Schedule a Call

Tax Season Checklist: 7 Things You Need Before You File

  • May 29, 2025

Tax season can feel overwhelming — especially if you’re self-employed, bilingual, or filing for the first time. But with a little preparation (and the right guidance), you can feel confident and in control.

Here’s a simple, judgment-free checklist to help you get started — whether you’re filing solo, with a partner, or running your own business.

1. Personal Information

Make sure you have the basics ready:

  • Social Security Number (or ITIN)
  • Your spouse’s and dependents’ info
  • Bank account and routing numbers for direct deposit

Tip: If you don’t have a Social Security Number, ask us about ITIN filing support.

2. Income Documents

Bring all documents that show money you earned:

  • W-2s (for employees)
  • 1099s (for freelancers, contractors, etc.)
  • Cash income or side hustle logs
  • Any unemployment income or stimulus letters

3. Deductions & Credits

You might qualify for benefits like:

  • Child Tax Credit
  • Education credits
  • Business expense deductions (see #5)
  • Retirement contributions

We’ll help you figure out what applies — especially if you’re unsure.

4. Health Insurance Info

If you had coverage through the Marketplace, bring Form 1095-A. It affects your refund or balance due.

5. Business or Side Hustle Records

If you run a small business or do freelance work:

  • Write down what you earned
  • Save receipts or spreadsheets
  • Track mileage, apps/tools, and work-from-home costs

Not sure what counts? We’ll explain it in simple terms.

6. Last Year’s Return (If You Have It)

This helps us make sure nothing is missed and allows for smoother filing — especially if things changed this year.

7. Your Questions

Yes, bring them! Our job is to support you — in English or Spanish — and explain what everything means.

Need Help? Download Our Printable Tax Checklist

[Download PDF — English & Spanish]

H.A.D. Can Help

We specialize in bilingual tax prep, ITIN filing, and small business returns. Our goal is to make this process easier for families, entrepreneurs, and first-time filers.

No stress. No shame. Just clear support — para que puedas sentirte segura.

Ready to file?

SHARE :

Request an Appointment

appointment

Need financial guidance?

Let's talk!

Facebook-f Instagram

© 2025 H.A.D. Consulting. All rights reserved.

Hillary Altagracia-Dishmey

CPA

My name is Hillary Altagracia-Dishmey and I am the founder and CEO of HAD Consulting Services LLC.  I am a licensed CPA with over 10 years of experience in the accounting field, and prior to the foundation of HAD Consulting Services LLC I served as accounting professional at Deloitte, JPMorganChase and EY.

With a professional background, humane and ethical approach, I am here to assist you with business formation, bookkeeping, financial reporting, auditing, tax planning, tax preparation and financial planning.

I am here to help you to achieve your financial goals whether is for your business or personal endeavors

Yudiberta Dishmey Almeida

Immigration Expert | Wedding Officiant

I have over two years of experience providing immigration advice and supporting people on their journey to a new life in the United States. My mission is to offer you professional, reliable, and friendly service so you can make informed and confident decisions in your legal processes.

With a humane and ethical approach, I guide you step by step through immigration procedures, always ensuring your well-being and compliance with immigration requirements. Whether you are looking to regularize your status, reunite with loved ones, or celebrate a meaningful union, I am here to help you.

My services include:

  • Residency Renewal
  • Citizenship
  • Family Petition
  • Adjustment of Status
  • Removal of Status
  • Wedding Officiant

And other immigration services, depending on your needs.

If you are looking for professional support and clear guidance through these processes, please do not hesitate to contact me. I am here to help you build your future with confidence.