- Our Team
March 27, 2017
Do you have a plan for your paperwork?
by: Devin Cunningham Every January we all make resolutions for the year ahead. A common goal, both professionally and personally, is to get better organized – and a great first step is to create and maintain an effective record retention policy. The essence of an effective record retention policy is to keep what you need […]
March 19, 2015
Financial Records Retention: What Should You Keep?
Maintaining accurate financial records is often a daunting task, yet it is extremely important. Every business or individual should have a good records retention policy. Our clients often ask us: What documents must you keep? How long do you keep these documents? How do the rules differ between IRS, federal and state? What documents do […]