IRS Filing Season Trends Every Tax Preparer Should Know

Every year, the IRS releases weekly filing season statistics that provide valuable insight into how Americans are filing their taxes.

For tax professionals, these trends can reveal important shifts in taxpayer behavior and the tax preparation industry.

The early numbers for the 2026 filing season reveal several trends that every tax preparer should understand.


Trend #1: Fewer Early Filings

Early IRS statistics show that slightly fewer tax returns have been filed compared to the same time last year.

Possible reasons include:

  • taxpayers waiting for tax documents
  • complex tax law changes
  • delays with brokerage and investment forms

This suggests that many returns may be filed later in the season.


Trend #2: E-Filing Continues to Dominate

Electronic filing remains the dominant method for submitting tax returns.

More than 90% of tax returns are now filed electronically.

Benefits of e-filing include:

  • faster processing
  • reduced errors
  • quicker refunds

For tax offices, e-filing improves efficiency and reduces administrative work.


Trend #3: DIY Tax Software Is Growing

Self-prepared tax returns continue to grow.

Many taxpayers now use online software platforms that promise fast and easy filing.

However, DIY software often struggles with complex situations such as:

  • business income
  • real estate investments
  • multi-state taxes
  • tax planning strategies

This is where professional tax preparers still provide significant value.


Trend #4: Larger Refunds This Year

Early IRS data indicates that refund amounts are higher compared to last year.

This may be due to:

  • new deductions
  • higher withholding
  • income changes

Larger refunds can improve client satisfaction during tax season.


Trend #5: The Rise of Tax Advisory Services

The tax preparation industry is evolving rapidly.

Successful tax professionals are expanding their services to include:

  • tax planning
  • entity structuring
  • bookkeeping
  • payroll services
  • business consulting

These services provide year-round revenue instead of seasonal income.


Final Thoughts

IRS filing season statistics are a valuable tool for understanding how the tax industry is evolving.

The key takeaways for tax professionals are:

  • filing patterns are shifting later in the season
  • e-filing continues to dominate
  • DIY software is increasing competition
  • advisory services are becoming more important

Tax professionals who adapt to these changes will be better positioned for long-term success.

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