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Tax record retention guidelines for individuals

Tax record retention guidelines for individuals

by Capocore Professonal Advisors | Apr 24, 2018 | Individual Tax Brief

What 2017 tax records can you toss once you’ve filed your 2017 return? The answer is simple: none. You need to hold on to all of your 2017 tax records for now. But it’s the perfect time to go through old tax records and see what you can discard. The 3-year and 6-year...
Tax document retention guidelines for small businesses

Tax document retention guidelines for small businesses

by Capocore Professonal Advisors | Apr 23, 2018 | Small Business Tax

You may have breathed a sigh of relief after filing your 2017 income tax return (or requesting an extension). But if your office is strewn with reams of paper consisting of years’ worth of tax returns, receipts, canceled checks and other financial records (or your...
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Capocore Professional Advisors - 46 W. Shadbolt Ste A Lake Orion, Michigan 48362