Key IRS Tax Forms and Updates for Smooth Filing in 2025 The 2025 tax season is approaching, and with it comes a wave of IRS updates, revised tax forms, and evolving compliance requirements. For CPAs, EAs, and accounting firms across the U.S., staying ahead of these changes is critical, not only to ensure error-free filings but also to deliver proactive, high-value tax advisory and compliance services to clients.
At Unison Globus, we understand the unique challenges accounting professionals face during tax season. Whether you manage returns in-house or leverage outsourced tax support, being prepared with the latest insights, tools, and forms can make all the difference. In this blog, we’ll walk you through the key IRS changes, highlight essential tax forms, and offer practical tips to help you optimize your tax filing strategy for 2025. Plus, we’ll show you how Unison Globus can serve as your trusted partner for efficient, affordable tax preparation and support.
Key IRS Updates for the 2025 Filing Season The IRS has announced several noteworthy updates for the 2025 tax season, all thoughtfully designed to modernize tax administration, improve accuracy, and streamline the taxpayer experience. These changes reflect the agency’s continued
push toward digital transformation and proactive compliance management. From new electronic filing mandates to revised income thresholds and security enhancements, these updates will significantly impact how CPAs, EAs, and accounting firms manage returns, advise clients, and maintain compliance. Staying informed and adapting early is crucial to delivering efficient, accurate, and valuedriven tax services. Here are the top changes you should know:
1. Increased Digital Filing Requirements More tax forms now fall under the mandatory electronic filing umbrella. The IRS is continuing to expand digital transformation initiatives, so ensuring your systems and staff are equipped for online tax preparation services is critical.
2. Adjusted Income Thresholds and Deductions Expect revised income brackets, standard deductions, and contribution limits due to inflation adjustments. This will impact both tax planning and preparation strategies for individuals and businesses.
3. Updates to Key Schedules and Forms Several common forms have been redesigned or updated. Notable changes include:
Form 1040 and Schedules 1-3: Streamlined for clarity and ease of data entry.
Form 1099-K: Lower reporting thresholds remain, so gig workers and small businesses will see more 1099-K forms.
Form W-2: Enhanced digital issuance standards.
4. Do More with an IRS Online Account Encourage clients to create or access their IRS Online Account. It offers faster access to payment history, balance details, tax records, and personalized tax information—crucial for seamless tax planning and preparation.
5. Get an Identity Protection PIN (IP PIN) To protect against identity theft, taxpayers can request an IP PIN from the IRS. This six-digit number adds a layer of security and is highly recommended for individuals who have experienced data breaches or prior identity issues.
Many, Many Forms: Which Tax Form to Use? The IRS has a wide range of forms, and choosing the right one is essential for accurate tax compliance services. Here's a simplified guide to the most frequently used forms in 2025:
Form 1040 - Individual Income Tax Return
Form W-2 - Wage and Tax Statement
Form 1099 Series - Income for contractors, interest, dividends, and more
Schedule C - Profit or Loss from Business (Sole Proprietorship)
Schedule SE - Self-Employment Tax
Form 8867 - Paid Preparer's Due Diligence Checklist
Form 941 - Employer's Quarterly Federal Tax Return
Form 1120 / 1065 - Corporate and Partnership Returns
These forms are foundational for income tax preparation, tax advisory services, and tax audit support.
Common Tax Form Attachments Be mindful of additional documents often required to support returns:
Form 8962 - Premium Tax Credit
Form 2441 - Child and Dependent Care Expenses
Form 8889 - Health Savings Accounts (HSAs)
What’s in Your Mailbox? The IRS reminds taxpayers and tax professionals to keep an eye on physical and digital mailboxes. Important tax documents like:
W-2s,
1099s,
Notice CP01A (for IP PINs), and
IRS Letters
...are often sent early in the year. Missing one of these can delay tax filings or trigger IRS notices.
How to Prepare for a Smoother Tax Season Navigating tax season doesn’t have to be stressful. Here are a few tips to optimize your operations:
Update Your Software & Systems Ensure your tax software is up to date and IRS-compliant. Look for integrations that support affordable tax preparation and real-time updates.
Train Your Staff on New IRS Changes Internal teams should be familiar with form updates, threshold changes, and digital filing protocols.
Offer Early Tax Planning Consultations Tax planning and preparation are most effective when started early. Use Q4 to engage clients proactively.
Leverage Outsourced Expertise Partnering with a trusted outsourcing firm like Unison Globus helps reduce the inhouse workload while ensuring accuracy, efficiency, and compliance. From tax compliance services to online tax preparation services, our expert team supports every stage of the tax lifecycle.
Read also: Get Ready for Tax Season: Your Complete Preparation Checklist
Why Choose Unison Globus for Tax Season Support? As U.S.-based CPAs, EAs, and accounting firms navigate the demands of the 2025 tax season, having a strategic partner who can provide scalable, compliant, and cost-effective solutions is more valuable than ever. This is where Unison Globus steps in, with deep industry knowledge, IRS-aligned practices, and a commitment to supporting your success. Unison Globus offers a comprehensive suite of tax solutions that are tailored specifically for accounting professionals: • •
End-to-end Tax Filing Services Strategic Tax Advisory Services
• • •
Reliable Tax Audit Support Cost-effective Online Tax Preparation Services Seamless Tax Compliance Services
At Unison Globus, we stay on top of every IRS update, policy shift, and filing change, so you don’t have to. Our dedicated tax professionals work behind the scenes to ensure your clients’ filings are accurate, timely, and fully compliant, allowing you to focus on advisory roles and relationship-building.
Final Thoughts The 2025 tax season is already shaping up to be dynamic, with increased digital requirements, updated forms, and new security protocols. But with the right partner, this season can also be your most efficient and profitable yet. Unison Globus combines technology, talent, and proven tax expertise to help you reduce operational stress, control costs, and exceed client expectations. Whether you’re looking to scale operations, meet filing deadlines, or build strategic capacity, our tax solutions are designed to empower your firm every step of the way.
Ready to simplify your 2025 tax season? Let Unison Globus handle the heavy lifting so you can deliver more value to your clients.
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