Get Organized!
Get your financial documents organized today by
following these easy steps:
Retain all of your financial documents
- 2 years federal tax returns
- 2 years corporate returns ( Applicable if you
own a corporation )
- 2 years K1 ( Applicable if you own a
corporation )
- 2 years W2's
- 1 month of current year to date pay stubs
- 3 months bank statements ( all asset accounts
i.e. checking, savings, pension, 401 k, IRA,
stock, trust
