- How long do I keep tax returns and related documents (receipts, etc.)?
For non-California residents: If they are five years or older, you may shred your returns and related documents.
For California residents: You should keep your tax returns FOREVER because California doesn’t believe in a statute of limitations. You may shred your related documents after 5 years.
The Jeff Warren difference: I will keep confident and store every tax return and important document for you in a secure server.
- My 19 year-old is in college and living on campus. May I claim him/her on my taxes?
Yes, as long as the student is full-time for at least 5 months in one year and the parents are still supporting him/her.
The Jeff Warren difference: I can help you figure out the tax implication well before your child applies for college. Call me.
- How can I plan better for my retirement?
I offer free tax planning and future tax consultations for my current clients. This is ideal if you intend to sell your home or business, if you’re welcoming a new baby or expecting a life-changing event that will affect your taxes.
The Jeff Warren difference: Many EAs or CPAs don’t offer advanced planning for free. I want to get you prepared for success so that there are no surprises down the line.
- Will you represent me in an audit, even if you didn’t do my taxes?
The Jeff Warren difference: Most EAs only act for their own clients. I’m happy to work with any one who needs audit representation and I can do so in all 50 states.
- What’s the best way to manage my bookkeeping records?
There are a number of systems you can use. It depends on the size and scope of your business, as well as your computer literacy.
The Jeff Warren difference: Contact me so I can help you find a customized solution that’s right for you and your business.
Have other questions? Feel free to call me at 808-329-8066.