Record Retention Schedules

The following schedules show suggested record retention periods. You may download these schedules for your use.

Circular 230 Disclosure:
Additional issues may exist that could affect the federal tax treatment of the transaction or matter that is the subject of this advice and this advice does not provide a conclusion with respect to such issues. With respect to issues outside the limited scope of this advice, the advice was not written and cannot be used for penalty protection.