SoCal Harvest Team crushing pins at the Annual Rock’N’Bowl Legislative Fundraiser. Thanks NAIOP-San Diego for putting on a great event. If you’re gonna be a bear — be a Grizzly!

Question. I generally feel like I have a handle on the tax document retention guidelines for myself and my family, as individuals. But what are the rules for my business? How long do I need to keep important documents around? 

A. Great question, you’re not alone! There are many business owners that are asking this same question. With information coming at us from all angles, it’s easy to accumulate a lot of paper and digital materials. To perform a summer cleanup, follow these retention guidelines.

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