Simple Steps to Prepare, File, and Avoid Common Mistakes
1. Gather Your Income Documents Early
Employers must send W‑2s by January 31. Start collecting everything as soon as it arrives.
Documents to gather:
- W‑2 forms from all employers
- 1099‑INT (interest income)
- 1099‑DIV (dividends)
- 1099‑G (unemployment income)
- Any additional income statements (side jobs, gig work, etc.)
- Mortgage interest (Form 1098)
- Property tax receipts
2. Organize Homeowner‑Specific Documents
Homeowners often qualify for deductions that renters don’t.
Gather:
- Mortgage interest (Form 1098)
- Property tax statements
- Home improvement receipts (energy‑efficient upgrades)
- Closing documents if you bought or sold a home in 2025
3. Review Your Prior‑Year Tax Return
Your 2024 return helps verify your identity and ensures accuracy.
Have ready:
- 2025 Adjusted Gross Income (AGI)
- Copy of your 2025 tax return
4. Decide How You’ll File: DIY vs. Local Pro
Many Tulsa residents start with TurboTax, but DIY software often misses local nuances.
Why Local Pros Beat TurboTax for Tulsa Filers
- Understand Oklahoma‑specific deductions
- Catch errors software overlooks
- Maximize homeowner‑related tax benefits
- Provide personalized support
- Assist with IRS letters, audits, or corrections
5. Plan for Your Refund or Payment
Decide early whether you want:
- Direct deposit
- Paper check
- Refund applied to next year’s taxes
If you owe taxes, planning ahead helps avoid penalties. Call us today to schedule an appointment 918-510-6052!
Download our free printable tax return checklist for this year to ensure you have app proper documents!
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