Question: I am a very recent widower and will soon be moving into an assisted living facility. I am trying to dispose of our old paperwork. Most of the paperwork consists of house bills, personal tax ...

Your tax records and other important documents can be kept physically or electronically, as long as they're accessible to the IRS when needed. — Getty Images/ Lilly Roadstones You've probably heard ...

Paper, paper and still more paper! When can these documents be destroyed? We get questions about tax backup documentation from clients often. To assist you, we provide some ideas to carefully consider ...

Is your garage or attic cluttered with boxes of old utility bills, bank statements or pay stubs from your college restaurant job? Many of us err on the side of keeping everything, just in case we have ...

While diving into your piles and files to finish your tax return, you might as well get everything in order. What do you really need to keep and what can you shred? The truth is, there is no ...

An ongoing and frequent recent request is to assist clients with record retention guidelines and migrating from storing massive amounts of paper records to an electronic system. How to do this right ...

Question: My wife and I are in the process of downsizing our home. We desire to dispose of our old paperwork which mostly consists of house bills, personal tax returns, and records from an old small ...