4 min read
Records Retention: What to Keep, What to Toss and Why It Matters
With tax season in the rearview mirror, many individuals and business owners wonder how long they should hold on to...
Julie is a Supervisor with advanced experience in payroll taxes, tax preparation and assurance services. She has specialized knowledge in the contracting, health care and manufacturing industries. Julie provides clients with consulting and training in QuickBooks, Sage 50 (formerly Peachtree) and payroll administration.
Julie previously served on the Board of Directors of the Zion Christian Early Learning Center. She is a graduate of Youngstown State University.
4 min read
May 7, 2026
With tax season in the rearview mirror, many individuals and business owners wonder how long they should hold on to...
5 min read
May 6, 2026
A Roth option is now almost universally offered by 401(k) plans, according to the Plan Sponsor Council of America's...