Helpful Links

Record Retention

  • Business Record Retention Policy (pdf)
    Record retention is important for helping businesses minimize risk. Click the PDF symbol to download a document retention schedule that is appropriate for most businesses.
  • Medical Practice Record Retention Checklist (pdf)
    Proper record retention is critically important for healthcare practices and their patients. Click the PDF symbol to download a document retention schedule that is appropriate for most practices. Retention periods may differ by state and contract.
  • Individual Record Retention Policy (pdf)
    Many people have a difficult time determining which records they should keep and for how long. Download a document retention schedule that is appropriate for most individuals.

Disclosure Form

On January 1, 2009 new IRS regulations were imposed for the use and disclosure of client tax return information to a third party.  As a result of these new rules, we are required to have the attached “Consent to Third Party Disclosure of Tax Information” form completed and signed before the return can be transmitted to the third party.  [Statute:  Treas. Reg. Section 301.7216] This is the IRS link to their “Section 7216 Frequently Asked Questions” 

Portal Set-Up

If you would like to set up a portal for the exchange of data with our firm, please click on one of the following links to access, and complete, the required Portal Set-up Form. Please return the completed form to us by mail, email or by fax. This will allow us to create a portal on your behalf and provide you with a method of secure data exchange.

Helpful Links