With all the major tax changes, it's more important than ever to make sure you're keeping the right records for tax purposes. Here are some tips.
I Need a Copy of My Tax Return...
Retaining copies of your federal tax return is important. Not only will you need the return in case of audit, but the tax return is often used to secure student aid, obtain loans, purchase a home or business, plus much more. What can you do if you cannot find a copy of your tax return?
Professional Preparers - A professional preparer is required (in most States) to provide you with a copy of your tax return. Our firm always provides printed copies, which can be archived. Additionally, you may ask us for a PDF/digital copy of the return.