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  • Rebecca Tabert

How Early Can I File My Taxes?

Are you already gathering your receipts and financial statements for the tax season, wondering how soon you can file your 2023 taxes? With the deadline often looming in people's minds, there's no need to wait until April 15th to get started.

Navigating the tax season efficiently calls for early preparation. It is wise to consult a tax professional once you have all your 2023 tax documents in hand. Those anticipating the need for an extension will benefit from acting swiftly, as online filing options typically open by the end of January.

Business taxes, Form 1065, Form 1120S, Form 2553, llc converted, llc converted to scop, Tax and Ledger Professionals, TLP, Tax, Payroll, Accounting, Escondido, San Marcos, San Diego, California

What should you bring my early tax filing appointment?

The best practice is to bring whatever you believe is tax relevant that the tax professional might need to reference to be understand your situation and help you. Most tax practices will need the following documents, however it is always best to call ahead and check if there is anything else that they might need.

  1. Prior tax returns from the 2 most recently filed years.

  2. Your driver's license.

  3. Social security card.

  4. Identity protection PIN (if applicable).

  5. All tax-related documents (including income and expense reports).

  6. A list of questions or concerns, and any items or evidence relating to them.

Having these will not only speed up the process but also ensure you get the most accurate tax return possible.

Do you really need a tax professional or can you file online?

The answer is "it depends". The easiest way to tell is the following:

  • Simple Situations: If your tax situation is straightforward and you're confident in your understanding of the IRS rules, then online tools like Turbo Tax or HR Block might be a practical choice. These platforms guide you step-by-step, making the process easier and they will most often be cheaper.

  • Complex Cases: However, when your tax situation becomes intricate or if there are aspects you're unsure about, a tax professional is indispensable. Their expertise will guide you through complex scenarios, ensuring you remain compliant with the IRS and your state of residency.

How soon can you see your tax accountant?

Timing is everything when it comes to tax preparation:

  • It is advisable to reach out to a tax accountant as soon as you are aware of the need for their services.

  • Tax professionals can schedule appointments well in advance, tailored to happen with the arrival of all your necessary tax documents.

  • You can see your tax accountant for tax preparation as early as February, 2024.

If you want to be prepared for 2023 taxes, we recommend you come in as soon as possible before the year end. For 2024 tax planning, it is better to contact a tax professional towards the end of 2024, between October and December.

Most common myths about Itemized Deductions

Myth: You can't file your taxes before the IRS begins processing returns.

Reality: You can prepare your tax return as early as you have all your documents, but the IRS will only begin processing returns on their announced start date, which is typically at the end of January.

Myth: Filing early increases your chance of an audit.

Reality: Audits are determined by a variety of factors, not the timing of your filing. In fact, filing early can be beneficial as it often means your return is more accurate due to careful preparation.

Myth: If you file early, you must pay your taxes immediately.

Reality: If you owe taxes, you are not required to pay until the deadline in April, regardless of how early you file.

Myth: Filing an extension means you're less likely to be ready on time.

Reality: An extension simply gives you more time to gather your information and ensure accuracy; it's a strategic move, not a procrastination tool.

Myth: Refunds are delayed if you file early.

Reality: Filing early can actually result in receiving your refund faster, as the IRS processes returns on a first-come, first-served basis.

More Reading

Final Thoughts

Reflecting on the introductory advice, engaging with a tax professional early can significantly ease the tax filing process. Don't hesitate to seek expert guidance to navigate the complexities of tax laws and maximize your potential benefits. Remember, an informed approach to tax preparation is the cornerstone of a stress-free tax season.

Contact Us

We are here to help with any questions you have. Just give us a call.

Tax and Ledger Professionals, Inc

Email Address:

Phone Number: (760) 480-1040

Address: 365 W 2nd Ave, Escondido, CA 92025

About Us

For over 35 years, we've been the go-to for tax, accounting, bookkeeping, and payroll services that keep businesses running smoothly and lower individuals' and businesses' tax burden. See for yourself how we've transformed numerous businesses across San Diego and throughout the United States.

What do we prepare?

  • Income Taxes:

    • Individuals

    • Businesses

    • Estates and Trusts

    • Nonprofits

  • Foreign Tax Reporting

    • FBAR

    • 3520

    • 5471 & 5472

  • Payroll

  • Accounting and Bookkeeping

  • Business Consulting


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