Record Retention Guide

Understand IRS-required retention periods for individual, business, and legal documents.

How Long Should You Keep Your Financial & Tax Records?

Maintaining proper records is essential for tax compliance, audits, financial planning, and long-term documentation. This guide helps individuals and businesses understand how long specific documents should be retained and why keeping them organized matters.

At Zahabi Tax & Wealth, we help you stay compliant by ensuring your records align with IRS guidelines and best financial practices.

Need Help Setting Up a Record-Keeping System?

Our team can help you create a personalized retention plan for tax, business, and financial documentation, ensuring you never lose essential records again.