Happy New Year! As we enter 2026, the 2025 tax season lurks on the horizon. Taking a little time to organize now may leave you feeling more prepared for the future. This period often brings paperwork, deadlines, and decisions, so consider this a friendly reminder to begin gathering what you may need. A helpful first step is collecting key documents related to your return. Common items include W-2s, 1099s, charitable donation receipts, and statements tied to investment activity. The IRS offers a detailed checklist of forms and instructions on its website, which can serve as a useful reference.¹ If you’re missing past records or need to review previous filings, the IRS also provides tax transcripts that can be accessed online or requested by mail. These transcripts can help confirm prior-year adjusted gross income, payment history, or other details required during filing.² This may also be a good time to review account contributions, charitable giving, or other financial decisions that affect your overall tax picture. If you have questions about documents from our office—such as investment account statements—please don’t hesitate to reach out. I’m always happy to help you access the information we have available. Because tax rules can change from year to year, consulting a qualified tax professional may provide guidance specific to your situation. My role is to support you with general reminders, investment-related documentation, and awareness of changes that may affect your long-term financial strategy. When you’re ready to begin preparing, I’m here if you need anything on our end. |
1. IRS.gov, 2025. |
For specific tax advice, please consult with a qualified tax advisor or CPA. This material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named broker-dealer, state- or SEC-registered investment advisory firm.