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3 Things You Need to Do Now to Prepare Your Taxes

Take yourself out for a money date to do your taxes.

Tax Day (April 15th) is just around the corner, which means it’s time to make a date (with yourself or your tax professional) to prepare and file your 2023 taxes.

Tax prep season can be a stressful time, especially for your CPA or tax professional, so do yourself and them a favor by getting on their calendar ASAP.

Here are 3 immediate action items you can check off this week to help you prepare:

  • Make sure you have all your 2023 income statements (W-2s, 1099s, etc.), deduction information (retirement contributions, student or other loan interest, charitable donations, medical bills, etc.), statements from your banks and other financial institutions, and receipts.

Click here to download the full checklist of anticipated tax forms you may expect.

  • Go to your digital calendar – or wall calendar – and block out time to prepare your taxes. If you are working with a CPA, give them a call today and set an appointment.

  • It’s also a good idea to have your previous year’s tax return handy as reference to compare.


When it comes to tax prep, the sooner the better. Make a money date on your calendar to prepare and file your taxes on time – even if it’s to file an extension.

I'm Helen

Having worked in finance for over a decade, I know what matters most to clients. Here, I share with you what you really need to do to stay on top of your money and retire rich.
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