The Long Game How To Prepare To Get Your Taxes Done Smoothly and Efficiently (with Ryan Dolan, EA)
Jan 23, 2026
Tax expert Ryan Dolan shares essential tips for smooth tax prep! He emphasizes the importance of hiring a consistent tax team for accuracy and continuity. Ryan advises starting document organization early and using a dashboard to keep track of finances. He explains the common pitfalls like confusing balance payments with estimated payments. Plus, the benefits of extensions are discussed, especially for those awaiting certain documents. Get ready to take charge of your taxes and avoid last-minute stress!
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Hire Your Tax Team Early
- Hire your tax team early, ideally in December, to avoid being waitlisted or pushed to late filing slots.
- A consistent tax team knows your history and catches missing documents faster than a new preparer.
Value Of Continuity With Preparers
- Year-over-year continuity with a tax preparer reduces errors because software and people remember recurring accounts and forms.
- That latent institutional knowledge prevents minor IRS notices and saves time reconciling missing documents.
Start A Tax Folder Immediately
- Create a dedicated digital folder and drop tax documents into it as they arrive instead of scanning everything at once.
- Pull documents from custodial websites promptly so nothing gets lost across multiple accounts.