Tax Season 2025: What You Need to Prepare Now

Jesica Martinez
Dec 2, 2025
3 min read

Tax season may feel far away, but getting organized early is the key to reducing stress, avoiding delays, and maximizing your refund or lowering your tax liability. At JVM Accounting Services, we believe preparation is empowerment—so here’s what you can start gathering now to make the 2025 tax season smooth, fast, and stress-free.

1. Start With Your Personal Information

Make sure your basic information is accurate and up to date. This includes:

Full legal name (as shown on your Social Security card)
Current address
Social Security numbers for you, your spouse, and dependents
Driver’s license or state ID
Your preferred refund method (direct deposit info)

If anything changed this year—marriage, new dependents, address change—let your tax preparer know early.

2. Gather All Income Documents

As tax forms start coming in between January and February, keep them together in one place. Common documents include:

W-2s from employers
1099-NEC for contract or freelance work
1099-K from payment apps like Cash App, Venmo, PayPal (if applicable)
1099-INT or 1099-DIV from banks or investments
1099-R for retirement distributions
SSA-1099 for Social Security benefits
K-1s for partnerships or S-corps
Income from property rentals or side businesses

If you owned or started a business in 2024, bring all bookkeeping records as well.

3. Collect Expense & Deduction Records

Deductions help lower your tax bill—don’t miss out because you couldn’t locate paperwork!

Personal deductions may include:

Medical and dental expenses
Education expenses (1098-T)
Student loan interest (1098-E)
Mortgage interest (1098)
Property taxes
Charitable donations
Childcare expenses

Business deductions may include:

Supplies, equipment, and software
Mileage logs
Home office expenses
Advertising and marketing
Business meals and travel
Bank or merchant fees
Insurance premiums

If you’re unsure what qualifies, JVM can help you sort through it.

4. Organize Your Business Financials (If Self-Employed)

If you run a business—no matter how small—start organizing:

Profit & loss statements
Bank statements
Income logs and receipts
Inventory records
Payroll information
Quarterly estimated tax payments

The earlier your bookkeeping is cleaned up, the smoother tax season will be.

5. Review Life Changes That May Affect Your Taxes

Major life events can change your tax situation. Tell your tax preparer if you:

Bought or sold a home
Had a child
Got married or divorced
Started a business
Changed jobs
Moved to another state
Received an inheritance

These events may qualify you for new credits, deductions, or forms.

6. Protect Yourself From Tax Scams

Each year, tax-related scams increase. Be cautious of:

Emails or calls pretending to be the IRS
Fake tax preparers offering “guaranteed refunds”
Requests for sensitive information through text or DM

The IRS never initiates contact by phone, text, or email. When in doubt, check with JVM.

7. Schedule Your Appointment Early

The sooner you book, the more time your preparer has to review your documents thoroughly—especially if you own a business, bought a house, or had multiple income sources.

JVM Accounting Services offers:

In-office appointments
Virtual tax prep
Secure document uploads
Bilingual services (English/Spanish)

Booking early ensures you get the date and time that works best for you.

Get Ready for a Smooth 2025 Tax Season

Preparation today = peace of mind tomorrow.

At JVM Accounting Services, we’re here to guide you through every step of the process—from gathering documents to filing with confidence. Whether you’re a first-time filer, a returning client, or a business owner, our team is ready to help you start the 2025 tax season strong.

Have questions or want to book your appointment?