Tired of having your tax documents take up space in your garage or office?  Want to free up that space and be organized?  We have the solution for you! 

 

Our new Tax Scan & Tax CD Service –

 

Yes, you should keep copies of all your important tax documents for at least 7 years.  But you shouldn’t have to consume valuable garage or office space to do this.  We will scan your old tax returns & associated source documents, mortgage refinance papers, or anything you want to a CD ROM for you to keep in your safe deposit box.  In addition we will take your old documents and shred them using our secure shredding service (after you review the CD ROM, of course).

How it works

• You send us your documents or drop them off at our office.
• We scan your documents in .pdf format into a folder structure that is easily navigable to find your documents (i.e. 2004 tax returns, 2006 bank statements, 2003 Wells Fargo refinance)
• We send you the CD ROM using FedEx (for tracking purposes).
• We keep your original paper documents until you return a signed release document stating you have reviewed the CD.  (We can also ship your original documents back, but that would defeat the purpose of the service!). 
• We shred your documents using our secure document shredding service.

What we scan

• Tax returns
• Tax return source documents
• Bank statements
• Credit card statements
• Loan refinance documents (even legal size!)
• Pretty much anything you want scanned!

Why use us to do this?

• Save time – our scanners are capable of scanning 50 pages per minute.  The average home scanner is capable of 2 to 5 pages per minute. 
• You already trust us with your most private financial documents and we have safe guards in place to protect your privacy. 
• We shred the documents for you (after your acceptance of the CD ROM).

What you get

• Scanned documents on two CD ROM’s (one copy for your safe deposit box, one copy for your home)
• Secure shredding of your documents
• Up to 2 hours of scanning time (more available for additional fee)

How much does this cost? 

As with all questions like this, “it depends!”  We may already have some of your past years’ tax returns and source documents scanned.  Just copying them over and creating an easily navigable file structure will take less time than a full scanning project.  Thus, there are two services to select from:

 

Tax CD Service (Copy Service Only – no scanning - existing clients only)

If we only copy your scanned documents that we already have on our server our minimum fee is $75.  If copying and organizing the CD lasts over 2 hours we will bill in increments of $40/hour.  An average project of scanning 4 years of tax returns and tax source documents will generally be accomplished for our minimum fee of $75.

 

Tax Scan Service (new & existing clients)

If we scan your documents our minimum fee is $125.  Scanning projects that last over 2 hours will be billed in hourly increments of $40/hour.  An average project of scanning 4 years of tax returns and tax source documents will generally be accomplished for our minimum fee of $125.