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.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor
Petersen Advisors
Bert Riley
CEO
New Jersey Office
44 Church St.
2nd Floor
Little Silver, NJ 07739
Phone: (800) 357-3260
Bedham Office
3 Allied Drive
Suite 303
Dedham, MA 02026
Phone: (800) 357-3260
Wayne Office
1501 Hamburg TNPK
Suite 420F
Wayne, NJ 07470
Phone: (800) 357-3260