Retaining Personal Financial Records

Posted May 19, 2013

Article from moneymattersnj.com

Does looking at overflowing file cabinets of bank statements and boxes of old check stubs make you want to start a bonfire in your backyard? Before you grab the lighter fluid and matches, make sure you know what you can torch and what you need to keep. Continue reading.

Steve Barlotta CPA

Steve Barlotta has over 30 years of diversified experience in the public accounting industry. Steve Barlotta graduated Magna Cum Laude from Susquehanna University with a B.A. in accounting. In 1986, Steve Barlotta started his career with the “big four” accounting firm Deloitte Touche in New York City. Steve Barlotta founded Barlotta & Associates, LLP in 1996. In 2015, Steve’s firm merged with Richard Rausa & Associates, CPA, PA to form Rausa, Barlotta & Associates, PA.

Retaining Personal Financial Records

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