We take pride in offering our clients a secure environment to safeguard confidential financial information. Factors that contribute to our secure environment:

Residing in a Class A office location

Office is monitored and protected by a security system

Office complex is locked down at 6:00pm until 7:00am each day

Our office is video monitored

Audit workpaper files are located on-site for one year and then moved to an off-site storage facility for seven years. Electronic audit workpaper files are stored electronically on our server for the same period of time. Upon completion of the seven-year period documents are destroyed.

Tax workpaper files are located on-site for one year and then moved to an off-site storage facility for five years. Electronic tax workpaper files are stored electronically on our server for the same period of time. Upon completion of the five-year period, documents are destroyed.

On-site and off-site backup of all electronic data is performed on a daily basis.

Changes to audit documentation are prohibited

Principal Approval A principal of the firm must approve the destruction of documentation, except for automatic audit documentation after the seven year retention period has expired.