March 29th, 2017 | Miller Advisors

Please join us April 19th for a shredding party!!

Taxes are due on Tuesday, April 18th-just a few weeks away! On Wednesday, April 19th, lighten your paperwork load and bring your old documents by our office to help us fill the shredding truck. Your documents will be destroyed onsite.

Time:
9 a.m. until 12 p.m.

Location:
Miller Advisors
11 10th Avenue
Kirkland, WA 98033

Coffee, pastries and tea will be provided.

What to Keep:

  • Keep monthly statements for all accounts, including Raymond James Financial Services and Mutual Funds.
  • Reports for income tax reporting such as 1099s.

What to Shred:

  • Keep monthly statements until you receive your corresponding year-end statement for each account. You may then shred the monthly statements.
  • After you read your Buy & Sell confirmations for all accounts, you may shred those as well.

Please call Judy at 425.822.8122 if you have questions or would like directions.

We hope to see you the morning of April 19th!