Document Retention and Destruction Policy

CLIENT FILES AND RECORDS Existing Clients Former Clients
Billing Files 7 years 7 years
Tax Returns 7 years 7 Years
Audit/Review/Compilation Statements & Reports 7 years 7 years
Correspondence Files 7 years 7 years
Special Reports 7 years 7 years
Tax Return Workpapers 7 years 7 Years
Audit/Review/Compilation Workpapers 7 years 7 years
All Other Services 7 years 7 years