Tip of the Month – Save Important Documents

Save important documents.

Tax season is the perfect time to start sifting through your files and getting everything in order, and is a great opportunity to organize them. With so many different documents we have for all the things in our life, it can be confusing to know what to keep and for how long.

https://www.consumerreports.org/taxes/how-long-to-keep-tax-documents/ provides general guidelines on managing important documents.

Contact your Legal Resources Plan Attorney if you have additional questions on what documents you should keep or if you get audited and need to produce records for your taxes.

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