Summer time, time to stay cool and maybe do some de-cluttering inside. 

What to keep for tax records - IRS recommends keeping documents and forms for 3 years past filing date.  However, documents you want to keep longer are real estate sales or purchases, investment purchases where the cost basis is not reported (e.g. brokerage accounts), Schedule E for each year you owned rental property, 5498 IRA annual summary forms showing contributions, especially if self employed.

Many locales and businesses sponsor shred events where you can bring your documents to be securely shredded to minimize identity theft risk.

Hopefully, the end result is less "stuff" in your home, an item off your to-do list and all without breaking a sweat!


Asset Management

Managing your investments to meet your goals


Tax preparation

Tax preparation for individuals, small businesses and non profits - all states

At this time I am not accepting new clients for tax preparation.