03/23/2026
You still have time to get organized. You just need to focus on the right things.
Here is where to start:
1. Reconcile all bank and credit card accounts so your books match your statements and your reports are accurate.
2. Review your profit and loss to identify missing income, uncategorized expenses, or unusual transactions.
3. Gather receipts and documentation for large purchases, travel, meals, equipment, and any major deductions.
4. Gather documents immediately by collecting W 2s, 1099s for income, and mortgage interest or charitable contribution records.
5. Review all personal and business information before filing, including social security numbers, employer identification numbers, calculations, and signatures, since small errors can cause rejected returns or delayed refunds.
6. File an extension if needed by submitting Form 4868 by April 15 for an automatic extension to October 15, and pay any estimated taxes owed to help avoid penalties and interest.
Do not aim for perfect. Aim for accurate and complete.
And if your books feel too messy to tackle alone, it is okay to ask for help, we are here to help!
