Tax Documents: Which Ones and How Long?

The number one question that accountants and financial professionals get asked is: Do I have to keep these receipts? (These contracts? These W-2s? These 1099s? etc.?) The CPAs of Amore and Beatman will answer all these questions and more in an informal presentation and Q and A session. Anthony Beatman is a certified public accountant, small business owner, and Adjunct Professor of Accounting at Central CT State University. John Amore, CPA, has been in business for over 45 years, servicing thousands of individual tax filers and small businesses over the years.

Please register here for this event.  Or call 203.488.1441 ext. 318

In our ever more complicated lives, we find ourselves inundated with personal papers: taxes, bills, receipts, finances, insurances, agreements. All of it feels important, and we are overwhelmed with papers that we can easily lose track of. Many of us are confused about what to keep, and what to discard.  Staff at libraries everywhere get these questions every day.  As part of their mission to provide needed and factual information to members of the public, the James Blackstone Memorial Library will offer a series of information sessions by local financial and legal professionals on these and other topics, culminating in an opportunity to bring documents to the library for secure shredding at very reasonable costs.

ProShred, a local secure shredding company based in Wallingford, CT, will be on the grounds of the Blackstone Library on Saturday, June 22, 2019 from 9am to noon. Members of the public are invited to bring boxes of documents to the library, where they can observe them being shredded. Coupons may be purchased in advance at the library, from board members, or on site the day of the event. Coupons will be available for two boxes for $10, or four boxes for $20. Single boxes are $7.00. If purchased on site the morning of the event, the first box will be $7.00; additional boxes will $5.00. Boxes that are approximately the size of copy-paper boxes or smaller will be considered one box; larger boxes and full trash bags will be considered two boxes.