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.


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T: (727) 344-1040 F: 727-533-8483 E: rick@bgm.cpa

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