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Supporting Your Faith with Fiscal Accountability

Testimonials

I have personally known Mark Patrick since 1988. I have worked with him both professionally at the corporate level and personally as he has been my accountant. It is without hesitation that I would recommend him and his company.

Edmond P. Nash

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Call: 904-398-4747

RECOMMENDED DOCUMENT RETENTION

We often work with clients and friends who inquire, “How long should I keep my records?”  Although some businesses such as banks may be governed by regulatory requirements to retain certain account information and financial records, no universal rules exist for all businesses. So we offer the following record retention guidelines only as a suggestion—base […]