BUSINESS RECORDS (Keep in files forever)

  • Income tax returns
  • Investment trade confirmations
  • Legal records
  • Retirement & pension records
  • CPA Audit reports
  • Corporate documents
  • Stock records
  • License, Patents, Trademarks, & Registration
  • Investment trade confirmations
  • Documents substantiating fixed assists and additions

BUSINESS RECORDS (Shred after six years)

  • Personnel and payroll record
  • Purchase Records
  • Sales Records
  • Travel and entertainment Records
  • Supporting document for Tax returns
  • Property records/ tax improvement receipts
  • Tax related sales receipts
  • Tax related utility records

BUSINES RECORDS (Shred after six years)

  • Credit Card statements
  • Employment applications
  • Expired insurance policies
  • Financial documents (check with CPA)
  • Legal documents (check with Attorney)

PERSONAL RECORDS (Keep forever)

  • Income Tax returns
  • Investment trade confirmations
  • Important documents and correspondence
  • Legal records (Wills, Estate plans, ect.)
  • Retirement & Pension records

PERSONAL RECORDS (Shred after six months)

  • Supporting documents for tax returns
  • Accident reports and insurance claims
  • Tax related medical bill
  • Tax related property records/ improvement receipts
  • Tax related sales receipt
  • Tax related utility records
  • Other tax related bills

PERSONAL RECORDS (Shred after three years)

  • Credit card statements
  • Medical bills (back up for insurance disputes)
  • Expired Life, Auto, and House insurance policies

SPECIAL RECORDS

  • Automobile records (shred after car is sold)
  • Insurance policies (keep for the life of the policies)
  • Mortgages/deeds/leases (Shred six years after the agreement date)
  • Property records and Improvement receipts (Shred after property is sold)
  • Warranties and Sales receipts (Shred for the life of the product)
  • Investment records (Shred Six years beyond the sell date)

By law, you are Responsible for Destroying the documents with sensitive information BEFORE discarding them!

PROTECTING YOUR SENSITIVE FINANCIAL INFORMATION AGAINST IDENTITY THIEVES SINCE 2006.
Whatever you have to destroy, you can rely on Chad’s Shred’n Serve.