Tax Season 2025: Key Tips for a Smooth Filing

Article | January 24, 2025

Authored by Johnson & Sheldon, PLLC

As the new year begins, tax season is officially here! To help you navigate the process smoothly, here are a few essential reminders:

1. Gather Your Documents Early Start collecting your W-2s, 1099s, mortgage statements, and any other relevant forms. Staying organized saves time and prevents stress.
2. Know the Deadlines The IRS filing deadline for 2024 tax returns is April 15, 2025. If you need more time, we can help you file an extension if necessary.
3. Understand New Tax Changes Tax laws often change year to year. Be aware of updates like increased standard deductions or modified tax credit eligibility. Our team stays up to date, so you don’t have to worry about missed opportunities or compliance issues.
4. Contribute to Retirement Accounts You have until April 15, 2025, to make contributions for the 2024 tax year to IRAs or HSAs, potentially lowering your taxable income.
5. Avoid Common Errors Double-check Social Security numbers, filing status, and bank account information to avoid delays.
6. Trust Our Expertise From e-filing to tax planning, our CPA firm offers:
• Personalized tax preparation for individuals and businesses.
• Audit support and representation if needed.
• Proactive advice for reducing your future tax burden.

Whether you’re filing as an individual or a business owner, our tax professionals are here to assist you with all your tax preparation and filing needs. Contact us early to secure your appointment and ensure your return is filed accurately and on time.

Johnson & Sheldon is here to help make your tax season stress-free as possible!