What Tax Records Should You Keep?

As a general rule, the IRS recommends keeping copies of tax returns and supporting documents for at least three years. Some documents should be kept up to seven years in case a taxpayer needs to file an amended return or if questions arise including tax documentation...

Tip Tuesday: Finding a Lost Document

Sometimes working on a computer can be the worst. Like when you’re writing up some important documents and suddenly my computer freezes or a power outage occurs (this was very common where I went to college). Needless to say, I’ve gotten into a good habit...

Be Prepared To Validate Identity When Calling IRS

IR 2017-32 IRS has issued some tips regarding taxpayer phone calls to IRS, including what information callers need to be able to provide to IRS call center assistors to validate their identity. Noting that mid-February marks the agency’s busiest time of the year...
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