Tax Prep Tips: Get Ready to File
As the Wednesday, April 15, 2026 deadline for filing individual returns for the 2025 tax year approaches, it’s time to get prepped! Filing a tax return can be a tedious and time-consuming task. EverTrue’s EAP partner ComPsych offers some tips and resources.
Start Early
Get started now. Organize receipts, paycheck stubs, financial records, mortgage statements, and other important documents. Try to estimate how much you will owe or be refunded. Schedule enough time to complete your return and avoid the filing deadline rush.
Educate Yourself
Learn about the latest tax laws so you can take advantage of as many deductions, exemptions, and credits as possible. Visit the IRS website at irs.gov or call the IRS toll-free at 800.829.1040 for help.
Consider Outsourcing
Consider hiring a CPA (certified public accountant), financial planner, or tax attorney for a complex return.
Know Your Options
Understand your payment options. There are alternatives if you cannot immediately pay the taxes you owe. Installment agreements can be applied for at irs.gov, and there are several options for charging the balance on a credit card. The IRS won’t tack on a fee for credit card payments, but the processing companies will charge a convenience fee.
Extension Time
When all else fails, you can request additional time. Submit IRS Form 4868: Application for Automatic Extension of Time to File U.S. Individual Income Tax Return by the April 15 deadline and receive an automatic six-month extension to postpone your filing date (October 15, 2026).
Employee Discount
Your Employee Assistance Program has partnered with “WorkingAdvantage” to offer a discount on TurboTax tax preparation software. To get started, log in to GuidanceResources® Online, click on the Discounts icon and follow the instructions posted under “Save on TurboTax”. Or, access WorkingAdvantage directly and log in or create a new account using access code 653935339.
EverTrue Perks
Score some great discounts on tax filing products and services through the EverTrue Perkspot portal.
Additional Resources
ComPsych offers Toolkits on topics from Financial Wellness to videos on Tax Return Errors-Tips to Avoid Them, Free Help Preparing Your Tax Return, and Tax Filing Status. Check out all of the resources at www.guidanceresources.com.