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Tax Services

Partnerships (1065)

Limited Liability Companies (1065, Sched C)

Corporations (1120, 1120S)

Amended returns (1040X, 1120X)

Tax Planning for Businesses and Individuals

How long should I keep records?

Bank Statements - 7 years

Paystubs - 1 year to match up to W-2

IRA Contributions - Permanently

Credit Card Statements - 7 years if tax related otherwise 45 days

Stocks and Bonds Records - 6 years after selling

Property Records - 6 years after selling

Refund Status:

If you have filed an individual tax return you can check your refund status on the IRS website

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