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Avoid costly mistakes and missed deductions.

Get ahead of the rush by gathering the documents you’ll need to file your 2025 taxes. Our preparation checklist will show you exactly what to collect, what forms apply to your situation, and how to stay organized before the season begins.

Important Tax Dates to Remember

January 15, 2025

Final estimated quarterly tax payment for 2024 (self-employed, contractors, and businesses).

January 31, 2025

Employers must send out W-2s, and all 1099s must be issued.Most clients can begin submitting tax documents after this date.

April 15, 2025

Personal tax filing deadline (Form 1040) and final day to make IRA contributions for the 2024 tax year.

Extensions must also be filed by this date if needed.

The Top Tax Changes You Need to Know for 2025

The Top Tax Changes You Need to Know for 2025

Explore the latest 2025 tax changes, credits, deductions, and strategies designed to help individuals and business owners save money, avoid mistakes, and file with confidence. ...more

Tax Tips & Strategies

November 17, 20253 min read