Make a Great Move
Your dream home is waiting. With our proven expertise and personalized approach, we transform the home-buying journey into an exciting adventure. Let’s get started!
Keep More Money in Your Pocket
Transform your ‘For Sale’ into ‘Sold’! We’ll showcase your home’s unique value and connect you with qualified buyers for optimal results.
Nobody Knows Coastal Virginia Better
Virginia Beach, Hampton Roads, TideWater, Norfolk, The 757 – whatever you call this exceptional corner of Virginia, our deep local knowledge empowers clients to make informed choices.
Expert Real Estate Guidance for Buyers and Sellers
Your real estate goals deserve nothing less than excellence. Our expert team combines market intelligence, proven strategies, and personalized service.
Guiding with Care & Competence
Access powerful tools and insights to make informed decisions. From market reports to mortgage calculators, we provide everything you need for success.
Johnson & Burge will be hosting our 3rd Annual Shred Event on Saturday, April 19 at the Long & Foster Oceanfront office located at 800 Laskin Road, Virginia Beach. The Commonwealth Document Management truck will be on site from 9am – Noon to securely shred your paper documents. They also offer hard-drive and other storage media destruction. This is a FREE service, and all our clients and friends are invited to participate.
Tax day is here and this is the perfect time of year to gather your documents for shredding. Here’s why:
If these fall into the wrong hands, they can be used to open accounts, file fraudulent tax returns, or steal your identity.
See a full list of what to keep and what to shred below!
Finally, here’s a comprehensive list of what to keep and what to shred.
✅ KEEP These Documents:
Document Type | How Long to Keep |
Filed tax returns (Federal & State) | At least 7 years |
W-2s and 1099s | 7 years (for proof of income) |
Receipts for tax-deductible expenses | 3–7 years |
Bank & credit card statements | 1–7 years (if used for tax purposes) |
Investment records (1099-B, gains/losses) | Until you sell the asset + 7 years |
Mortgage & property records | Keep as long as you own the property + 7 years |
IRA and retirement contribution records | Keep permanently or until account is closed |
Health insurance and HSA records | 3–7 years, especially if used for deductions |
🗑️ SHRED These Documents:
Document Type | Shred When… |
Old pay stubs | Once you reconcile with W-2 or tax return |
Utility bills | After 1 year (unless needed for deductions or proof of residence) |
ATM receipts & canceled checks | After confirming with bank statements |
Expired credit/debit cards | Immediately |
Credit card offers or junk mail | Immediately (they often have personal info) |
Old insurance policies | When you receive updated versions |
Outdated tax documents (older than 7 years) | After retention period ends |
Follow Us On Social
© 2024 Johnson & Burge. EQUAL HOUSING OPPORTUNITY. All rights reserved.
Terms & Conditions, Privacy Policy and Accessibility
Don't have an account? Sign Up