Get a Head Start on Tax Season—Confidence Starts Now

If you’re planning to file taxes for the first time next year, now is the perfect time to start preparing. Tax season doesn’t have to be stressful—especially if you take a few smart steps over the summer and fall.

Here’s how to get ahead so you’re confident and ready when April rolls around:

1. Know What Documents You’ll Need
Start keeping track of anything you’ll need to file your taxes, like:
A W-2 form from a part-time or full-time job


1099 forms if you’ve done freelance work or earned money from apps like Venmo, Etsy, or DoorDash


Any records of scholarships, student loan interest, or tuition payments


Tip: Save these documents in one folder—physical or digital—so you’re not scrambling later.

2. Understand Your Filing Status
Your filing status affects your tax rate and your eligibility for certain tax breaks. Most first-time filers will file as Single, but if you’re supporting someone else or married, it could be different.
Knowing your status ahead of time avoids confusion when it’s time to file.

3. Pick How You’ll File
Will you use a tax software? Paper forms? Or work with a tax professional?
If it’s your first time, you might benefit from working with someone like Jennifer at Walker Tax Relief, who can walk you through the process and make sure everything’s done right.

4. Learn About Credits and Deductions Now
There are several tax breaks that could save you money, including:
Earned Income Tax Credit (EITC)


Student Loan Interest Deduction


Education Credits
If you qualify for these, they can lower the amount of tax you owe—or increase your refund.



5. Make a Plan to File on Time
The deadline to file taxes is usually April 15th, but don’t wait until April to get ready. By planning now, you’ll avoid last-minute stress and have time to ask questions or fix any issues.

6. Go Digital When You Can
Filing electronically and choosing direct deposit for your refund is faster, safer, and more convenient. Most tax pros and programs offer these options—and they’ll help you avoid delays.

Start Now, Stress Less Later
Getting ready over the summer gives you a head start on what most people wait too long to do. Taxes aren’t as scary when you take it one step at a time.
If you’re not sure where to begin, Jennifer at Walker Tax Relief is here to help. She works with first-time filers, students, and families to make tax season simple, clear, and stress-free.
Reach out any time—April will be here before you know it.