Business & Finance Taxes

How to Get Your Old Records From an Accountant

By Business & Finance Last updated Monday, June/10/2024

1). Call your accountant's office. Speak to the person in charge of records. If your accountant has a private practice, you may speak to him directly. If it is a large firm with many clients, there may be a separate records department you will need to consult.
2). Complete any required paperwork or written requests. This will not be necessary for smaller firms, but larger companies may ask for a request in writing or have record request forms to be filled out. This is to not only protect the company, but to protect your interests as well. The firm will want to make sure they are giving the records to the proper person.
3). Pay any relevant fees. Once again, this is more common with larger firms and varies based on the company and number of copies required. Original records are sent for filing, so all the firm will have is copies. Since they must retain copies for themselves, they will make new copies for you. Typically you are provided with copies at the time of filing, but if you need to request additional copies later on, you may incur a fee.

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