CPA

What to keep for tax records - IRS recommends keeping documents and forms for 3 years past filing date. However, documents you want to keep longer are real estate sales or purchases, investment purchases where the cost basis is not reported (e.g. brokerage accounts), Schedule E for each year you owned rental property, 5498 IRA annual summary forms showing contributions, especially if self employed... CPA and Registered Investment Advisor in Oro Valley AZ. Income tax preparation, fee only investment advisory services. Tax Planning.

Primary location: Oro Valley United States