05/29/2026
The question of how long to keep tax documents is a common one among taxpayers. While the urge to declutter and dispose of old paperwork may be strong, it's important to follow document retention guidelines to ensure compliance and
preparedness.
The general rule of thumb is to keep tax-related documents for at least three years from the date you filed your original tax return. This includes supporting documents such as W-2 forms, 1099 forms, receipts, bank statements, investment records, and any other documents relevant to your tax filings. Keeping these records for the recommended period helps in case of IRS inquiries, audits, or questions about your tax return.
Don't hesitate to ask questions and seek clarification on any tax-related queries to stay informed and make informed financial
decisions.โบ๏ธ
For appointments or tax inquiries, call or text 626-678-0068. Thank you, and we look forward to assisting you! ๐