How to Prepare for Tax Season: A Complete Checklist for Individuals & Small Businesses

What to gather, deadlines, deduction tips, and organizer templates. Part of the Mac Neal LLC Resource Series: practical, plain-English guides for freelancers, side hustlers and small-business owners.

Inside this guide:

• Clear, step-by-step checklists tailored for individuals and business owners
• Key deadlines for 2027 and what's new under the One Big Beautiful Bill Act
• Insight into key deductions and credits you might be missing
• Printable worksheets and tracking tools to stay organized
• Pro tips to avoid delays, audits, and common filing mistakes

17-page PDF with checklists and printable worksheets. Updated October 2026 for tax year 2026.

General education, not tax or legal advice. Have a question about your own situation? Book a consultation at www.macnealllc.com.