Managing Your Paper Records
You can download a pdf version of this report by clicking here.
As tax season has passed, you may have found yourself in a position where all of your financial statements, tax documents, and other important paperwork have been unearthed from your filing cabinets and are in need of reorganization.
With this in mind, we have compiled a list of what we feel are important financial, tax, and other important documents you should retain, as well as the suggested places to store them. By doing so, you can save yourself a great deal of time and protect against the loss of important records.
Contact
Michael E. O'Heir, CPA, CVA | moheir@themedcpa.com
MedCPA is a boutique accounting firm located in Towson, MD offering a broad range of accounting, valuation, and M&A advisory services to healthcare organizations with a specialization in medical and dental providers.
