2026 Tax Preparation Checklist
                     Your Ultimate 2026 
Tax Preparation 
Checklist
Presented by:
Saluja Associates CPA
https://salujaassociatescpa.com/
2026 Tax Preparation Checklist
Before you dive into complex deductions, 
you must secure the foundational 
documents. This section is non-
negotiable for an accurate and timely
 tax filing in Houston.
Phase 1: The Essential Documents 
Checklist (Personal & ID)
Phase 2: Maximizing Your Tax Deductions 
and Credits
Phase 3: The Small Business & Self-
Employed Checklist
Read in detail
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Final Review: 2026 Tax Preparation 
Before signing your tax returns, a final review 
ensures you haven’t missed a simple, yet high-
impact, opportunity.
• Check Your Credits: Did you claim the Earned 
Income Tax Credit (EITC), Child Tax Credit (CTC), 
or Premium Tax Credit if applicable?
• Verify Estimated Payments: Did you accurately 
record all federal and state estimated tax 
payments made throughout the year?
• Review Carry-Forwards: Consult your prior-year 
return to ensure you haven’t forgotten to carry 
forward any losses or credits.
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Next Steps: Partner with a Houston 
CPA Firm
Navigating the federal tax code, compounded by 
complex deductions and state tax nuances, can be 
overwhelming. As a trusted Houston tax preparer, 
Saluja Associates specializes in comprehensive tax 
preparation and 
financial planning for local individuals and business
es
. 
Contact Saluja Associates CPA in Houston, TX, 
today for a free consultation to review your 
checklist and discuss personalized tax strategies.
https://salujaassociatescpa.com/
OUR SERVICES
Tax Preparation Bookkeeping Service
Services s
Payroll Management  Services IRS Representation Service
s
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OUR CONTACT
Saluja & Associates CPA,PLCC
CPA firm in Houston, Texas
832-848-5155 [email protected]
www.salujaassociatescpa.com 1400 Broadfield Blvd, Suite 200, Houston, TX 77084
https://salujaassociatescpa.com/