2026 Tax Season
PREPARE AND SCHEDULE YOUR INCOME TAX APPOINTMENT
The 2026 tax season is here, and for many individuals, families, and businesses, it represents a period of important questions, paperwork, and financial decisions. This tax season applies to income earned during the 2025 tax year.
During this time, some taxpayers receive refunds, while others adjust their budgets to meet their tax obligations. It is also a good opportunity to:
- Catch up on pending payments
- Reorganize monthly expenses
- Review financial priorities
We provide a dedicated space to support individuals, families, and businesses during tax season. Our goal is to offer a clear, organized, and reliable process that helps simplify tax filing and provides peace of mind.
We offer personal and business tax preparation services, tailored to your specific needs and aligned with current tax regulations.
We offer personal and business tax preparation services, tailored to your specific needs and aligned with current tax regulations.
Documents and Recommendations for Your 2026 Tax Filing
Personal Information:
- Social Security Number (SSN) or ITIN
- Valid photo identification (ID or passport)
- Dates of birth for everyone included on the return
- Bank account information for direct deposit, if applicable
Deductions and Credits (if applicable):
- Student loan interest (Form 1098-E)
- Mortgage interest (Form 1098)
- Retirement account contributions (IRA, 401(k))
- Charitable donations
- Education or dependent care expenses
- Documentation related to legal obligations or prior tax credits
- Records supporting major life changes (address change, marriage, divorce, death, etc.)
Income Forms:
- W-2 forms from employers
- 1099 forms (1099-NEC, 1099-MISC, 1099-G, 1099-INT, 1099-DIV, among others)
- Form 1098, if applicable
- Forms 1095-A, 1095-B, or 1095-C (health insurance coverage)
- Schedule K-1, if applicable
Dependent Information:
- Documentation proving your relationship to dependents
- Income information for dependents, if required to be reported
Business or Self-Employed Documents:
- Income records (sales, payments received)
- Basic financial statements or bookkeeping records
- Records of deductible business expenses
- Forms 1099-NEC, 1099-K, or other applicable forms
Taxes are calculated based on reported income and current tax regulations.
Every tax situation is different, which is why we review each case individually to help ensure an accurate and organized filing process.