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WHAT ARE THE DIFFERENCES BETWEEN AN ACCOUNTANT, A CPA AND A BOOKKEEPER?

Bookkeeping and accounting are both essential business functions required for all businesses.

Bookkeeping is responsible for the recording of financial transactions.

Accounting is responsible for interpreting, classifying, analyzing, reporting and summarizing financial data.

Certified public accountants have a focused education in accounting and must pass the Uniform Certified Public Accountant Examination. CPA s must meet state education and experience requirements before they can sit for the exam.Accountants not meeting these requirements cannot use the CPA designation legally.

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HOW LONG SHOULD I KEEP MY TAX RECORDS FOR?

Keep records for 3 years from the date you filed your original return or 2 years from the date you paid the tax, whichever is later, if you file a claim for credit or refund after you file your return. Keep records for 7 years if you file a claim for a loss from worthless securities or bad debt deduction.