How long do you keep my documents and accounting(s)?


We keep documents for a reasonable time (say a month or two) after completing the accounting to enable us to address any immediate questions that may arise. After that (or before) we’ll send your original materials back to you. If you email materials to us, or send materials to us via secure file storage, that we’ve printed, we’ll ask you if you would like those materials back or if you’d prefer that we securely shred them.

We tend to keep accountings “forever.” They don’t take up much space on hard drives. So if you need a copy in a year or so’s time, or you come back to us in a year or two for the next accounting, we’ll likely still have that accounting (or those prior accountings). The “only” caveat to that would be in the event of a catastrophic computer crash for example.

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