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Stephanie Ritchie, CPA
Senior Manager, Accounting and Assurance Services

You may feel like celebrating after you file your tax return, but resist the temptation to make confetti from the supporting documents. It's essential that you save all of the paperwork that can protect you during an IRS audit or help you file an amended return for a refund.

So, which documents should you keep and for how long?

Click Full Article for an overview of the federal record retention requirements for your tax return.

History/Notes:

The subject matter contained in this newsletter is often complex, with nuances that cannot be fully described in a single article or announcement. It is therefore vital that you consult with us -- and your legal and investment advisors, as appropriate -- before implementing ideas contained in the newsletter. Bader Martin, PS is not responsible for misinterpretations, errors, or omissions related to the content of this newsletter. Nor are we responsible for its applicability to your personal, business, or tax situation.