Due to the rising number of COVID-19 cases in our area, our office will not be holding in-person appointments for clients during this tax season.
An online portal will be set up for all clients for the purposes of sending and receiving documents. Clients can use this online portal, the dropbox outside our office, or mail to send us their completed tax organizers and any other documents they need to send us.
If clients want to have a meeting to discuss their tax situation, phone meetings or online meetings via Zoom will be available. Clients must submit their completed tax organizers and/or other relevant documents at least one day in advance of the meeting.
Finally, we will be setting up a system to allow clients to sign e-file forms and other forms electronically as another way to minimize physical contact.
Thank you in advance for your understanding and cooperation as we work to keep everyone as safe as possible during these difficult times.