Say goodbye to 2014 for good - taxes are filed, with copies and back up documentation neatly filed away.....or is it? If you took advantage of the "Tax Terror" special be sure to schedule your wrap up session to get those papers filed! If you didn't participate in the "Tax Terror" Special all is not lost - you can purchase an ala carte paperwork clean up session.
One of the most frequent questions I hear is, "What papers do I need to keep?" To save you time with your new filing system (you did put one together after last week's blog, right?) I've developed a downloadable "How Long Do I Need This" paperwork guideline just for you! Get your copy HERE. It's helpful to keep the guidelines near your filing system. Some clients have chosen to laminate their copy (a relatively inexpensive option).
As always, if you have specific questions about the necessity of keeping certain papers please check with your accountant and/or legal counsel.
Happy filing!
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