Documents that represent our legal and organizational information we share with our clients each tax year. We prepare customized Engagement Letters:
We also provide individualized Tax Organizers.
General tax info for individuals
A directory to all our website functions, links, tools, client documentation, contact options and remote support capability.
Federal law requires you to maintain copies of your tax returns and supporting documents for 3 years.
This is called the "three-year law" and leads many people to believe they're safe provided they retain their documents for this period of time.
How Long is