Start Now for a Smoother 2026 Tax Season
The new year’s almost here, and that means the 2026 tax season isn’t far off. If you’re looking to make filing easier and avoid delays, now’s a good time to start getting organized. A few small steps today can help make the entire process less stressful come spring.
The IRS “Get Ready” campaign offers reminders and updates on what’s changed and what you should do ahead of time. A key example: the One, Big, Beautiful Bill, which includes new or expanded deductions. That includes updates for tips, overtime, car loan interest, and some changes for seniors.
Here are some simple steps you can take now to stay ahead.
Sign in or create an IRS online account
With an IRS online account, you can securely access your tax history and manage key details. You’ll be able to:
- View tax records and transcripts
- Schedule or make payments
- Access your Identity Protection PIN
- Authorize your tax pro to view your records
- See Forms W-2 and certain 1099s as they become available
- Choose how the IRS communicates with you, including formats like Braille or large print
- View digital IRS notices
- Set up or update payment plans
Speed up refunds with direct deposit
Direct deposit remains the quickest way to get your refund. As of September 30, 2025, the IRS has begun phasing out paper refund checks due to Executive Order 14247. Most taxpayers will now need to provide routing and account numbers to receive their refund directly into a bank account.
Don’t have a bank account? You can open one through an FDIC-insured bank or use the National Credit Union Locator Tool. Veterans can check out the Veterans Benefits Banking Program for more options.
You can also use prepaid debit cards, mobile wallets, or apps that support direct deposit. Just be sure you have the correct routing and account numbers for your personal account. When in doubt, confirm with your app or bank.
Get your paperwork in order
Having your tax documents ready makes it easier to file accurately and faster to get your refund. It also helps make sure you don’t miss any deductions or credits.
Keep in mind: most income is taxable. That includes unemployment, refund interest, income from gig work, and digital assets. Make sure to gather all the forms you’ll need—especially W-2s and 1099s—once they’re available in early 2026.
Need help getting your documents in order or sorting through what’s new for 2026?
We’re here to keep things simple. Reach out to our team anytime. We’ll walk you through what matters and what can wait.
Contact us to schedule a time to talk
