Frequently Asked Questions

When are tax due date?

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How Do I track my refund?

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How long do I keep my records?

TAXES - Record Retention Guidelines 

When deciding upon a firm’s record retention procedures, it would be wise to consult federal and IRS regulations and state and local government record retention requirements. The IRS generally must assess additional tax within 3 years after the due date on a return. (So, keep records for 3 years.) A period of 6 years applies if the taxpayer omits items of gross income that in total exceeds 25 percent of gross income reported on the return. (Therefore, keep records for 6 years.) If a fraudulent return is filed or no return is filed, there is no limit to the period the tax can be assessed. (So, retain records permanently.)*

*See “How Long Should I Keep Records?” at 
http://www.irs.gov/Businesses/Small-Businesses-&-Self-Employed/How-long-should-I-keep-records

Record retention policies are generally based on two questions:

1. What must I keep?

2. How long do I have to keep it?

The suggested retention periods listed below have no legal authority and are simply guidelines for use in dictating your firm’s record retention needs. In certain situations, it might be appropriate to keep records for longer periods than legally required.   

List Item Title

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List Item Title

This is your item description. Use this space to add a description of the services, products, team members or any other items you want to highlight on your site. Have a lot to say? Easily turn any item into a full page by clicking ‘Create a page from this item’ in the edit panel.

List Item Title

This is your item description. Use this space to add a description of the services, products, team members or any other items you want to highlight on your site. Have a lot to say? Easily turn any item into a full page by clicking ‘Create a page from this item’ in the edit panel.