Tag: tax records


When Can You Purge Your Old Financial Records

Feeling the urge to purge? Before you clear your filing cabinets of old financial records, it’s important to make sure you won’t be caught empty-handed if an IRS auditor contacts you.

For Individuals

In general, you must keep records that support items … Read More »


Summer is a good time to start your 2017 tax planning and organize your tax records

You may be tempted to forget all about taxes during summertime, when “the livin’ is easy,” as the Gershwin song goes. But if you start your tax planning now, you may avoid an unpleasant tax surprise when you file next … Read More »

HOBERMAN & LESSER, LLP