7 Ways to Get the Biggest Refund This Tax Season—Without Stress

Tax season doesn’t have to feel overwhelming.

Whether you’re filing for the first time or you’ve been doing your return for years, the goal is usually the same: get the maximum refund you’re entitled to — and avoid IRS problems.

Here are 7 smart strategies individual taxpayers can use to boost their refund and make filing easier this year:

1. Get All Your Tax Documents in One Place

Missing a single form — like a 1099, W-2, or mortgage form — can delay your refund. Create a folder (physical or digital) and label it “2025 Taxes. "Add documents as they arrive. It’s simple and it keeps you ahead of the curve.

2. Don’t Miss Refund-Boosting Credits

Some of the most common credits people skip include:

• Earned Income Tax Credit (EITC)

• Child Tax Credit

• American Opportunity Credit (AOTC) — for college students

• Saver’s Credit — for retirement contributions

• Energy-Efficiency Home Credits

These credits directly reduce your tax, and many are refundable (meaning you get money back even if you owe nothing).

3. Bring Receipts—Literally

If you qualify for deductions (childcare, medical bills, educator expenses, charitable donations), you’ll want to have your receipts ready. No receipts = no deduction = possibly a smaller refund.

You don’t need to organize them perfectly — your tax preparer can help — but save them!

4. Consider Filing Early

The earlier you file:

• The faster your refund arrives

• The less likely someone can use your information for identity theft

• The more time you have to correct issues

Early filing = early refund. Simple.

5. Check Your Withholding

If you owed last year or got a tiny refund, your job may not be withholding the right amount.

A tax professional can help adjust this so you don’t get hit at the end of the year.

6. Claim Your Dependents Correctly

A common refund-killer is claiming dependents incorrectly. This

includes:

• Children

• Students

• Relatives you financially support

Your tax pro can help determine who qualifies before you file.

7. Work With a Professional Who Knows the IRS

Mistakes slow refunds down — and IRS letters cause stress.

A tax pro ensures:

• Your return is accurate

• You claim everything you qualify for

• You get your refund as fast as possible

• You’re protected if the IRS contacts you

Ready for a stress-free filing experience?

CoreLogix Consulting offers:

✔️ Rapid Refund Advance✔️ E-File for Fast Refunds✔️ Virtual Appointments Available✔️ IRS Representation by Authorized Tax Professionals

Book your tax appointment today at CoreLogixConsulting.com.