top of page

COMMON QUESTIONS FROM CLIENTS

HOW LONG SHOULD I KEEP MY TAX RECORDS?

Period of Limitations that apply to income tax returns

  1. Keep records for 3 years if situations (4), (5), and (6) below do not apply to you.

  2. Keep records for 3 years from the date you filed your original return or 2 years from the date you paid the tax, whichever is later, if you file a claim for credit or refund after you file your return.

  3. Keep records for 7 years if you file a claim for a loss from worthless securities or bad debt deduction.

  4. Keep records for 6 years if you do not report income that you should report, and it is more than 25% of the gross income shown on your return.

  5. Keep records indefinitely if you do not file a return.

  6. Keep records indefinitely if you file a fraudulent return.

  7. Keep employment tax records for at least 4 years after the date that the tax becomes due or is paid, whichever is later.

​

How Much does it cost for accounting services?

Prices depend on our clients needs and the amount of work to be done. Please free to ask one of our accountants and we will be willing to listen and work with you. Thank you!

HOW DO I KNOW IF WWW.MMTAXFINANCIAL.COM IS RIGHT FOR MY NEEDS?

At MM Acounting & Tax Services, we believe in providing accounting services that you can trust. The happiness and satisfaction of our clients is our number one priority. Our team of accountants is committed to performing their services with integrity, excellence, and professionalism. This philosophy underlines our approach to serving each and every one of our valued clients.

 Do you offer pickup and dropoff services?

Yes, we know our clients are busy and we provide pick and drop off services. 

Contact us:

Phone: 717-723-7551

Email: mmacctax@gmail.com 

we are here to help.

bottom of page