Record Retention

Dear Client:


It is hard to believe we will be preparing 2013 tax returns soon.


This letter is detailing our record retention policy. Our policy for any client is retain accounting and tax records for a period of seven (7) years. This means that all papers (e.g., check stub copies or tax returns) that relate to tax years prior to 2006 will be destroyed unless you contact us by December 31, 2013 and let us know what copies of returns you may need.


Please note, any copies of returns or financial statements for prior to 2006 we would be able to post to your portal for an additional 30 days so you may download the pdf file and retain.


If you have any questions, please email Judy or call at 636-498-1900 and she will be happy to help you.