“The First Step to a Smooth Tax Season: Getting Your Personal Info in Order”

Financial Horizons: Insights for Building Wealth and Securing Your Legacy

By Dr. Jose G. Cardenas, Chief Tax Strategist at The C & R Group, LLC

Before you crunch numbers or scan receipts, the foundation of every accurate tax return begins with the right personal information. Missing or incorrect personal details can delay your refund, increase your chances of audit, or even prevent your return from being filed altogether.

Whether you’re preparing taxes for yourself, your family, or your business, this personal information checklist will make tax season faster, easier, and far less stressful.

Why Personal Information Matters More Than You Think

Most tax filing errors are simple—yet costly—mistakes involving incorrect names, Social Security numbers, or mismatched birthdates. These issues can cause IRS rejections or refund delays that could have easily been avoided with better prep.

Even seasoned professionals can’t complete your return without a few key items—so make sure you’ve gathered everything before your first appointment or e‑file session.

✅ Personal Info Checklist: What to Prepare

1. Social Security Numbers and Dates of Birth

• You’ll need these for yourself, your spouse, and any dependents.
• Double-check for typos. A single incorrect digit can cause filing problems.

2. Last Year’s Tax Returns

• Bring both Federal and State returns if applicable.
• This provides valuable context for your current filing and helps your preparer spot opportunities or trends.
• If you switched tax preparers or platforms, this is especially crucial.

Planning Tip: Don’t Wait Until the Last Minute

Gathering these documents now saves you from scrambling later. Keep this data secured in a digital folder or physical file, labeled clearly by year.

For business owners, accurate personal records also ensure your business filings remain in compliance, especially if you claim family members or report multiple income streams.

Need a Tax Prep Partner?

At The C & R Group, we guide you through every phase of tax season, ensuring no detail is overlooked. Whether you're a first-time filer or managing multi-entity returns, we’re here to make it simple and strategic.

📅 Schedule your personalized tax strategy session: https://calendly.com/thecrgroup/30min
🌐 Visit us online: www.thecrgroupllc.com

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 tax strategy, financial planning, and wealth preservation, Dr. Cardenas helps individuals and business owners navigate taxes with clarity and confidence. 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 or investment advice. Dr. Jose G. Cardenas, DBA, offers tax advisory services through The C & R Group, LLC. Insurance and financial strategies may be offered through his role as a licensed financial professional affiliated with Experior Financial Group.

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