🗂️ When Can I Get Rid of My Old Tax Returns & Documents⌛🚮?

We have been getting this question a lot recently, and since many of my blog post ideas come directly from conversations with our clients, I’m using that inspiration again for this week’s topic. 😊 It’s springtime 🌷🧹 — which means many people are cleaning out closets, garages, basements, and of course… those overflowing file cabinets filled with old tax returns and paperwork. But before you start shredding everything in sight……  Read more

April 18th 2025 & Tax Season 2025 is in Our Rear View Mirror; Let the Planning Begin!!!

Our bags are packed 💼🧳and once again I am heading out to Snowbird Utah✈️🏔️🚠⛷️😎, but I wanted to send out a quick reminder… It’s spring and with spring comes spring cleaning and tax planning season.  Whether you have filed your 2024 tax returns or are on extension for this and possibly prior years here is a list important tax documents and what to do with them: Save a hard copy…  Read more

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