Frequently Asked Questions

This page will be debuting in June 2022 after tax season ends!
The first FAQ topic will be the most popular question I'm asked: "How long do I keep my records and do I really need to keep this?"

In the meantime... if there's any questions you would like to see answered here, please click the link below.  I'll tackle them in the order they are received.  If the answer is general and short, I will post it on this page.  If more specific and longer, I will contact you and consider it for a future blog post.  That's a better place to answer "How can I pay less taxes?" since there's so many possibilities.

I'm looking forward to your questions.  See you in Summer 2022!