On behalf of our CPA Financial Advisors team, we would like to show our love this Valentine's day and offer you a wonderful free service. You're invited to our Valentine's Shred Day!

So come join the fun & hang out with us. We will also be providing a yummy lunch while we shred away!

For our current tax clients, this is a great time to bring in your 2022 tax documents for this upcoming tax season.

What is the the purpose of shredding?
Any documents with personal details on them can be used by someone to steal an identity.

What can you shred?
Any personal and confidential information that you no longer need, including tax returns and supporting documents that are older than 7 years (2015 and older).  If you purchased real property and have the escrow statements included with your tax documents, you should save them for future reference. Please use your discretion with other documents listed below, instead of discarding them, so that you can protect yourself against identity theft and fraud.

Documents that contain any of the following personal information should be shredded

• Telephone numbers
• Addresses
• Drivers License Numbers
• Social Security Numbers
• Passport Numbers
• Debit/Credit Card Numbers
• Bank Account Information
• Insurance Information
• Employment Information
• Brokerage Account Information
• Financial Statements
• Medical Records
• Receipts & Invoices
• Payroll Records
• Bank Statements
• Tax Records
• Personnel Files
• Cancelled/Voided Checks
• Obsolete Contracts
• Utility Bills