The information contained on this web site is provided as a convenient resource to clients and is intended for informational purposes only. It is not a substitute for consultation with professional accounting, tax, legal, or other competent advisors. Please consult your tax advisor at Ambrosi Donahue Congdon before taking any action.

2011 YEAR-END TAX PLANNING

As 2011 draws to a close, tax planning is an essential part of tax preparation. Minimize any surprises by checking out our tax planning missive and schedule an appointment with our tax professionals.

2011 Tax Planning

RECORD RETENTION GUIDELINES FOR BUSINESS AND INDIVIDUALS

The question of record retention is one that frequently comes up, so we are offering a general guideline for businesses and individuals to help our clients with this topic. Please consult with one of our professionals if you have any question regarding these general guidelines.

Record Retention for Businesses

Record Retention for Individuals