Kenneth J Watter CPA PA

Kenneth J. Watter, CPA, CFP has written several helpful documents for his clients over the years. Here are a few for your convenience. Please contact us for your specific needs. The receipt must state the following: A description (including amounts) of the contribution. If the charity gave you any benefit (goods or services) in exchange for the. Over the years, a number of clients have asked how long they should retain their tax records.

Here are some guidelines you can use: Keep your tax returns indefinitely. There may be some information on these returns that could be needed in the future, i.e. the basis of your home, . Kenneth J. Watter, CPA, CFP has been practicing in the tax and business world for over 35 years!