Record-Keeping Questions?

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With our upcoming SHRED & POPSICKLE DAY (April 29th – see announcement) 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

IRS Topic 305 – Recordkeeping (link)



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