Stay organized and get ahead of tax season with one simple tool.

Make Filing Easier This Year—Grab Your Free Tax Readiness Guide

A step-by-step list of the documents you need to file your federal and Massachusetts return, avoid delays, and get the fastest refund possible.

What’s Inside Your Free Tax Readiness Guide

✔ Everything you need for both federal and Massachusetts tax filing

✔ All key income forms to watch for (W-2s, 1099s, gig work, retirement, Social Security, unemployment, rental, etc.)

✔ MA-specific documents most people forget (M-1099-HC, rent deduction, commuter/MBTA costs, PFML, MA lottery, and more)

✔ A dedicated section for self-employed and gig workers so your side hustle income and expenses are organized

✔ A quick overview of credits and deductions that may apply to you (federal + MA)

✔ A clean, track-as-you-go checklist so nothing gets missed and you’re fully ready to file

Why Massachusetts Taxpayers Love This Checklist

✔ Tailored specifically for MA residents
✔ Updated for the 2025 filing season
✔ Created by a Boston tax professional with 20+ years of experience

Meet Your Preparer

I’m Kristine Ware, a Boston-based tax professional with over 20 years of experience helping Massachusetts residents file confidently, avoid costly mistakes, and stay ahead of IRS and DOR changes.
This checklist was created to make tax season simpler, faster, and stress-free for you and your family.

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