Our Record Retention Policy

It is our policy to keep records related to all engagements for three years.  However, we do not keep any original client records, so we will return those to you at the completion of the services rendered.  You should retain all the documents, canceled checks and other data that form the basis of income and deductions.  It is your responsibility to retain and protect your records for possible potential examination by any government or regulatory agencies.

Days until April 15

Latest News

© Barton, Gonzalez & Myers, CPA's 2021, 13137 66th Street, Largo Clearwater Wesley Chapel , FL 33773
T: (727) 344-1040 F: 727-533-8483 E: rick@bgm.cpa

Connect: Facebook LinkedIn Twitter Google+
Links: Search Site Map Privacy Policy Disclaimer
Accounting Website Templates powered by CPA Site Solutions

Get In Touch

Client Portal Login

Subscribe to our Newsletter