Trust Services

So thankful for Pam Mione, Cheryl Colony, and Charlene Jasmine. I can go in peace and enjoy cherished time with friends knowing everyone we serve will be in good hands.

Happy to celebrate you today, Pam!

Any self-professed perfectionists out there? If you're willing to admit it, perhaps we can help! Let me know if you'd like to receive a copy of the 10-Step Program for Perfectionists.

A CASE FOR THE CLOUD. I mean document management, not storm clouds.
RECORD RETENTION for the IRS in particular. You would think the IRS would give you a break if your house gets flooded and your records do too. But, I wouldn't count on it. In the case of the devastation of Harvey, it is likely you would get grace. But you could have records ruined without the area being declared a national disaster, what then?
This is why a "secure cloud" is a great answer. I'm not talking about any cloud here. Remember, you have a lot of personal info in those documents and we don't want to solve one problem and cause another. Check directly with the IRS below for retention requirements and call us if we can help.

Recordkeeping | Internal Revenue Service Unless you are a professional bookkeeper, you probably don't like to spend valuable business time keeping records. But keeping good records can actually help you save money.