Video Tips: Watch This Before Trashing Old Tax Records

Have you ever wondered when it's safe to discard your tax records? While most can go after the three-year statute of limitations, some documents need to stick around longer. Records related to your home, improvements, or investments must be retained until after the asset's sale, plus the required period. And remember, when dealing with sensitive documents like those containing your Social Security number or birth date, shredding and safe disposal are crucial to protect you and your family. Watch this video for more details.

Share this article...

Want tax & accounting tips and insights?

Sign up for our newsletter.

I confirm this is a service inquiry and not an advertising message or solicitation. By clicking “Submit”, I acknowledge and agree to the creation of an account and to the and .

Disclaimers on Mobile Data

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

© 2021 - 2025 In & Out Accounting and Business Services LLC DBA MC Accounting & Tax Services || MCAT of Nassau LLC DBA MC Accounting & Tax Services || MC Accounting & Tax Services aka MCAT aka MCAT LLC - All rights reserved.

Welcome To MC Accounting & Tax Services How To Get Started
Services we offer
Please fill out the form and our team will get back to you shortly The form was sent successfully