As our business has continued to grow with the great referrals we have received from our clients, we have found record retention becoming more and more difficult. We are continually working towards a paperless office. We will continue to keep client files for five years from the date of that file's completion. For example, if your 2013 tax returns were completed on April 15, 2014, we would retain that file through 2019. We will process files older than five years for shredding by a certified shredding company.
If you do not want your older records destroyed, you may take possession of them. Please notify us in writing if you wish to keep your old records. You will need to sign an Acceptance of Records Form when we transfer your old files to you.
This policy is all-inclusive. It applies to any business entities and individuals for which you have requested us to provide services for including but not limited to trusts, partnerships, companies and dependant children or relatives.
This policy is effective for all records pertaining to John W. Trudell Accountancy Corporation and its divisions JWT Tax Solutions, JWT Management Solutions, and PayXpres.