Tax season can be stressful, but it doesn’t have to be a financial minefield. Whether you’re an individual taxpayer, small business owner, or self-employed professional, filing an accurate return is essential to avoid IRS penalties, delays, or missed refunds. As a trusted IRS certified enrolled agent in Sacramento, we’ve seen the most common errors time and again—and we’re here to help you avoid them.
Here are the 10 most frequent mistakes people make when filing their taxes, and how working with a certified tax preparer in Sacramento can keep you compliant and stress-free:
1. Math Errors
Misplacing a decimal or messing up simple addition can lead to major issues. This is one of the most common reasons the IRS flags returns. Using professional help or quality software minimizes this risk.
Tip: Tax & Books Pro offers accurate tax preparation for small businesses and individuals—no more calculator headaches.
2. Incorrect or Missing Personal Information
A mistyped Social Security number or an incorrect bank account detail can stall your refund or even trigger an IRS review. These seemingly small errors create big delays.
Solution: Double-check all personal info, or let a expert accountant in Sacramento handle it for peace of mind.
3. Filing Too Early
Filing before receiving all W-2s, 1099s, or deduction documentation often leads to underreporting income or missing out on credits. Wait until you’ve got everything.
Avoid surprises: Our individual tax filing service ensures nothing is missed before submission.
4. Incorrect Filing Status
Choosing the wrong filing status affects your standard deduction and eligibility for credits. This mistake can mean leaving money on the table—or paying too much.
Pro Tip: Our advisors help you determine the best filing status for your unique situation, especially if you’re navigating LLC tax preparation in Sacramento.
5. Failing to Sign and Date the Return
An unsigned return is invalid. If you’re filing jointly, both spouses must sign. Skipping this step means the IRS won’t process your return, causing delays.
We ensure everything is signed, sealed, and sent correctly—every time.
6. Missing Out on Credits and Deductions
From the Earned Income Tax Credit to home office deductions for freelancers, missing tax breaks means overpaying. Many small business owners in Sacramento overlook these savings.
Don’t guess—let us identify every deduction you’re eligible for with our tax planning and advisory services.
7. Inaccurate Income Reporting
Forgetting to report all income—including side gigs or freelance work—can lead to audits or IRS letters. Self-employed professionals especially need to track income carefully.
We specialize in tax service for small business and 1099 contractors—you won’t miss a dollar.
8. Incorrect Bank Account Numbers for Direct Deposit
Want that refund fast? Entering the wrong account or routing number can delay your money or send it to the wrong place.
With our help, your bank info is verified and secure.
9. Filing Past the Deadline
Filing late can lead to penalties and interest—especially if you owe taxes. Even if you can’t pay, it’s better to file and set up a payment plan.
We help you stay compliant with timely individual and business tax filing in Sacramento.
10. Forgetting to Pay Estimated Taxes (Self-Employed & Freelancers)
If you’re self-employed and not paying quarterly estimated taxes, you could be hit with underpayment penalties. Many gig workers, creatives, and consultants fall into this trap.
Let us help you manage your quarterly taxes through our tax service for self-employed professionals and payroll tax service in Sacramento.
Final Thoughts
Avoiding these common mistakes can make tax season smoother, reduce your liability, and even increase your refund. Whether you need bookkeeping and accounting service in Sacramento or expert business tax service in Sacramento, Tax & Books Pro is your trusted local partner.
We proudly serve all industries—from retail and healthcare to real estate investors and e-commerce entrepreneurs. Don’t leave your finances to chance—work with a IRS-certified tax preparer in Sacramento who understands your business and your goals.
