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Insights from the Fastlane

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Michael DiSabatino of Sharp CFO™ shares expert insights to help you unlock your business's full potential by delivering proven strategies for maximizing tax savings, streamlining operations, and driving sustainable growth.

The information provided on this site is for general informational purposes only and should not be construed as professional financial, tax, or legal advice. For advice tailored to your specific situation, we recommend consulting with a qualified professional.

Kick your record-keeping skills into high gear

With all the major tax changes, it's more important than ever to make sure you're keeping the right records for tax purposes. Here are some tips.

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I Need a Copy of My Tax Return...

I Need a Copy of My Tax Return...

R
etaining copies of your federal tax return is important. Not only will you need the return in case of audit, but the tax return is often used to secure student aid, obtain loans, purchase a home or business, plus much more. What can you do if you cannot find a copy of your tax return?

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ArrowProfessional Preparers - A professional preparer is required (in most States) to provide you with a copy of your tax return.  Our firm always provides printed copies, which can be archived.  Additionally, you may ask us for a PDF/digital copy of the return.

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