Author Archives: Sandra James

How Many Years Should You Keep Your Bank Statements?

Storing financial documents can become a burden for someone who isn’t properly organized. However, keeping financial documents is incredibly important, especially way after you’ve initially received them. Standard rules state that you should keep your financial documents for about 6 … Continue reading

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How many years of taxes do you have to keep for a business?

As the looming tax season approaches, many taxpayers scramble to find the answers pertinent to their unique employment, investment and business-related questions from qualified accountants. The question of how long to hold on to tax-related paperwork is one of the … Continue reading

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Deciding which mortgage lender is right for you

A mortgage is a credit facility that is used to buy a house. Many people opt to secure a house through a mortgage loan instead of renting. In this type of loan, the house is registered with the lender’s name. … Continue reading

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How can I get a copy of my W-2 from previous years?

Obtaining a W-2 form from past years is necessary for filing your taxes, especially if you are preparing for an audit or have been informed of possible tax refunds by an accountant. You might be asked to submit proof of … Continue reading

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Why does a mortgage company need a transcript of tax return?

When applying for a mortgage, the potential borrower is asked to submit several pieces of documentation to the lender. Documents that are typically required include recent tax returns, pay stubs, W-2 forms, statements from any bank and investment accounts and … Continue reading

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