Below, you’ll find seasonal tips, IRS updates, and practical advice for individuals, freelancers, and small business owners.
We update this page regularly, so feel free to check back anytime—or reach out with questions.
Gather all W-2s, 1099s, and income documents
Review charitable donations and receipts from the prior year
File early to avoid delays—especially if you’re expecting a refund
Finalize prior-year bookkeeping if you’re self-employed
April 15: Deadline to file or request an extension
Pay Q1 estimated taxes (if required)
Evaluate first-quarter income if you’re self-employed or own a business
Consider setting up a retirement contribution plan
Time to catch up if you filed an extension
Mid-year bookkeeping check: are your records clean?
Review mileage logs, business expenses, or contractor payments
Pay Q2 estimated taxes
October 15: Final deadline for extended returns
Make last-minute deductible purchases or donations
Review income and tax position to avoid surprises
Prep for year-end reports or catch-up if behind
Standard Deduction Increases (2025): Be sure to use updated figures when filing
Mileage Rate Adjustments: Changes apply to business, medical, and charitable driving
1099 Thresholds: Be aware of new rules for third-party payment processors
Child Tax Credit Updates: Rules change frequently—ask us what applies
Issue 1099s by January 31 to all qualifying contractors
Track business expenses monthly to avoid messy year-end catch-up
Keep personal and business accounts separate —always
Consider quarterly tax payments if your business isn’t withholding income
We’re here to make things simpler—not scarier.
If you need help with a return, an IRS letter, or just want to get ahead this year,
we’re ready when you are.