Keep It or Purge It


I am a CPA, but I am not your CPA. This article is for informational purposes only and is not tax or legal advice, nor can be relied upon as such. The author is not liable for any losses related to actions or failure to act related to the content of this article. If you need specific tax advice consult with a CPA who specializes in your subject matter and taxing jurisdiction.


Does the paper mess at your house get the best of you? Are Christmas cards flowing in at your house; followed by tax documents after the New Year; and then mixed among all that is the regular mail and papers from school? If you’re like me it can feel like you’re buried in paper this time of year.


In today’s episode we are going to get that paper mess under control. I will be discussing the papers you need to keep and the ones you can go ahead and purge. In addition I will be explaining ways to safely store or purge your documents and how to implement a schedule so the paper mess stays under control.


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