Tax Season Prep: Start Now, Not in March

The difference between a calm filing season and a frantic one is rarely the complexity of the return — it's when the prep work started.

Each quarter, reconcile your books, capture deductible expenses while they're fresh in memory, and flag any unusual transactions for your preparer with a short note explaining the context.

By the time filing season opens, you'll be assembling a folder instead of reconstructing a year. That shift alone removes most of the stress.