Bank Deposit Slips – after you reconcile your statements
Bank Statements – keep for 1 yr or store w tax returns if used to prove deductions
Investment Stmts – save annual stmts until you sell the investment
1099s – keep with your tax records for 7 yrs
Life Ins Policies – Keep if policy is still in force
Social Security Stmts – shred old stmt when you receive new one
Tax Returns and related documents – shred after 7 years
Mary Sparks became a Four Corners Financial, LLC majority owner in January, 2020. She prepared taxes since she was 16 and has prepared taxes at Corners Financial from January 2012 to the present. She is a true “Money Wizard”.
Mary Sparks, Tax Accountant
Phone: 970-565-2066
Fax: 970-565-8332
fcfllc@mail.com
Four Corners Financial
1021 N Mildred Rd. Suite C
Cortez, CO 81321