Record Retention Guidelines to Give Your Clients

Anita Robinson, EA, of Synergy Tax & Accounting, Inc. provided a very useful PDF with guidelines you can review and pass along to your clients. Thanks Anita!

Record Retention Guide for Clients


About the Author

Anita Robinson

Anita Robinson

Anita Robinson of Synergy Tax & Accounting Inc has been in the accounting and tax preparation business for more than 20 years. She became a Licensed Tax consultant in Oregon in 1994 and an Enrolled Agent in 1996. Since 2007 Anita has been an Advanced Certified Pro Advisor. A member of Intuit’s Advisor & Customer Council for two years, Anita served as a Writing Committee Member for Oregon Licensed Tax Consultants, Oregon Licensed Tax Preparers and the IRS Enrolled Agent Exams. Anita stays current on tax preparation changes by taking over 80 hours of continuing education each year.

See all posts