FAQs

Here are the answers to some of the most Frequently Asked Questions our firm receives.

Q. Document Retention: YEARS
A. Bank statements and cancelled checks: 10
    Business correspondence: 3
    Employee records: 3
    Employment applications: 3
    Insurance policies (expired): 3
    Invoices from vendors: 7
    Tax returns and related documents: 10




Q. Document Retention: PERMANENT
A. Cancelled checks for key transactions
    Contracts and leases
    Corporate minute books
    Stock and Bond Records
    Deeds, mortgages and bills of sale
    General Ledgers (Business)
    Real Estate and Improvement Records