What to Expect During Tax Season
Tax season is officially here — and for many families and small business owners, that can bring a mix of questions, stress, and uncertainty. The good news? With the right preparation and a clear process, filing your taxes doesn’t have to be overwhelming.
At Freedom Tax & Accounting, we believe informed clients make confident decisions. Here’s a step-by-step look at what you can expect during tax season and how to make the process as smooth as possible.
Step 1: Gather Your Tax Documents
The first step in any successful tax filing is collecting your paperwork. Most tax forms begin arriving in late January through early February.
Common documents for individuals and families:
- W-2s from employers
- 1099 forms (interest, dividends, freelance income)
- Mortgage interest statements (1098)
- Childcare expense records
- Education forms (1098-T)
- Charitable donation receipts
For small business owners:
- Profit & loss statements
- Business expense records
- Mileage logs
- Payroll summaries
- 1099-NEC forms for contractors
Tip: Create one folder (digital or paper) labeled “2025 Taxes” and add documents as they arrive.
Step 2: Schedule Your Appointment Early
January is one of the best times to schedule your tax appointment. Booking early gives you more flexibility, reduces stress, allows time to fix issues, and can speed up refunds.
Step 3: Review Life Changes from the Past Year
Be prepared to discuss changes such as marriage, divorce, new dependents, job changes, buying or selling a home, or starting a business. These can significantly affect your return.
Step 4: We Prepare and Review Your Return
Once your information is received, we review income, deductions, and credits, verify accuracy, and discuss everything with you before filing.
Step 5: Filing, Refunds, and What Comes Next
After approval, we e-file your return and provide copies for your records. We also help plan for the year ahead to avoid future surprises.
Final Thoughts
Tax season doesn’t have to be stressful. With early preparation and professional guidance, the process can be smooth and efficient.
Now accepting tax appointments for the 2026 tax season.
Book, Today!
