Skip to main content

Dougall Conradie LLC
  •  Dougall Conradie LLC: 971-249-9920
  •  Wealth Advisors NW: 971-249-9930
  •  
  •  

Dougall Conradie LLC
  • Home
  • About 
    • Our Team
    • Our Philosophy
  • Services 
    • Tax Preparation
    • Business Planning
    • Wealth Management
    • Financial Planning
    • Investment Planning
    • Retirement Planning
  • Careers 
    • Current Job Postings
  • Events
  • Blog
  • Contact
  • Client Login
    • Wealth Advisors Northwest LLC

Proactive Planning

for a solid future

Helping You

manage the changing face of life

Our Mission

your success is our only mission

Our Mission

your success is our only mission

  Previous   Next

    You are here

  1. Home
  2. document retention

document retention

A Quick Guide to Document Retention

Submitted by Dougall Conradie LLC and Wealth Advisors NW on December 1st, 2018

Is your garage overflowing with bank statements and paid bills from ten years ago?  Are you unsure about what documents need to be retained and what can be tossed? Speaking of tossing, what documents can be tossed in the trash, and which should be shredded?  Are you wanting to finally get control of your documents?

Tags:
  • document retention
  • retention schedule
  • tax returns
  • taxes
  • Read more

DC%20Logo.jpg

Request a Meeting

Tell a Friend

PO Box 400
Beaverton, OR 97075

Disclosures

  •  Dougall Conradie LLC: 971-249-9920
  •  Wealth Advisors NW: 971-249-9930
  •  Fax: 5032556186
  •  
  •  

WARRANTIES & DISCLAIMERS

There are no warranties implied.

Wealth Advisors Northwest LLC (“RIA Firm”) is a registered investment adviser located in Portland, Oregon. Wealth Advisors Northwest LLC may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Wealth Advisors Northwest LLC web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Wealth Advisors Northwest LLC web site on the Internet should not be construed by any consumer and/or prospective client as RIA Firm Name’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Wealth Advisors Northwest LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Wealth Advisors Northwest LLC, please contact the state securities regulators for those states in which Wealth Advisors Northwest LLC maintains a registration filing. A copy of Wealth Advisors Northwest LLC current written disclosure statement discussing RIA Firm Name’s business operations, services, and fees is available at the SEC’s investment adviser public information website –www.adviserinfo.sec.gov or from Wealth Advisors Northwest LLC upon written request. Wealth Advisors Northwest LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Wealth Advisors Northwest LLC web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

Wealth Advisors Northwest LLC is Registered Investment Advisor in the states of California, Oregon and Washington. Dougall Conradie LLC is a Certified Public Accountant. Wealth Advisors Northwest LLC and Dougall Conradie LLC share common ownership. Dougall Conradie LLC provides tax and accounting related services to clients of Wealth Advisors Northwest LLC. 

© 2019 Wealth Advisors NW and Dougall Conradie LLC. All rights reserved.

Website Design For Financial Services Professionals