Wiseman Tax & Bookkeeping

The ensure you're ready for an audit, tax returns should be kept indefinitely and supporting documents should be kept a minimum of three years.

Toss This. Not That. 2025 Edition - Your guide to post tax-filing record retention After filing your tax return, do not close the book on your taxes until you have set up next year's files, purged unneeded old records, and prepared your records in case of an audit. Here are some tips.

Social Security planning starts at an early age. Here is what you should be doing now!

Social Security Planning Starts Now for EVERYONE - Plus: Trump Account ALERT! Too many think to pay attention to Social Security only when they near retirement. Do this at your own risk! Even those in their 20s should be taking action. Here are some tips.

Reminder: Second quarter estimated taxes are due Monday, June 15th.

Reminder: Second Quarter Estimated Taxes Are Due - Now is the time to make your estimated tax payment If you have not already done so, please plan to make your second quarter estimated tax payment. The due date is Monday, June 15th.

There's still time to lower your tax obligation. Here are five great ideas to consider.

Lower This Year's Tax Obligation - Action to take now! Now is a great time to assess your current tax situation and address any lingering tax questions that may improve your tax picture this year. Here are five things to consider.