But people should also invest a little time to get a jump-start on the upcoming tax season.
There are still opportunities to lower tax bills, such as 401(k) contributions, tax-loss harvesting, charitable giving or Roth individual retirement account conversions.
However, filers should also take steps to prevent headaches amid the recent flurry of tax law changes, according to advisors from CNBC's 2021 FA 100 list.
Some taxpayers may opt for an Identity Protection PIN to prevent someone from filing a fraudulent return by Social Security number or Individual Taxpayer Identification Number.
"It's another way of protecting yourself from identity theft," said John Dahlin, director of tax at IFA Taxes, a division of Index Fund Advisors in Irvine, California, ranked No.
Roth, filers, John Dahlin
Social Security, IFA
Irvine , California