Client Resources

Valuable resources for our valuable clients.

Maintaining Tax Records


The IRS says you must keep your records for as long as they may be needed for the administration of any provision of the Internal Revenue Code, which means you must keep records of items shown on your return until the statute of limitations for that return expires. Checkout this handout for more detailed information.


Bags are for groceries - not tax receipts!

a choice nugget from our founder, Lee Roehl