Data Retention for Tax  

(1 HR CPE)

Course Description

This course discusses how long to retain tax documents and the best methods to retain data. 

Upon completion of this course, you will:

  • Understand the basics of Revenue Procedure 98-25
  • Know the methods used to retain data.
  • Understand the need for searchable stored data
  • know how long to keep tax data

IRS Course: # TVZQL-T-00026-21-S

Course Price


How long can I access the course?

Regardless of when you enroll, you will have as long as you need to finish the program.


Is additional support available?

FREE group coaching is available for all Targeted Tax Training students. One-on-one coaching is also available for an additional fee.


How do I schedule coaching?

Upon purchasing a bundle or course that includes coaching, you'll receive further instructions on how to book a time for your appointment.


Are refunds available?

If you are unsatisfied with the course, please reach out to us to see if your purchase is eligible for a refund.

Meet your instructor

Michael E. Scott is a certified public accountant (CPA), owner of Scott & Scott Certified Public Accountants and the founder of Targeted Tax Training. After 45+ years gaining income tax experience, he’s now sharing his wealth of knowledge to help you establish a full-time or part-time career in tax preparation.

Learn more about Michael...