Summer is in sight, and the April tax season is in the rearview mirror. But a few simple tax planning steps during the year can take the headache out of filing your next tax return. You might even end up with a better refund or lower tax bill. Before heading to the beach, take a little time to organize your tax records digitally or on paper in clearly labeled folders. Then, add tax documents as they’re received. If you’ve moved, officially change your mailing address with the IRS on Form 8822. And you can use the IRS Tax Withholding Estimator to ensure your tax withholding amount is right. For more year-round tax tips, visit https://bit.ly/3R5Loj3 or contact us with questions.© 2025