Client Information and Forms
The following information and forms are provided for our clients' benefit:
Record Retention: Access www.irs.gov, in the "Search" field enter "Pub 552", and you will be directed to the most current form. Pages 6 and 7 of this form give the relevant information on record retention. You can also obtain information on this website concerning the status of your Individual Income Tax Refund. Simply click the "Where's my Refund?" area and follow the prompts. You will need to have your filing status, social security number, and expected refund amount handy.