With our upcoming SHRED PARTY (a date will be announced shortly) planned for after tax season, I'm sure the question will come up "how long should I keep my records for?"  Well, the IRS, as well as others have opinions on that, so we have compiled a few links and documents for you to read on how long you should keep records.  You are welcome to print these out as you go through your documents.  If you have any questions, don't hesitate to call us though.  So, start going through your boxes, because we have a SHRED PARTY coming up in a few months! 

 

2016 Tax Guide for Individuals 1 Page Retention Guide for Individuals

 

 

 

 

 

 

 

 


IRS Topic 305 - Recordkeeping (link)

 

WHAT IS A SHRED PARTY???

We are hiring a licensed, bonded and insured, local mobile shredding company to bring a truck to our location, where you will be able to securly drop off any boxes of confidential documents that you and your family are in need of having shred and disposed of.  WE are paying all the costs.  Identity theft is very high right now so we want to make sure we are protecting you and your family.  We hope to make this an annual event for our clients and family members.