It's Tax Season... Don't Panic (Yet)

Ah yes, January.

The month of fresh planners, big goals… and that sinking feeling that tax season is creeping up like a slow-moving email from the IRS.

But don’t worry—we’ve got you. Here’s your realistic, non-overwhelming tax prep checklist to help you start the season calm, cool, and refund-ready.

✅ 1. Gather Your Documents

Start a folder labeled “TAX STUFF” (yes, that’s the official term) and toss in things like:

• 1099s from clients

• W-2s (if you’re still part-time employed)

• Receipts for business expenses

• Last year’s tax return

• Any big purchases, health insurance docs, or childcare expenses

Pro tip: The IRS loves documentation. So do we.

✅ 2. Don’t Guess Your Numbers

Now’s not the time to guesstimate. If your bookkeeping’s been neglected (no judgment), book a quick catch-up session now so your tax preparer isn’t playing detective in April.

✅ 3. Decide: DIY or Tax Pro?

Be honest. If your business grew this year, if you started investing, or if the thought of doing your taxes makes you want to throw your laptop—hire a pro. This is where we shine.

✅ 4. Prep for a Refund or Payment

Depending on how your year went, you might owe—or get a refund. Either way, be ready. Avoid surprises by getting a quick tax estimate ahead of time.

✅ 5. Book Your Tax Appointment Early

Tax season gets wild. Beat the rush and book your appointment now (seriously—don’t be that person in March).

🔗 Book Your Tax Prep Appointment

Bottom Line: You’ve got goals this year. Let’s make sure taxes don’t get in the way.