Avoiding the 7 Most Common Tax Filing Mistakes
Financial Horizons: Insights for Building Wealth and Securing Your Legacy
By Dr. Jose G. Cardenas, Chief Tax Strategist at The C & R Group, LLC
Tax season is a high-stakes time for many Americans, and even minor mistakes can lead to big financial setbacks — from delayed refunds to penalties or audits. Understanding the most common tax filing mistakes can help you avoid them and stay on track with your financial goals.
Here are the top seven errors taxpayers often make and how you can steer clear of them.
The 7 Most Common Tax Filing Mistakes — And How to Avoid Them
- Wrong Social Security Numbers
Double-check that the Social Security numbers for you, your spouse, and all dependents are entered correctly. A single-digit error can delay your return or disqualify certain credits. - Incorrect Taxpayer Name
Your name should match exactly as it appears on your Social Security card. If you’ve recently changed your name, make sure it’s updated with the Social Security Administration before you file. - Not Filing Taxes at All
Even if you didn’t earn much income, you could miss out on refunds or credits (like the Earned Income Tax Credit) by not filing. If you're unsure, speak to a tax professional. - Filing Taxes Late
Missing the deadline can result in penalties and interest. File on time — even if you can’t pay right away, extensions are available. - Wrong Names for Dependents or Spouses
Always verify the spelling of all names on your return. Mismatched names can raise red flags with the IRS and stall processing. - Math Errors
Whether you file manually or use software, double-check your numbers. Even simple miscalculations can throw off your refund or tax liability. - Claiming Too Many Deductions
Trying to write off expenses you can’t legally claim can trigger audits and penalties. Always verify deduction eligibility with a trusted tax professional.
Smart Filing Starts with Smart Planning
Avoiding these mistakes starts with preparation and awareness. Use digital tools, maintain organized records, and review your return carefully before submission.
Better yet, have a qualified tax strategist review your filing — they can help you reduce errors, maximize savings, and align your taxes with your long-term wealth goals.
📅 Want help filing confidently and accurately?
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About the Author
Dr. Jose G. Cardenas is a retired U.S. Army Finance Officer and the Chief Tax Strategist at The C & R Group, LLC. With a Doctorate in Business Administration and over 20 years of experience in financial strategy, tax planning and life insurance, Dr. Cardenas helps individuals and business owners protect their wealth and build legacy. Learn more at www.thecrgroupllc.com.
📌 Disclosure: This article is for educational and informational purposes only and is not intended to serve as personalized legal, tax or investment advice. Dr. Jose G. Cardenas provides tax advisory services through The C & R Group, LLC. Insurance strategies, including Indexed Universal Life (IUL) and annuity products, may be offered through his role as a licensed financial professional affiliated with Experior Financial Group.
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