Make money work for you!

  • Home
  • Personal Finance
  • Budgeting
  • Shopping
  • Taxes

8 Tax Season Preparation Steps (2023)

January 17, 2023 · Taxes
income
Photo By Wavebreakmedia from Envato

Are you ready for tax season?

In financial terms, the first quarter of the year is when tax season preparation heats up. According to the Internal Revenue Service (IRS), about 85 million taxpayers pay experts to complete and submit their tax returns. If you’re one of them, it’s important to organize your forms, receipts, and other documents well before tax time.

Your tax preparer may ask you to fill out a questionnaire or take information directly from you. Either way, some planning ahead will help you get through the whole process easily and quickly. This holds true for those who do their own taxes too, as the steps below will help them get organized.

Without further ado, here are 8 tax season preparation steps!

Pages: 1 2 3 4 5 6 7 8 9

Share this article

Facebook Twitter Pinterest LinkedIn Email

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Search

Latest Posts

  • A happy couple shopping with a full cart at a warehouse club in 2026. Top 10 Sam's Club Deals You Can't Ignore in 2026
  • A couple shopping for high-end deals at a modern warehouse store. 12 Costco Deals Shoppers Are Jumping on for 2026
  • A high-end desk setup with a Social Security card and a gold pen, representing presidential financial benefits. Is Trump on Social Security? A Look at Presidential Benefits
  • A person thoughtfully choosing a card from their wallet at a checkout counter. 5 Places to Avoid Using Your Debit Card and 3 Safe Spots
  • A mature couple looking at a tablet together on a sunny patio, appearing confident about their financial future. Married or Divorced? Don't Miss This Social Security Tip That Could Increase Your Checks
  • A confident woman working on her taxes at a bright, organized home office desk. IRS Alert: 6 Mistakes That Could Inflate Your Tax Bill
  • A woman looks thoughtfully at a tablet in a modern kitchen, representing financial planning for rising costs. Unfortunately, We'll Pay More for These 6 Things in 2026
  • A woman smiling at her phone in a bright living room with a delivery package on the table. The Best Amazon Prime Perks You Should Be Using in 2026
  • A woman smiling at her phone in a bright kitchen, representing the relief of receiving a tax refund. When Will Your 2026 Tax Refund Arrive? IRS Timeline Explained
  • A shopper looking at a grocery checkout screen with the New York City skyline in the background. 10 US Cities Where Grocery Prices Are Highest in 2026

Newsletter

Get money-saving tips and personal finance advice delivered to your inbox.

Related Articles

tax burdens stealth return

7 States With Largest Tax Burdens for Middle-Class Families

A concerned couple reviews financial spreadsheets in their kitchen, reflecting the growing tax pressures facing…

Read More →
A graph showing the comparison between a standard deduction amount and itemized deductions for a retired couple, illustrating which option results in lower taxable income.

10 Overlooked Tax Deductions for Retirees

Welcome to retirement! This new chapter of your life should be focused on enjoying your…

Read More →
tax return

6 Tax Return Secrets Most Accountants Hide From You

Even though filing your tax return is something you do every year, not everyone gets…

Read More →
retirees

Moving Abroad? These 9 Countries Don’t Tax Retirees at All!

If you’re considering spending your golden years abroad, you need information. Perhaps you’ve always wanted…

Read More →
IRS refund

13 Ways to Get Your IRS Tax Refund Faster Than Ever

Every single year, IRS fraud filters put millions of refunds under review, sometimes, including those…

Read More →

Did You Know About These 5 Veteran Tax Breaks?

A smiling veteran couple reviews exclusive tax breaks on a tablet while relaxing on their…

Read More →
Kamala Harris taxes

Will Kamala Harris Raise My Taxes?’ Let’s Find Out!

Vice President Kamala Harris revealed some of her ambitious proposals as part of a future…

Read More →
income retire stealth

10 Types of Retirement Income Tax You Need to Know About

Those of you who are freshly retired and are constantly planning for the next trips,…

Read More →
retirement

10 Ways to Cut Down on Taxes in Retirement

Retirement is meant to be easy, but with inflation rising, the overall situation is more…

Read More →
The Money Place

Make money work for you!

Inedit Agency S.R.L.
Bucharest, Romania

contact@ineditagency.com

Explore

  • Subscribe
  • Unsubscribe
  • Newsletter
  • Terms and Conditions
  • Do not sell my personal information
  • Privacy Policy
  • Contact

Categories

  • Budgeting
  • Personal Finance
  • Shopping
  • Taxes

© 2026 The Money Place. All rights reserved.