2026 tax season pre-season
Your 2026 return is filed in 2027, but the best time to prepare is now. Sign up early and gather documents as they arrive.
Get ahead of the 2026 tax season (filing in 2027)
The best time to plan for tax season is before it starts. Sign up early, upload documents as they arrive, and avoid the last-minute rush in Houston’s busiest months.
Pre-season document checklist
- Prior-year federal (and any state) tax return
- Photo ID and Social Security numbers for everyone on the return
- W-2s from every employer
- 1099-NEC / 1099-MISC / 1099-K for freelance, gig or business income
- 1099-INT, 1099-DIV and 1099-B from banks and brokerages
- 1099-R and SSA-1099 for retirement or Social Security income
- 1098 mortgage interest and property tax statements
- 1098-T tuition and 1098-E student loan interest
- 1095-A if you had Marketplace health coverage
- Records of charitable donations
- Business income and expense records, mileage logs
- Estimated tax payments made during the year
- Any letters from the IRS or a state tax agency
- Bank routing and account number for direct deposit
Why start early?
- Spot missing documents before deadlines approach
- Ask questions about life or business changes from 2026
- Have time to respond calmly to any IRS or state letters
- Get on our calendar before the busy season
How it works
- Book a pre-season review by email.
- Log in to the client portal and upload documents as they arrive.
- We let you know what’s still missing and send reminders.
Ready to get started?
Current clients can log in to upload documents. New clients, email us to set up a pre-season review.