Get Ahead: Your 2025 Tax Prep Timeline

Tax season might feel far away, but a little planning now can save you time, stress, and money later. Here’s a quick look at what to focus on between now and filing season:

November: Organize income and expenses, check estimated tax payments, and review retirement and HSA contributions.

December: Wrap up charitable donations, finalize payroll and draws, and make sure big purchases are in service before year-end.

January–February: Collect W-2s, 1099s, and 1098s, reconcile your books, and file early if possible to avoid identity theft.

March–April: File or extend, make final IRA/HSA contributions, and confirm state filings.

Even small steps now can make a big difference when tax season hits.

Our team can review your 2024 numbers, help identify last-minute tax moves, and make sure you’re fully prepared for filing in 2025.

You can reach us at admin@strategicfinancialreporting.com to schedule your year-end tax review