CORONAVIRUS POLICIES

UPDATED JUNE 1, 2022

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Effective June 1, 2022, our office is now accepting visitors by appointment only.  We are still being cautious in keeping our employees and valued clients as safe as possible, so you may be requested to wear a mask while in the facility. 

 

We are accepting drop-off packages at the door of our office. We ask when you arrive, to please allow our staff to assist and direct you while wearing your mask.

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If you would like to send your documents electronically, please reach out to your contact to receive a link to our secure portal system, Citrix’s ShareFile. DO NOT send any files with confidential information (especially SSNs) in an unsecured email.

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We are monitoring and responding to phone voicemails and emails remotely and on site.  We have continued to receive mail by USPS, FedEx, UPS, and other couriers. We have allowed some of our associates to return to work by rotating shifts and some have continued to telework.  We are adopting a slow transition to fully open the office. Our working remotely has been successful, and our associates have been able to prepare your tax returns and respond to your tax needs in an effective manner.

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Thank you for your understanding and flexibility during this challenging time. We hope to return to normal business operations as soon as the current health crisis allows. In the meantime, we look forward to continuing to serve you to the best of our ability.