Tax Season 2025

Tax season is a time of year that many dread. The complexity of tax laws, fear of owing money or making mistakes, and the rush to meet deadlines all contribute to the stress. Gathering documents like W-2s, 1099s, and receipts can feel overwhelming, especially for those with multiple income streams or complicated returns. Add to that the anxiety of potentially missing deductions or facing an IRS audit, and it’s no wonder tax season is so stressful.

How to Relieve Stress During Tax Season

  • Start Early. Procrastination is one of the biggest contributors to tax season stress. Start gathering your documents as soon as they become available (usually in January). Create a checklist of what you need—such as W-2s, 1099s, mortgage interest statements, and receipts for deductions—and check off items as you collect them. If you’re self-employed or own a business, keep detailed records throughout the year to avoid scrambling at the last minute. Early preparation gives you time to address any missing forms or discrepancies, reducing last-minute panic.
  • Stay Informed. Tax laws change frequently, and staying informed can help you avoid surprises. For example, understanding whether you qualify for new deductions or credits—such as energy-efficient home upgrades or education-related expenses—can save you money. If your financial situation has changed (e.g., buying a home, starting a business, or having a child), research how these changes impact your taxes. The IRS website is a great resource for up-to-date information on tax rules and forms.
  • Seek Help When Needed. Taxes can be complex, and there’s no shame in asking for help. If you’re unsure about filing requirements, deductions, or credits, consult with a professional tax preparer or CPA. Many professionals specialize in specific areas, such as small business taxes or retirement planning, and can provide tailored advice to ensure accuracy and maximize your refund. If hiring a professional isn’t feasible, consider reaching out to free resources like IRS helplines or community-based tax assistance programs.

Tools for a Smoother Tax Season

  • Professional Help. Hiring a CPA or enrolled agent can be invaluable for those with complex financial situations. Professionals can identify deductions you might overlook (e.g., home office expenses for remote workers) and help you strategize for future tax savings. While this option involves an upfront cost—typically $200–$500+ depending on complexity—it often pays off by ensuring accuracy and maximizing your refund.
  • Free Resources. The IRS offers several free programs to assist taxpayers during tax season. IRS Free File provides free online tax preparation software for individuals and families with an adjusted gross income (AGI) of $84,000 or less in 2025, allowing them to file federal taxes at no cost. For those needing more personalized assistance, the Volunteer Income Tax Assistance (VITA) program offers free tax help to individuals earning $67,000 or less annually, as well as people with disabilities and those with limited English proficiency. Similarly, the Tax Counseling for the Elderly (TCE) program focuses on helping taxpayers aged 60 and older with retirement-related tax issues. Both VITA and TCE are staffed by IRS-certified volunteers trained to handle basic tax returns and ensure accuracy. These programs are valuable resources for those with straightforward returns, providing reliable, free assistance to reduce the stress of tax season.
  • Tax Software Alternatives. While TurboTax is popular, here at WikiFinance we strongly recommend exploring more affordable options. TurboTax is well-known for deceptive pricing, poor customer service, and lobbying efforts against simplified tax filing. In addition to the free IRS resources above, there are other software alternatives such as H&R Block, FreeTaxUSA, or Cash App Taxes.