Get Ready With Me for Tax Season 2026
A well-prepared tax season starts long before you file. We’re here to help you get organized and move forward with confidence.
You’ll learn:
• The most common tax documents individuals and families should gather.
• What information to request from employers, banks, brokers, and other institutions.
• How to organize income, deductions, and credits before filing begins.
• Tips to avoid missing key documents that could delay your return or refund.
• A practical preparation checklist to make tax season smoother and more efficient. Preparing early doesn’t just save time — it helps ensure accuracy, minimizes surprises, and allows for better tax planning opportunities.
Why trust The Mattox Group?
With nearly 20 years of advising California families, professionals, and business owners, The Mattox Group is built on long-term relationships, thoughtful planning, and year-round support that evolves as your life and goals change.
