Tina Moe CPA: Tax Record Retention: What to Keep and How Long to Keep it

Tina Moe CPA and owner of A.C.T. Services talks about which tax documents you should keep, why you should keep certain documents and for how long.
 
For more information visit Tina’s website at A.C.T. Services Inc..

About Tina Moe

Tina MoeTina L. Moe began her career in public accounting in 1994, while earning her undergraduate degree in accounting. She paid her tuition by traveling from business to business providing on-site bookkeeping, payroll and accounting services, all while developing lasting relationships. She graduated in 1998 from the IU Kelly School of Business with her bachelor degree in Accounting and, by then, was one of two partners in a small accounting firm located in Speedway.

In July 2002, she spun off on her own, formed A.C.T. Services, obtained her CPA license and continued to build her practice. Her business has grown to a clientele over 1,200 and a staff of 10. She attributes her business growth to her pro-activeness with her clients while maintaining affordability and accessibility of her services.

The better consultants for small business owners are themselves a small business owner. Occasionally, when Moe finds the time, you can find her enjoying her favorite hobby, boating with her family.

Watch other episodes by Tina Moe at Accounting and Tax Tips: Smart Strategies for Small Business Success.

5 Comments
  1. 5 years should be plenty with the exception of the documents I listed in my video with longer retention periods such as stock purchase information, home purchase information and any other assets you own. Thanks for watching!

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