
The acknowledgment should state:
Without documentation, the deduction may not be allowed.
Most taxpayers now receive refunds through direct deposit — and for good reason. It’s faster and more secure than waiting for a paper check.
You can even split your refund across up to three accounts. That allows you to direct part toward savings, part toward debt, and part wherever else it needs to go.
You can also track your refund using the IRS “Where’s My Refund?” tool on their website.