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Our policy updates regarding COVID-19

Posted by Admin Posted on Mar 17 2020

Our firm continues to monitor the rapidly changing situation related to the spread of the coronavirus (also known as COVID-19). We also understand that concerns surrounding the coronavirus are affecting our clients, especially during tax season.

At our office, we are committed to maintaining all appropriate sanitary, health and safety measures.  However, and whenever possible, we are currently rescheduling in-person appointments to hold them over the phone or sometime after-tax season.  Clients may mail, email, utilize our secure document upload via our website or drop off their tax information at our door.  Additionally, we are encouraging our clients to receive their tax returns electronically and/or via mail.  Forms that need a signature may be done electronically or be signed and sent in via fax, e-mail, mail or dropped at our door.  We also advise that you can make payments over the phone via credit card or ACH via a signed form we can provide to you.

The health and welfare of our staff and clients is of utmost importance to our firm, and we will continue to monitor the situation and provide updates as necessary. Please contact our office if you have concerns, or if you’d like to modify an upcoming meeting.