Discover the ideal retention periods for individual and business tax files, the importance of digital storage, and tips for ...

Question: I'm closing a tax business and am unsure how to handle clients' tax returns, worksheets and financial records.

Whether a record is paper-based or electronic, the firm’s record-retention policy should be applied consistently. Electronic documents evidencing work performed should be saved in both client and ...

Daniel Rathburn is an editor at Investopedia who works on tax, accounting, regulatory, and cryptocurrency content. An application of retention is a contractual clause included in many insurance ...

Medical records retention is the act of keeping your patient charts and other medical information on file. When you retain your records, you develop a track record of your treatment plans and ...

POTTSVILLE – Schuylkill County Prothonotary Bridget McGowan Miller wants people to have easier access to her office’s files, and believes a new system will do just that. “It was n… ...