Entries by Lesa Grillo

Tax Document Retention Guidelines: To Save Or Shred?

*Updated 5/1/2019 While it’s a good idea to save certain tax documents once your tax returns have been filed, if your filing cabinet is overflowing with years’ worth of tax returns, receipts, canceled checks, bank and brokerage statements, and other financial records, there are certain items you can likely safely destroy. The following tax document […]