Ian Bryzek, CPA
Tracking maintenance costs
Routine maintenance should be documented distinctly from larger capital work.
A single contractor invoice may contain several types of work with different recordkeeping implications.
Ask vendors for itemized descriptions and keep photographs or permits where available.
What to keep with the file
Ask vendors for itemized descriptions and keep photographs or permits where available.
What to gather
- The source documents closest to the transaction
- A dated list of what happened after death
- Statements, invoices, or correspondence that explain the entries
Who usually handles what
- Ian can help identify the tax records and reporting questions.
A practical next step
Make a short timeline and mark any fact that still needs support.
Related guides
This general information is not tax or legal advice. The answer depends on the documents, ownership, timing, and facts of the particular matter.