A Guide to Safekeeping and Managing Paper Records

Below is a list of what you need to keep, where we recommend you keep it, and when you can discard it. Keeping these records stored safely, where you and others can find them, can save you time and greatly increases the likelihood that they will not get lost.

Individual Document Retention: Click for PDF.

Business Document Retention: Click for PDF.


Security Awareness and Identity Theft

Identity Theft has become a main topic of discussion in today’s world. People should be much more aware of their digital surroundings. Below are some suggestions that the Internal Revenue Service has made available to individuals, businesses and tax professionals in case someone has had a security breach.

Identity Theft Information for Taxpayers: Click for PDF.

Security Awareness for Identity Theft: Click for PDF.