Accountant CPA Bookkeeper
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Service Oriented Accounting Firm Serving Small Businesses and Individuals

 
1 YEAR 4 YEARS   AS NEEDED   AS NEEDED   FOREVER
BILL PMT RECEIPTS TAX RETURNS CREDIT CARD RECORDS REAL ESTATE DEEDS HOUSEHOLD INVENTORY
(at least three years) (unless needed to support (as long as you own the property) (update as needed)
BANK STMTS tax returns
(unless needed to support tax filings) SOCIAL SECURITY STMT INVESTMENT CERTIFICATES BIRTH CERTIFICATES
(when you receive the new stmt, shred the old one) HOME PURCHASE & IMPROVEMENT RECORDS (as long as you own them)
MARRIAGE LICENSES
INVESTMENT STMTS (as long as you own the property) WARRANTIES
(keep annual stmts until you sell) (as long as you own the item) DIVORCE DECREES
PAY STUBS
(only until W2 has been reconciled) VEHICLE TITLES & LOAN DOCUMENTS PASSPORTS
INSURANCE (CAR, HOME ETC.) MAINTENANCE RECORDS (until you sell the item the loan was for)
(until you renew) (until you sell the vehicle) EDUCATION RECORDS
CONTRACTS AND WARRANTIES CONTRACTS MILITARY SERVICE RECORDS
(until you sell or discard the item) (until updated)
LIFE INSURANCE POLICIES
SAFETY DEPOSIT BOX INVENTORY & KEY
SOCIAL SECURITY CARD
FAMILY HEALTH RECORDS