What's Inside
A step‑by‑step list of all documents, forms, and financial records you need to gather to prepare for filing your taxes.
A summarized page of current tax rates, contribution limits, phase‑outs, and key dates that provides a fast reference for the 2025/2026 tax year.
A high‑level explainer of current tax brackets, standard deductions, important deadlines, and foundational tax rules to guide your planning throughout the year.
A quick set of five essential actions to double‑check before Tax Day to ensure you don’t miss deductions, contributions, or required documentation.
A comprehensive worksheet where you can document income, deductions, credits, contributions, and expenses to help calculate your taxable income for the year.
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
Your Partridge Financial Team
Rapid City Office
1136 Jackson Boulevard
Suite 2
Rapid City, SD 57702
Phone: 605-791-7278
Spearfish Office
146 W Hudson St
Spearfish, SD 57783
Phone: 605-642-8865