What's Inside
A step‑by‑step list of all documents, forms, and financial records you need to gather to prepare for filing your taxes.
A summarized page of current tax rates, contribution limits, phase‑outs, and key dates that provides a fast reference for the 2025/2026 tax year.
A high‑level explainer of current tax brackets, standard deductions, important deadlines, and foundational tax rules to guide your planning throughout the year.
A quick set of five essential actions to double‑check before Tax Day to ensure you don’t miss deductions, contributions, or required documentation.
A comprehensive worksheet where you can document income, deductions, credits, contributions, and expenses to help calculate your taxable income for the year.
Tina Wells Lee & Associates
Tina Wells Lee, CFP®
Owner, CERTIFIED FINANCIAL PLANNER™ Practitioner
Stockton Office
221 Tuxedo Court
Suite B
Stockton, CA 95204
Phone: (209) 477-6400