3 Smart Tips for the 2026 Tax Season as Filing Opens January 26

The IRS will officially begin accepting individual tax returns for the 2026 filing season on January 26, 2026. With millions of returns expected between opening day and the April 15 deadline, preparation on the front end can make or break a smooth tax season.

As tax professionals, the goal isn’t just to file returns — it’s to file them accurately, efficiently, and with minimal disruption. Here are three key ways preparers can set themselves (and their clients) up for success as filing season kicks off.

1. Get Clients Organized Before Filing Opens

One of the biggest causes of delays, rework, and amended returns is missing or late information from clients. As preparers, encouraging clients to gather documentation early can significantly reduce stress once filing begins.

Key documents to remind clients about include:

• W-2s and all applicable 1099s

• K-1s from partnerships, S corporations, and trusts

• Mortgage interest and education statements

• Social Security numbers and dates of birth for all dependents

• IRS Identity Protection PINs, if applicable

  
  

Proactively communicating expectations — whether through checklists, client portals, or early-season reminders — helps ensure returns are complete before submission. The more organized the client, the more efficient your workflow.

2. Reinforce the Value of Working With a Trusted Tax Professional

Tax laws continue to evolve, and 2026 is no exception. Many taxpayers may be tempted to self-file, but this is an opportunity for preparers to reinforce the value of professional expertise.

As a tax professional, you provide:

• Guidance through complex credits and deductions

• Compliance with current tax laws and IRS requirements

• Error prevention that avoids notices, delays, and penalties

• Strategic advice beyond just data entry

  
  

Reminding clients that accuracy and compliance matter — especially for business owners, multi-state filers, and taxpayers with changing circumstances — helps strengthen trust and long-term relationships.

3. E-File Whenever Possible and Avoid Paper Filing Pitfalls

Electronic filing remains the fastest and most reliable way to submit tax returns. E-filed returns reduce common errors, provide immediate confirmation, and significantly speed up IRS processing.

For 2026, paper filing comes with added risk. A recent postal rule change means postmarks are now based on when mail is processed, not when it’s dropped off. This creates the possibility that a return mailed on April 15 could still be considered late.

From a preparer’s standpoint:

• E-filing minimizes compliance risk

• Direct deposit speeds up client refunds

• Fewer paper returns means fewer processing delays and IRS notices

  
  

Encouraging electronic filing wherever allowed protects both your firm and your clients.

Preparing Early Leads to a Smoother Season

The most successful tax seasons don’t start in late January — they start well before filing opens. By setting expectations with clients, reinforcing the value of professional preparation, and leveraging electronic tools, tax preparers can reduce last-minute pressure and improve overall efficiency.

Using a comprehensive platform like MyTAXPrepOffice allows preparers to manage client data, e-file returns, handle multi-state filings, and stay compliant — all in one place. When your systems are ready, you can focus on what matters most: serving your clients and growing your practice. to electronic filing — with support and features built for accuracy and efficiency.

Disclaimer: This article is for informational and educational purposes only and does not constitute legal tax advice. Advanced Tax Solutions is not liable or responsible for any damages resulting from or related to your use of this information. It is your responsibility to refer to official IRS documentation for information regarding any tax laws or tax information shown here.