FAQ

Frequently Asked Questions

The Answers You Need


  • How long should I keep my tax records for?

    The answer to this question depends on the type of tax record and circumstances, and requires additional information to provide a thorough answer. For instance, certain creditors and even some insurance companies may require you to keep records longer than the IRS does.


    In most cases, you should plan on keeping personal tax returns along with any supporting documents for a period of at least three years following the date you filed or the due date of your tax return, whichever is later.

  • I received a tax notice, what should I do?

    Call or email Ratliff Bookkeeping & Tax Service as soon as you have received the notice, then send us a copy.  Ignoring initial letters can subject you to more aggressive collection efforts by the agencies.  Reminder - valid notices will be sent by mail, be suspicious of anyone calling indicating you have unpaid tax debts.

We strive for personal relationships where you have a partnered resource to help your business succeed throughout the year. We want to be available to assist you with issues that arise in the management of your business both inside and outside of tax season. If there is an issue we cannot help you with, chances are we know someone in our network who can.

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