Do you have a file cabinet overflowing with past years' tax returns? We can help!
As your trusted accountants, we understand the importance of keeping your financial records secure and organized. Tax returns should be kept indefinitely while you can dispose of any support documentation seven years after the return is filed.
During the summer of 2025, we are offering a service to scan and securely shred and dispose of your prior years' tax returns. Let us help you declutter while maintaining your privacy. Your tax returns will be scanned and saved to a flash drive that you can store at home. We recommend storing it in a fireproof safe or lockbox or your safety deposit box at your bank. Going forward, you can bring the flash drive in when your tax return is complete and we can save a copy of that year's return to your flash drive.
Please see the flyer below for more details. If you're interested or have questions, please reach out!
