Filing taxes for the first time can feel intimidating—but it doesn’t have to be. Whether you’re a new worker, freelancer, or student, this simple checklist will help you stay organized and avoid costly mistakes.

1. Gather Your Documents

You’ll need any of the following:

• W-2s (from employers)
• 1099 forms (side gigs or contract work)
• School tuition statements
• Proof of health insurance
• Bank interest forms
• Receipts for deductible expenses

2. Know Your Filing Status

Single, Head of Household, Married Filing Jointly—choosing the wrong one can delay your refund.

3. Don’t Forget State Taxes

California has its own rules and credits. Ignoring them could mean missing out on refunds.

4. Understand Your Deductions

Standard deduction or itemized? A tax pro can instantly tell you which saves more money.

5. File Early

Avoid delays, bigger crowds, and potential fraud. Early filers get their refunds faster.

Make Your First Filing Stress-Free

At DTM Income Tax Services, we walk you through each step and make the process smooth, simple, and accurate.

 Book your appointment today and let DTM handle the paperwork.
 Visit pinnaclesofttech.ca/coa/ to get started.