Start the Year Right: How to Get Ready for a Smooth Tax Filing Season

As the calendar turns toward a new year, now is the perfect time to start thinking about what it means to “Get Ready” for the upcoming filing season. The IRS has once again emphasized the importance of early preparation, especially as recent legislation has introduced meaningful changes that can affect deductions, credits, and overall tax outcomes. For individuals and small business owners alike, a little planning now can save time, stress, and money later.

One of the most important first steps is making sure you have access to your IRS online account. This secure portal allows you to review prior-year returns, confirm your adjusted gross income, check payment history, and view transcripts. Having this information readily available can significantly reduce delays once filing season begins. If you have not logged in recently, it is wise to verify your credentials now rather than discovering access issues at the last minute.

Recent tax law updates are another reason preparation matters more than ever. The One, Big, Beautiful Bill Act introduced new deductions and modified existing ones, including expanded rules around tips, overtime, vehicle-related interest, and senior-related benefits. These changes can create valuable opportunities, but only if they are properly documented and reported. Understanding how these updates apply to your specific situation is key to avoiding missed benefits or unexpected notices from the IRS.

Organization is the backbone of effective planning. Gathering Forms W-2, 1099s, mortgage interest statements, charitable contribution records, and business expense documentation early creates a smoother filing process. For business owners, reconciling accounts and reviewing year-end financials before January can prevent rushed corrections later. This proactive approach is especially helpful for clients in Green Bay who balance multiple income streams or operate closely held businesses.

Another often-overlooked step is confirming that personal information is accurate and up to date. Changes in address, banking details, marital status, or dependents should be addressed before filing. Incorrect information can delay refunds or trigger additional correspondence from the IRS. Taking a few minutes now to review these details can prevent weeks of frustration later.

For families and retirees, early planning also allows time to evaluate credit eligibility and income thresholds. Credits like the Child Tax Credit or education-related incentives can change based on income levels and filing status. Similarly, retirees should review retirement income reporting and required minimum distributions to ensure compliance. Thoughtful planning provides clarity and confidence heading into the filing season.

Local guidance can make a meaningful difference as well. Working with a trusted professional who understands the nuances of state and federal rules helps ensure accuracy and compliance. Many clients in De Pere appreciate having a clear plan in place before documents start arriving in January, rather than reacting under deadline pressure.

Ultimately, preparing early is about control. It allows you to understand your tax picture, make informed decisions, and avoid unnecessary surprises. Whether you are an individual filer, a growing family, or a business owner, thoughtful tax preparation puts you in the best position for a smooth filing season and peace of mind.

If you are located in Green Bay or the surrounding area and want to approach the upcoming season with confidence, now is the time to start. Clients in De Pere who plan ahead often find the process far less stressful and far more predictable. Taking these steps today sets the tone for a successful and efficient filing experience built on smart tax preparation.