Resource Center

Documents that represent our legal and organizational information we share with our clients each tax year. We prepare customized Engagement Letters:

  • 1040

  • 1041

  • 1065

  • 1120/1120S

We also provide individualized Tax Organizers.

Legal...

Tax Prep...

Client Docs

Tools

Valuable calculators:

  • Mortgages

  • Savings

  • Investments

  • Retirement

Great Planning

Tools...

Client Docs

Links

General tax info for individuals

and businesses:

  • Tax Deductions

  • Tax Refunds

  • SBA

  • Tax Credits

  • Identity Theft

  • Tax Forms

  • BBB

  • Business Entities

  • IRS Notices

Helpful Tax

Links...

Support

A directory to all our website functions, links, tools, client documentation, contact options and remote support capability.

How Can

We Help?

Retention

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

Long Enough?

TRACEY S. PETERS CPA, LLC

4833 Ellicott Woods Lane

Ellicott City, MD 21043

Phone: 410.418.9111

Fax: 410.313.9875

2020 Tracey S. Peters CPA, LLC

All Rights Reserved