Tag

#records

Tax advisory

Why keep a superseded memo instead of deleting it?

An old memo is not authority, but it is history. Rohan Mehta on why the firm archives replaced guidance in place, how a superseded memo describes itself, and what that does for the client who saw the old figure.

Rohan Mehta · Tax Partner · September 24, 2026 · 4 min read

Practice operations

What happens when a client asks for their file back?

A file return request is one of the most ordinary things a firm handles and one of the easiest to get wrong. June Okafor walks through the firm's policy: what is returned, what is retained, and who decides the hard cases.

June Okafor · Practice Manager · August 6, 2026 · 4 min read