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FREE GUIDE: How Long to Keep Financial Records

You’ve always heard that you should keep your financial records, but your home office is starting to get overcrowded. You've accumulated a lot of paper, and you probably want to know if you still need to keep it.

NOT SURE? Knowing how long to keep financial records can be confusing. Some records should be kept forever; others for a year or less. Knowing which information to keep is the first step: 

  • Taxes
  • Bank records
  • Investments
  • Bills and receipts
  • Safe deposit records

Get answers when you download our free guide. 

How Long to Keep Financial REcords

Charles P Myrick CPA

805 15th Street NW, Suite 805
Washington, DC 20005
Phone: (202) 789 - 8898 · Fax: (202) 513 - 8255
Email: info@myrickcpa.com
Any accounting, business or tax advice contained here is not intended as a thorough, in-depth analysis of specific issues, nor a substitute for a formal opinion, nor is it sufficient to avoid tax-related penalties. If desired, Charles P Myrick CPA would be pleased to perform the requisite research and provide you with a detailed written analysis. Such an engagement may be the subject of a separate engagement letter that would define the scope and limits of the desired consultation services.

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