Tax season creates one of the biggest financial decision windows of the year. Refund expectations, payment behaviors, and shifting priorities all influence how consumers spend, save, and engage with brands.

In 2025 Tax Season By the Numbers: Consumer Behavior and Preferences, we examine what is driving consumer decisions during tax season, from refund expectations to payment methods and financial priorities. Our research connects behavioral insights to real-world actions, helping brands identify opportunity segments and refine targeting strategies during this critical window.  

Download the full report to access data-driven tax season insights today.