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For All of Your Accounting Needs

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FAQs

The Answers You Need

How long should I keep my tax records for?

The IRS recommends keeping records for 3 years from the date you filed your original return or 2 years from the date you paid the tax, whichever is later. However, you must keep records for 7 years if you file a claim for a loss from worthless securities or bad debt deduction.

What documents do I have to collect for my income taxes?

  1. Personal Information.

  2. Forms of Income and Investment Information.

  3. Self-Employment and Business Records (If it is applicable).

  4. Medical Expense Receipts and Records.

  5. Charitable Donations.

  6. IRS forms.

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How do I know where to start to be organized in my business?

We completely understand your stress. We will guide you towards the reorganization of your business.

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