Preparing for your 2025 tax return doesn’t have to be stressful. This checklist outlines the key documents and information individuals and business owners should gather before filing in 2026 to help ensure an accurate and efficient tax filing process.

Major tax changes for 2025 bring expanded deductions and permanent provisions for business owners, including 100% bonus depreciation and the QBI deduction. Learn how these updates may impact your business tax strategy when filing in 2026.

The Child Tax Credit for 2025 offers up to $2,200 per qualifying child, with up to $1,700 potentially refundable. Learn who qualifies, income limits, and how the credit works when filing your 2025 return in 2026.

The 2025 tax year brings updated standard deductions, higher retirement contribution limits, and expanded tax credits for many taxpayers. This overview highlights key changes individuals and businesses should know before filing in 2026.

Several federal energy tax credits for homeowners are set to expire after 2025, including the 30% Residential Clean Energy Credit for solar and other renewable upgrades. Learn which improvements qualify, key deadlines to meet, and how these credits may impact your 2025 tax return.

File Your 2025 Return in 2026 – Key Takeaways for Individuals and Businesses

The Earned Income Tax Credit (EITC) is a refundable federal tax credit designed to benefit low- to moderate-income workers and families. It can reduce the taxes you owe and increase your refund — even if you don’t owe any tax.

Overtime pay and senior tax credits can reduce your taxable income, but they don’t eliminate taxes entirely—FICA and, in some cases, state taxes still apply. These benefits are temporary under current law and are set to expire after the 2028 tax year.

As tax season approaches, many individuals are reviewing ways to reduce taxable income and boost retirement savings. One of the most effective strategies is contributing to a traditional 401(k) retirement plan, which offers valuable tax benefits now and potential financial flexibility later.

Signed into law in July 2025, the One Big Beautiful Bill Act extends and expands many provisions of the Tax Cuts and Jobs Act. This article highlights how the new law impacts individuals, businesses, energy credits, and estate planning.