Click on the link above to obtain a printable copy of the Record Retention Schedule.

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Record Retention Schedule

Do you ever wonder how long you should keep old financial records?

Williams-Keepers LLC has developed a Record Retention Schedule that can help you determine how long you need to keep bank statements, deeds for property, tax returns and other financial documents.

The timeframes included in the schedule are estimates, and the actual amount of time can vary according to the content of specific documents or the nature of the business with which they are associated.

WK recommends a consultation with a tax professional or financial advisor to help you make an accurate determination about retaining specific records.

Record Retention Schedule