By Michael DiSabatino on Thursday, 11 September 2025
Category: Business

Understanding Record Retention and Key Exceptions You Need to Know

We often receive questions about record retention, so let's take a moment to clarify what you need to know.

Overall, the Federal law requires you to maintain copies of your tax returns and supporting documents for three years. This 'three-year law' leads many to believe that this 3-year period is set in stone and all-inclusive, but it is NOT.