Looking For Tax Preparation in New Haven? Here Are 10 Things You Should Know Before Filing

NEW HAVEN, CT , JOSE’S TAX SERVICE, January 29, 2026

Tax season in New Haven has begun. As deadlines approach, you must prepare, select, and file efficiently. Here are ten essential facts to know before you start filing your taxes this year. Adhere to these critical procedures to ensure timely, accurate filing , and minimize costly mistakes.

1. Identify Official Filing Deadlines and Extensions!

• Federal Tax Return Due Date: April 15, 2026.
• Connecticut State Return: Due the same day as the federal return.
• Filing Extensions: File IRS Form 4868 for a federal extension. Connecticut uses Form CT-1040 EXT. Extensions prolong time to file, but not to pay.

Act before the deadline to avoid penalties and interest. Late filing or payment can lead to substantial fees.

2. Compile All Required Documentation!

• Wage Statements: Form W-2 for employees; Forms 1099-NEC or 1099-MISC for contractors.
• Interest & Dividend Income: Forms 1099-INT, 1099-DIV.
• Other Income Statements: 1099-G (unemployment), 1099-R (pensions), SSA-1099 (Social Security).
• Documentation for Deductions: Mortgage interest (Form 1098), tuition (Form 1098-T), childcare expenses, and charitable donations (official receipts).
• Government-Issued Identification: Valid photo ID and Social Security cards/ITIN documents for all filers and dependents.

Incomplete or missing forms may delay your refund or prompt IRS correspondence.

3. Verify Your Filing Status for Maximum Tax Benefits!

• Choose from: Single, Head of Household, Married Filing Jointly, Married Filing Separately, or Qualifying Widow(er).
• Filing status impacts potential deductions, credits, and tax rates.

Incorrect status selection can result in processing delays and underpayment penalties.

4. Determine Eligibility for Free and Reduced-Cost Tax Preparation!

• VITA (Volunteer Income Tax Assistance): Free help for those earning $68,000 or under. Visit local VITA sites throughout Greater New Haven.
• Other Providers: Some national firms offer basic free filing online, but fees may apply for complex returns.

Save preparation costs when eligible. Contact VITA locations for operating hours and appointment procedures.

5. Evaluate the Tax Preparation Method That Fits Your Situation!

In-Person Preparation

• Requires appointment at offices such as Jose’s Tax Service, Jackson Hewitt, H&R Block, and Liberty Tax Service.
• Face-to-face consultation supports complex returns and personalized service.

Drop-Off Services

• Submit documentation at certified drop-off locations.
• File on your schedule; receive follow-up from a tax professional.

Online and Virtual Filing

• Use recognized platforms for secure digital submission.
• Some offices, including Jose’s Tax Service, provide remote document uploads and consultations.

Select the approach best aligned with your needs and schedule. For personalized attention, request an appointment with a local New Haven tax expert (Jose’s Tax Service).

6. Understand Fees, Refund Advance Loans, and Payment Options!

• Preparation fees vary by provider and return complexity. Request a written estimate upfront.
• Refund Advance Loans (RALs): Offered by selected providers; up to $3,500 in advance if approved, subject to eligibility and possible service costs.
• Payment: Acceptable via cash, check, money order, and electronic methods.

Confirm terms before you commit. High fees or surprise charges can erode your refund.

7. Double-Check Documentation for Dependents and Credits!

• Provide accurate Social Security numbers for all dependents.
• Collect childcare provider receipts, educational expenses, health insurance forms (Form 1095-A, 1095-B, or 1095-C), and last year’s return.
• Ensure all supporting documents for credits (like Earned Income Tax Credit, Child Tax Credit) are present and accurate.

Errors or missing data may trigger audits or delay credits.

8. Beware of Scams, Frivolous Preparers, and Data Security Risks!

• Use only established tax professionals with verifiable PTIN (Preparer Tax Identification Number).
• Avoid those promising “guaranteed” refunds, inflated deductions, or rapid refunds for unlawful fees.
• Maintain digital security when emailing or uploading documents (verify encryption and provider credentials).
• 

Report suspicious solicitations to the IRS and Connecticut Department of Revenue Services.

9. Stay Informed on Local and Federal Tax Law Changes!

• 2026 tax updates may affect credits, standard deduction, and filing requirements.
• Review IRS publications and official State of Connecticut tax bulletins for all changes impacting your return.
• Consult with professionals, like those at Jose’s Tax Service, who receive annual training on current laws.

A proactive approach avoids missed deductions or non-compliance.

10. Demand Personalized Attention and After-Filing Support!

• Quality providers track your refund, offer audit response support, and assist with IRS communications, even after filing.
• Jose’s Tax Service keeps detailed records securely archived for future reference and offers in-person and virtual support post-filing.
• Ask about document retention policies and follow-up options.

Ongoing support is crucial, especially if the IRS or DRS requests additional information.

Checklist: Prepare to File with Confidence!

• Gather all personal, income, and deduction documents.
• Confirm appointment with a preparer, or prepare for drop-off/online submission.
• Prepare questions about deductions, credits, and new law changes.
• Verify provider credentials and security measures.
• Review and sign all filing documents before electronic or paper submission.
• Store copies of all submissions, acknowledgements, and receipts.

Still Have Questions?

For official IRS tools, refer to www.irs.gov and the Connecticut Department of Revenue Services. For local, personalized care , visit Jose’s Tax Service for expert guidance, tailored service, and peace of mind.

Deadline reminders and official document references are subject to change by the IRS or state authorities. Always consult with accredited professionals for your unique filing circumstances.