07/13/2026
You’re probably holding onto documents that you don’t need, while also throwing out documents that you might need later. 📄📑
So how long should you keep tax documents?
The general rule is a minimum of 3 years from filing; however, 6 years from filing is a good safe harbor.
There are exceptions, like tax returns, W2’s, and asset documents.
🔗 Learn more: https://www.wissingercpa.com/post/how-long-should-you-keep-tax-documents
🔗 Visit: www.wissingercpa.com
📧 Email: [email protected]
📲 Text/Call: (302) 531-7952
Email, text, or call me to discuss how I can help with any of your business and personal accounting & tax needs! 😊