Three years. In almost all cases, you can shred or throw away any documents such as W-2s, 1099s or other forms or receipts three years after you file your tax return. The IRS recommends keeping returns and other tax documents for three years (or two years from when you paid the tax, whichever is later.)

Along with the scope of work, there is also a difference between their professional status. Bookkeepers record every company transaction that involves money, accountants provide a more in-depth analysis of the financial transactions, and CPAs are state-approved accountants.

Please contact your tax professional directly. They will send you a secure data information (mobile friendly) link to fill out and upload pictures of your documents for tax prep services.

Yes. Allow 3 days to prep and we will call you to sign your documents and complete payment then.