Tax season is officially in the rearview mirror—but your work isn’t over just yet. Whether you're expecting a refund, dealing with an unexpected balance, or looking to stay ahead for next year, now is the perfect time to take smart, strategic steps. Don’t let your filing efforts go to waste—make the most of your post-tax season window.

💵 Expecting a Refund? Here's How to Track It Fast

If you’re due a refund, the IRS typically processes direct deposit payments within 21 days of receiving your return. But delays can happen, especially if there are errors or identity verification holds.

Use these tools to stay in the loop:

• The “Where’s My Refund?” tool at IRS.gov

• The IRS2Go mobile app

Have this info handy:

• Your Social Security Number or ITIN

• Your filing status

• Your exact refund amount

💡 Tip: If your return includes the Earned Income Tax Credit (EITC) or Additional Child Tax Credit (ACTC), expect a slight delay due to additional IRS processing.

💳 Owe the IRS? Don’t Panic—Here’s What You Can Do

Surprised by a tax bill? You’re not alone. The key is acting quickly to avoid penalties and interest.

Your payment options:

• Pay in full with a credit card, bank transfer, or check

• Set up a short-term payment plan (up to 180 days)

• Apply for a long-term installment agreement

• Explore an Offer in Compromise if you’re facing serious financial hardship

Avoiding action only increases the damage. Setting up a payment plan shows the IRS you're taking responsibility—and helps protect your credit and business.

🛠️ Made a Mistake? Here's How to Fix It with an Amended Return

Even experienced filers occasionally miss a form, forget a 1099, or enter the wrong figures. If that’s you—don't stress.

How to correct your return:

• File Form 1040-X (Amended U.S. Individual Income Tax Return)

• Amend electronically for tax years 2021 or later (if you e-filed originally)

• Include any supporting forms or documentation

⏱️ You have up to three years from the original filing date to make changes and claim a refund—so don’t leave money behind.

🗓️ Want to Avoid Stress in 2025? Start Planning Now

Most people wait until tax season to plan for taxes—but by then, it’s often too late to make meaningful changes.

Here’s how to get a head start on next year’s return:

• Adjust your IRS withholding using the Tax Withholding Estimator

• Track deductible expenses from day one (especially if self-employed)

• Max out your 401(k), IRA, or SEP IRA early

• Stay current on new tax credits and legislation

💡 Don’t forget: Year-round tax planning can lead to lower tax bills and more confident financial decisions.

🚨 How to Steer Clear of an Audit Next Year

Worried about getting flagged by the IRS? While audits are rare, some patterns can increase your risk.

Here’s how to reduce your audit exposure:

• Double-check every entry for accuracy

• Don’t overstate deductions—especially for meals, home office, or travel

• Always report all income (1099s, side hustles, freelance work)

• Keep organized, dated receipts and records for at least 3 years

An audit doesn’t have to be scary if your documentation is tight and your return is prepared accurately. But prevention is always easier than defense.

👥 Professional Help Now = Less Stress Later

Tax season doesn’t end when you click "submit." Following up properly can help you recover faster from tax surprises—and plan smarter for the future.

At Bernstein Tax Group, we work with individuals and small business owners who want to stay ahead. Whether you're due a refund, owe the IRS, or simply want expert eyes on your next move, we’re here to help.

📞 Schedule a free consultation today and take control of your financial future—because the best time to plan for next year’s success is right now.