Quarterly E-newsletter - In This Issue:
This is a common question for CPAs - how long do I keep tax return files or financial statements files?  The answer is: usually for a period longer than most think. Here are some thoughts on setting record retention periods and the reasons behind them.   


Benjamin Franklin said, "An ounce of prevention is worth a pound of cure." This is particularly true with accounting claims.  

Warn Your Clients:
The 2018 Dirty Dozen

Compiled annually, the "Dirty Dozen" lists a variety of common scams that taxpayers may encounter anytime but many of these schemes peak during filing season as people prepare their returns or hire someone to help with their taxes. Don't fall prey.

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