How To Get a Head Start on Your 2026 Tax Return in January — Tax Experts Share 8 Moves [Yahoo! Finance]
WOLTERS KLUWER S/ADR (WTKWY)
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Source: Yahoo! Finance
By taking a few intentional steps in January, you can smooth out your tax burden, reduce errors and make the 2026 filing season far less stressful. Here are eight smart ways to build momentum now Be Aware: 8 Ways Trump's ‘One Big Beautiful Bill' Could Offer Tax Relief Read Next: 9 Low-Effort Ways To Make Passive Income (You Can Start This Week) The biggest January advantage to your tax planning is organization. Start the year by reviewing what you needed for last year's return to create a checklist for this year, said Laurie Smith, tax partner at Wiss Private Client Advisors . Better yet, create a dedicated digital folder. This prevents scrambling in March or April and ensures every form and receipt is ready when you or your CPA needs it. Then, take time to review what's next. Brian Fine, CPA and partner at Alpine Mar , also stressed the value of early organization. He recommended creating “an accurate inventory of all the tax documents you expect to receive in early calendar
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