Don't Forget Financial and Tax Records in Emergency Preparedness Plans

Written By MerriLyn Gibbs

Here are some things taxpayers can do to help protect their financial records:

Update emergency preparedness plan annually

Create electronic copies of documents
 

If original documents are available on paper, taxpayers should consider converting them to electronic versions and storing them on a USB flash drive or in the cloud. Many financial 

institutions provide statements electronically.

Document valuables

Take pictures or video of valuables before disaster strikes.

Understand tax relief available for disaster situations 

This document is designed for general information only. The information presented in this document should not be construed to be formal legal or tax advice nor the formation of a lawyer/client relationship. 

For more information on this and other topics, please contact Kevin via any of the channels listed below:

📧 kevin@kmckernan.com  | 📞 718-317-5007

MerriLyn Gibbs
Next

Tax Scam Alert: Text Messages Pretending to be from Official State Tax and Revenue Agencies