Legal Question in Business Law in Arizona

what records can an accountant keep

Legally what records does an accountant have to turn over at the end of the relationship


Asked on 3/10/09, 7:32 pm

3 Answers from Attorneys

Re: what records can an accountant keep

You should be able to get all of the records You paid for them

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Answered on 3/10/09, 9:38 pm
Donald Scher Donald T. Scher & Associates, P.C.

Re: what records can an accountant keep

An accountant is working for you and is your agent. You are entitled to your whole file, however there might be certain work product that is exclusive to what he did for you to prepare statements and that is his to keep. He should keep copies and you may be required to pay for copies.

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Answered on 3/11/09, 12:37 am
John Lee John D. Lee and Associates, LLC

Re: what records can an accountant keep

Generally speaking, an accountant should return all documents requested by a client, and all orignals with a cover letter listing those returned documents and a statement that other documents will be destroyed within 3 years unless ordered longer by court or administrative action. This answer does not constitute legal advice because you are not my client as of yet.

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Answered on 3/11/09, 9:14 am


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