Let’s talk about tax season. Specifically, how to avoid the last-minute panic that makes you seriously consider faking your own disappearance.
Step 1: Schedule Your Tax Prep Appointment
Tax season moves fast, and our calendar is already filling up. Booking your appointment now means securing your spot before they’re gone.
Step 2: Gather Your Records (So You Don’t Miss Deductions)
Once you’re on our schedule, it’s time to get your tax docs together. Not fun, but simple. And future-you—the one sipping coffee instead of hyperventilating in April—will be very, very grateful.
What to Gather
🔹 Income Docs – If you made money, the IRS wants to know. Look out for:
- W-2 – Wage and Tax Statement (if you have a job).
- 1099-NEC – Nonemployee Compensation (freelancers & side hustlers, that’s you).
- 1099-MISC – Miscellaneous Income (for those “random” payments).
- 1099-INT – Interest Income (even your bank rats you out).
- 1099-G – Certain Government Payments (like unemployment or a state tax refund).
- 1095-A – Health Insurance Marketplace Statement (if you used a marketplace plan).
🔹 Expenses – If you spent money in a way that might get you a tax break, save the proof.
Business expenses, medical bills, mortgage interest, charitable donations, and student loan interest all count.
🔹 Big Life Events – Bought a house? Had a kid? Got married? Started a business?
These can mean extra tax credits or deductions (or just an extra pile of paperwork).
🔹 Investments & Crypto – If you cashed out, the IRS wants to know.
Yes, even those “meme stock” wins and your dogecoin fortune.
🔹 Retirement & HSA Contributions – Maxing these out before the deadline could save you money. And future-you will thank you.
February Tax Deadlines You Can’t Miss
📅 February 18 – Deadline to file Form W-4 to maintain exemption for tax withholding.
📅 February 28 – 1099 statements (with a cover 1096 transmittal sheet) are due to the IRS. W-2 annual earnings statements (with a cover W-3 transmittal sheet) are due to the Social Security Administration.
Don’t Wait – Tax Prep Spots Are Filling Fast!
We’re seeing a surge in bookings, and our calendar is filling quickly. Don’t wait until the last minute—missing out could mean rushed filing, missed deductions, or worse… unnecessary penalties.
📅 Secure your tax prep appointment now before all spots are taken!
Why Act Now?
Because scrambling on April 15th is a terrible strategy.
Plus, the earlier you prep, the more deductions you’ll actually remember (instead of realizing in May that you totally could’ve written off that work laptop).
Overwhelmed? We’ve Got You.
At Solution 8020, we take the tax prep stress off your plate—so you can focus on your business, your life, and not organizing a mountain of receipts.
📅 Claim your spot before they’re gone → Schedule a Call
Here’s to stress-free prep and bigger refunds,
The Tax-Slaying Pros at Solution 8020
P.S. Procrastination is expensive. Our calendar is filling up fast—don’t wait! ⏳
