The Internal Revenue Service is already encouraging taxpayers to take steps now to prepare for the upcoming filing season—and this year, early preparation is more important than ever.
Why Early Prep Matters in 2026
With the One Big Beautiful Bill now in effect, taxpayers will see some of the most significant shifts to federal taxes, credits, and deductions in years. These changes are already active and will directly influence how individuals and small businesses file their 2026 tax returns.
Some of the key updates include:
• No tax on tips
• No tax on overtime
• No tax on auto-loan interest
• A temporary deduction for seniors
• Additional adjustments that may impact eligibility for credits and deductions
Because these new rules introduce fresh opportunities—and potential areas of confusion—organizing your documents now will help ensure a smooth and accurate filing process.
What You Should Gather Early
The more complete and orderly your records are before tax season begins, the easier it will be to file on time, avoid mistakes, and take advantage of every deduction available to you. Start gathering:
• Forms W-2 from employers
• Forms 1099 from banks, freelance work, and other income sources
• Bank account information for direct deposit
• Digital asset transaction records
• Documentation related to deductions or credits you plan to claim
Collecting these items ahead of time can prevent delays, reduce the risk of filing errors, and help your tax professional prepare your return quickly and accurately.
How Sunshine Tax Relief Helps
Navigating these new rules doesn’t have to feel overwhelming. At Sunshine Tax Relief, we stay on top of every update to ensure your return is filed correctly and optimized under the new law. Whether you’re unsure which deductions apply to you, need help organizing your documents, or want peace of mind that your return is fully compliant, we’re here to guide you every step of the way.
Start Now for a Stress-Free Tax Season
Preparing early is the best way to make the most of the new tax landscape. With major changes already in place, taking a proactive approach will help you avoid surprises and step confidently into the 2026 filing season.
If you’d like support getting started, Sunshine Tax Relief is just a call or click away.

