Tax season is officially underway, and our team at DJL Accounting is ready to assist you with the preparation of your 2025 income tax return. As the IRS begins accepting returns on January 26th, 2026, now is the perfect time to start gathering your information and preparing your documents.
To help make this tax season as smooth and efficient as possible, we’ve outlined a few important reminders and updates below.
Submitting Your Tax Information
To help avoid delays and ensure accuracy, we kindly ask that all tax documents be submitted together rather than in multiple visits or uploads.
Clients may submit tax information in any of the following ways:
- Walk-In: Sign in and leave your documents with our front desk staff
- Secure Drop Box: Available inside our vestibule for quick, contactless drop-off
- ShareFile Digital Upload: Secure upload link available upon request
- Appointment: Schedule a time to review and submit documents in person
Identification & Banking Information
Please ensure we have an up-to-date copy of your driver’s license or state ID, along with your current email address. Additionally, the IRS has phased out paper refund checks and is transitioning to electronic payments and refunds.
Be prepared to provide your bank account information. Taxpayers without a bank account will need to open one or choose an approved electronic option such as a prepaid debit card or digital wallet.
We strongly recommend having your own personal bank account established prior to completing your tax return.
Life Changes That May Affect Your Return
Please let us know if you experienced any of the following during 2025, as these changes may impact your tax return:
- Marriage
- New dependents
- A move or address change
- New or changed business activity
Qualified Overtime Documentation (OBBA)
If you earned qualified overtime during the year, documentation from your employer is required to determine eligibility for the OBBA qualified overtime deduction or credit.
Acceptable documentation includes:
- A qualified overtime report
- Payroll statements or employer letters showing qualified overtime
- A W-2 with supplemental details (often in Box 12 or Box 14)
Providing this information helps ensure compliance and prevents missed opportunities or processing delays.
Health Insurance Coverage
If you received health insurance through the Healthcare Marketplace, Form 1095-A is required before your return can be filed. Please be sure to include this form with your documents.
Estimated Tax Payments
If you made any federal, state, or local estimated tax payments, please provide documentation showing both the amount and date paid.
Acceptable documentation includes canceled checks or payment history printouts from IRS.gov (ID.me).
Documentation for Schedule C & Schedule E Filers
Proper documentation is essential to support deductions. Credit card or payment app statements alone are not sufficient in the event of an audit.
Please provide:
- Receipts and invoices for expenses
- A printed or Excel expense list
- Documentation for large purchases that should be added to your fixed asset schedule
Office Updates & What’s New at DJL
As we begin this tax season, we are proud to celebrate 26 years in business — a milestone made possible by the continued trust of our clients.
We’re also excited to introduce new services this year, including notary services and social media marketing support for business clients, alongside our tax and consulting offerings.
Additionally, our team continues to grow, allowing us to better serve you throughout the tax season.
We’re Here to Help
Thank you for your continued trust in DJL Accounting. Our team looks forward to supporting you throughout tax season with the same care, professionalism, and attention you expect from us.
If you have questions or are ready to get started, please contact our office.