How long should I hold onto these documents?

It is recommended that you keep these documents for three to four years. Check the Retention Guide on this site for additional details.

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For over forty years, our firm has been providing quality, personalized financial guidance to local, national, and international individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning. We have a wide background in audits and numerous initial offerings for a varied number of clients.> Read more »