Tax season may not be anyone’s favorite time of year, but it doesn’t have to be overwhelming. With a little preparation and the right financial tools in place, you can navigate the weeks leading up to April 15 with confidence, clarity, and peace of mind.
Whether you're filing early or finishing up the last details, the checklist below will help you stay organized and make the most of this year’s tax season.
Start by collecting the forms you’ll need before you begin filing. These may include:
Keeping everything in a single folder (digital or physical) ensures you’re ready when it’s time to file.
A quick look at your previous return can help you:
This simple step often prevents common filing mistakes.
Tax laws shift from year to year, and even small changes can affect your refund.
Potential savings to explore:
If you made major financial changes last year — a home purchase, new job, or new dependents you may qualify for additional benefits.
If you're expecting a refund, direct deposit is the fastest, safest way to receive your funds.
By setting up direct deposit through your America’s Christian Credit Union account, you can receive funds up to two days earlier depending on employer and processing times.
Paper statements can be delayed, lost, or misplaced especially during tax season. eStatements give you:
They’re simple to enable and help streamline your entire financial life. Here's how to setup eStatements in your ACCU online banking account.
Once this tax season is behind you, now is the perfect time to prepare for the next:
Small habits now can mean a stress‑free filing experience next year.
A little planning goes a long way and we’re here to support you every step of the way. From direct deposit to digital tools that simplify your financial life, America’s Christian Credit Union provides the resources you need for a smooth, confident tax‑filing experience.