Another tax season in the bag! Now what do you do with the old papers? Enter Shred Day.
The IRS can audit the last three years, but can go back further. They recommend 7 years from a very conservative standpoint.
Other than tax documents, we know you have paper to throw away and we can save you from sitting all day at a shredder. On April 22, we will have our Shred Pile for your use. In case you can’t make that day, we have the Shred box available always but let us know if you have more than three boxes of materiel.
If you want us to see if your investments are causing excess taxable income, let’s discuss.