10/08/2026
Tax season may still be a few months away, but getting organized now can make a real difference when it is time to file.
Start by gathering the information you already have — review your personal and dependent information and begin pulling together records you may need.
Business owners and self-employed clients: this is also a good time to make sure your income, expenses, mileage, and records are current. Waiting until January to reconstruct an entire year is rarely a smooth process.
And if the IRS has issued you an Identity Protection PIN, make sure you know where to find it. You will need the current year's IP PIN when filing.
Save this checklist and start getting organized now. We will continue sharing resources and reminders throughout the season to help make the process easier.
Ellama Tax Solutions
Preparation. Education. Confidence.