An individual, not a client, not on the list, asked me how long an
accounting firm is obligated to retain tax records prepared for clients.
Since the client was furnished a copy and the federal government got a copy
the retention of the client's copy by an accounting firm would seem to me to
be the current year, plus 6 years, to insure the statue of limitations are
met.  They would of course be required to establish a new date if the IRS
found fault and questioned the return.  

 

Can anyone have a legal citation for something besides the IRS legal
requirements?  

 

Bob Dalton, CRM

Dalton Consulting

1-253-229-4555

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