With tax season behind us, it's natural to feel a sense of relief. However, taking proactive steps now can spare you from future headaches and set you up for success. Whether you've filed early, applied for an extension, or are making quarterly payments, there are crucial reminders to keep you organized and prepared for upcoming deadlines.

For Those Already Filed

Congratulations on filing your taxes! The next step is to review your tax return for accuracy and gather any supporting documents for safekeeping. Organizing this year’s paperwork early can make next year's filing season a breeze. Securely store these documents, either physically or digitally, to ensure easy access when needed.

Navigating Extensions

If you've filed for an extension, it's important to remember your new deadlines. Individuals and C corporations have until October 15, 2025, while S corporations and partnerships face a deadline of September 15, 2025. Get a head start on gathering any missing documentation and start preparing now to avoid last-minute stress.

Keeping Up with Quarterly Payments

For those making estimated quarterly payments, staying current is crucial to avoid penalties. Mark your calendar with these important dates: April 15, June 16, September 15, and January 15. Consider automating your payments or setting reminders to ensure you stay on track without hassle.

Staying organized and proactive is key post-tax season. By focusing on these areas, you can ensure a stress-free experience going forward. Remember, a little effort now can make a big difference down the line.