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Business Records Retention Schedule | “How long should I keep my business records and financial documents?”

This is a common question from entrepreneurs and established business owners alike. Even in the digital, cloud-based era we live in today, it is still a good idea to follow the ‘better safe than sorry’ approach for information storage. The following Business Records Retention Schedule has been developed strictly as a guide only and should not be solely relied upon. Consult with your accountant and/or legal counsel prior to disposal of your business records if you are uncertain.


Valuation for Financial Reporting Center | Resources and Templates for CFOs, CAOs and Controllers

This resource center includes related articles and free templates that are created to assist CFOs, CAOs, and Controllers with understanding the fair value requirements of U.S. GAAP. Fair value estimates have become increasingly scrutinized at public accounting firms and many companies are dealing with GAAP valuation issues for the first time. This site provides high level assistance for those unfamiliar with the current valuation standards or looking for a refresher.


WebTaxGuide

WebTaxGuide Are you paying more income tax than necessary?  

Everybody pays more tax than they like…and nobody wants to pay more than necessary. To minimize your tax liability, you need to plan and take advantage of all deductions, credits and strategies available. This is exactly what our online tax planning guide can help you do. Click here to browse through the online guide. Then contact us to discuss ways to lighten your tax burden and achieve your financial objectives.