Document Shredding for Accounting & CPA Firms
Tax returns, financial statements, W-2s, and client records — NAID-certified destruction that satisfies IRS record-keeping requirements and FACTA compliance obligations.
Accountants and CPAs Handle the Most Sensitive Financial Data
Your clients trust you with information that enables identity theft if it falls into the wrong hands. Document destruction is part of your FACTA and professional obligation.
FACTA Compliant
Our shredding satisfies the FTC Disposal Rule for consumer financial information. Certificate of Destruction available for every event.
IRS Retention + Destruction
We help you establish a destruction schedule aligned with IRS retention requirements: 3 years for most returns, 7 years for bad debt/worthless securities, indefinitely for some records.
NAID Certified
Client financial information handled exclusively by background-checked, NAID-certified personnel. Chain of custody documented from pickup to destruction.
Certificate of Destruction
Every shredding event produces a COD for your compliance file. Demonstrates due diligence to your clients and to regulators.
What Accounting Firms Should Be Shredding
When IRS retention periods expire, secure destruction is required.
Frequently Asked Questions
Everything you need to know about our shredding services.
When can we legally shred client tax records?
IRS guidelines: most returns and supporting documents should be retained for 3 years from the filing date (or 2 years from tax payment, whichever is later). Retain 7 years if you claimed a bad debt deduction or worthless security loss. Some records (W-2s, employment tax records) require 4-year retention. Always confirm with your specific professional liability insurer before destroying.
Does FACTA apply to CPA firms?
Yes. The FTC’s Disposal Rule under FACTA applies to any entity that uses consumer financial information — including tax preparers, bookkeepers, and CPAs. “Reasonable disposal” under FACTA means shredding or destroying so the information cannot be read or reconstructed. A strip-cut shredder or recycling bin does not satisfy this standard.
What about destroying client records when a client relationship ends?
When an engagement ends, retain records per IRS and professional standards, then destroy securely. Our Certificate of Destruction gives you documentation that client files were destroyed rather than simply discarded — useful if a former client ever questions what happened to their records.
Can you handle year-end purges for accounting firms?
Yes — and we recommend scheduling a year-end purge every January for records that have exceeded their retention period. It’s the CPA calendar’s natural time for a document cleanout. We can accommodate large-volume annual purges on short notice.
Do you serve small bookkeeping offices and solo CPAs as well as large firms?
Absolutely. Solo and small firm CPAs are often the most cost-conscious — we offer right-sized service starting at a 33-gallon container and monthly pickups. No minimum contract length required.
Secure Your Clients’ Financial Data. Stay FACTA Compliant.
NAID-certified. Certificate of destruction included. No long-term contracts required.
