Help Center for Santa Barbara Business Tax Accountants

Help Center

Santa Barbara Business Tax Accountants Documents

Financial Document Retention

How long should Financial documents and records be retained?

Individual Document Guidelines

  • Residential Records
  • Investment Records
  • Depreciation Records
  • Retirement Plans
  • Insurance Policies & Household Inventory
  • Tax Return Supporting Documents
  • Family Records
  • Health Records
  • Estate Materials
  • Safe Deposit Box Inventory
  • California Use Tax

Business Documents Guidelines

  • Business Records
  • Purchase confirmations/receipts for stocks,bonds and mutual funds
  • Depreciation records
  • Retirement plans
  • Miscellaneous papers
  • Inventories of products, materials, supplies
  • Minute books of directors & stockholders
  • Property Appraisals by outside appraisers
  • Property records
  • Trade mark registrations

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