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Spring Cleaning: Your Tax Records— Keep or Not?

Posted by Jennifer C. Plail CPA

Mar 19, 2015 4:30:00 PM

The sun is trying to stream though my windows, exposing the reality of their needing a wash. With temperatures dancing around 40 and that extra hour of daylight fueling my energy level, I am eager to begin spring cleaning. Even before the crocus peek through the snow piles, this time of year feels like another chance for a fresh start, purging the dirt and clutter that has amassed these past months. Not only do closets and basements beckon, burgeoning file cabinets call. Couple this with the looming tax deadlines, and there’s a good chance you are faced with residual piles of papers, receipts, statements and records.

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Topics: tax planning,, irs announcements, records retention,, record keeping, records documentation, irs audit, tax advisory group

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