The whirlwind of tax season might be behind us, but the need for strategic financial organization is more relevant than ever. Whether elation or relief filled your post-filing days, it's essential to remain proactive. Taking a few simple steps now can ensure future tax seasons are less stressful. Here's a breakdown of must-know reminders for individuals and businesses.

For Those Who Filed an Extension

If you opted for an extension, you're not alone, and it's crucial to keep an eye on upcoming deadlines. Individuals and C corporations typically have until October 15, 2025, while S corporations and partnerships must file by September 15, 2025. Start early to handle any unforeseen complications and avoid the last-minute rush.

Quarterly Payments: Stay on Track

For those making quarterly estimated tax payments, mark these upcoming due dates on your calendar:  June 16, September 15, and January 15. Regularly updating your calendar and automating payments can help you avoid unnecessary penalties and stress.

Already Filed? Here's What You Need to Do

For taxpayers who have already filed, it’s time to ensure everything is in order. Review your tax return to confirm all details are accurate and securely store all supporting documents. Establishing a well-organized filing system now will make next year's process considerably easier.

Staying organized and proactive after-tax season isn't just a smart move—it's essential. A little effort now can pave the way for a smoother tax filing process in the future. Whether it's adjusting your calendar or revisiting your filing strategies, these small steps can have significant impacts on minimizing tax stress down the road.