Question

Should I keep digital or paper tax records?

Answer

Digital records are acceptable and often preferred, provided they are securely stored and easily accessible. Many taxpayers maintain both formats for redundancy.

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We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.

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