When:     April 24th, 10am – 12pm

Where:    Windermere Parking Lot

               4526 California Ave SW

               (Entrance on 42nd)
What:      Safe document shredding
It’s that time of year again…Tax Time!
 

One of the questions that seems to come to mind every year is what documents and receipts we need to keep, and for how long?  Then, when it’s finally time to purge, there is concern about identity theft and proper disposal.  It’s enough to make us throw everything in a box and bury it in the backyard!

After giving it a little thought we decided to team up with other agents in our office to put on an event to help our clients safely dispose of their unwanted documents. You are invited to join us April 24th from 10am -12pm.  Bring all those boxes of old statements and receipts.  We will have an industrial shredder set-up and plenty of space for everyone’s stuff to go safely and securely to the recycling plant as confetti!

In preparation for the event, here’s what the IRS has to say about what you should keep and in what format you should keep it.  And we found a good chart  of this information at Bankrate.com.   As always, we recommend you consult your accountant to verify what you can safely dispose of.

We look forward to seeing you at the Windermere Spring Clean!
 
Warm Regards,

Domenica
Windermere Real Estate