| Copies of tax returns | Forever |
| Employee expense records | 3 years |
| Tax/legal correspondence | Forever |
| Personal investment records | 6 years |
| Audit reports | Forever |
| IRA Records | 6 years after withdrawls |
| Contracts and leases | Forever |
| Real Estate records | Forever |
| Paid vendor invoices | 3 years |
| Corporate minutes | Forever |
| Employee payroll records and stock records | 3 years |
| Depreciation schedules | Tax life of asset plus 3 years |
| Bank Statements | 6 years |
| General Ledger & journals | 6 years |
| Sales records & journals | 6 years |
"What is the definition of a good tax accountant?" - Someone who has a loophole named after him." While we may not have that distinction... we'll still take great care of you!