Guides

Recommended Record Retention Schedule

Recommended Record Retention Schedule

Written by Kelly Oliver

January 1, 2021

Retention Schedule 2021

View and/or print our recommended record retention schedule by clicking here.

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Kelly Oliver
I manage tax return preparation, review, and audits for businesses, individuals, and nonprofits. I also handle financial statements and provide accounting and payroll services to various industries. Additionally, I serve on the Firm's Estate and Trust Planning and Community Service Day Committees.

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