SmartTax Tips for a Bigger Refund

Here are some helpful tax tips to maximize your refund and stay compliant.

• Keep all your documents organized. W-2s, 1099s, receipts, crypto statements, bank forms, etc.


• Claim all eligible deductions. Student loans, childcare, self-employed expenses, mileage, and more.


• Use direct deposit. It gets your refund back to you faster and more securely.


• Report all income. This prevents audits and ensures smooth filing.


• File early when possible. Avoids IRS delays and helps prevent identity theft.


• If life changed this year, update your return. New job, baby, marriage, business, etc.—these impact your refund.


• Let a professional handle it. You get more money back and avoid mistakes.