About Mansfield

About Mansfield


Consumer Advice Series - Tax Document Retention

February 11, 2022

Today we talk with tax manager Adam Coen about tax document retention.

• How long should I keep copies of my tax returns?

• How long should I keep the documents I used to prepare my taxes?

• What kinds of records should I keep and how?

• Is keeping PDF copies effective?


Adam Coen

Jack Loteryman CPA, PC

Arlington, Texas

www.JackLoterymanCPA.com


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